Macro Views
Macro Views | 10 Jun 16
ANALYSIS: Bracing for peak Brexit
The vote on Brexit is now less than two weeks away and markets are increasingly feeling the ill effects of the uncertainty.
Investors in wait-and-see mode as data give few hints
Financial markets have lacked direction in recent months, with the main equity indices all very close to where they were at the start of the year. Macroeconomic data are not strong enough to reinvigorate the bull market, yet not sufficiently weak to stoke fears of recession.
Macro Views | 9 Jun 16
Brexit shadow looms over Rathbones’ multi asset portfolios
Rathbones’ David Coombs worries about the silent Brexiters, reluctant to admit they’re in ‘camp leave’ in case they’re seen as little Englanders. And while he believes the UK will vote remain, he’s taking precautions.
Macro Views | 6 Jun 16
Schroders picks out its biggest fears
Some of Schroders best known fund managers have picked out what they see as the biggest concerns for investors in the near term.
Four themes to support Asian growth
Mirae has identified four multi-year themes from the striking rise of the aspirational consumer across Asia that will drive growth in emerging markets.