Macro Views
Investment | 11 Aug 16
Bubble warning: Five indicators to watch out for
As the old strategy of “sell in May” has proved a failure thus far in 2016, Russ Mould, investment director at AJ Bell, looks at five indicators investors can use to judge whether there are further gains to be made or whether markets are entering bubble territory.
Brexit success could spark further EU break-up – OMGI
If the United Kingdom’s exit from the European Union leaves the country ‘better off’ it could spark further break-up, according to Christine Johnson, head of fixed income at Old Mutual Global Investors.
Macro Views | 8 Aug 16
Abu Dhabi maintains strong credit rating despite oil slump
Abu Dhabi has maintained its AA/A-1+ sovereign credit rating as oil prices recover from their record low levels.
Macro Views | 5 Aug 16
ANALYSIS: Falling discount rates – gain before the pain
The ultra-loose monetary policy pursued by central banks since the financial crisis has implied an unprecedented fall in discount rates, which has led to a massive front-loading of returns: not only for bonds, but also for equities. Does this mean you should take your profit now and sell?
Macro Views | 5 Aug 16
Strong US job creation forcing Yellen’s hand
The United States’ non-farm payroll growth in July comfortably outstripped forecasts, according the Bureau of Labor Statistics.