Investment
Sentiment toward equities drops sharply in 2017, research shows
Investor confidence in the stock market has halved in the past two years due to the joint impact of political uncertainty and low interest rates, according to research from the UK’s Association of Investment Companies (AIC).
Investment | 15 Feb 17
Is there still opportunity to be found in the FANGs? (or Apple?)
They are used to double-digit revenue growth and boast some of the most well-known brands in the world, but do the likes of Facebook, Amazon, Apple, Netflix and Google (FANG) still offer opportunities this year?
Macro Views | 15 Feb 17
Is political risk in Europe a buying opportunity?
Political risk in Europe is likely to be short-lived and presents a buying opportunity for European high yield credit, according to Craig Ellinger, UBS Asset Management’s Chicago-based global head of high yield.
Forecasts frustrated by too many unknowns
Caution should prevail while economists struggle with forecasts in a climate of too many unknowns, according to François Duhen, chief economist and strategist at Swiss banking group Crédit Mutuel-CIC.
Macro Views | 14 Feb 17
ANALYSIS: Time to worry about inflation?
Inflation in the United Kingdom economy has crept up to within a hair’s breadth of the Bank of England’s target, and with rates down at 0.25% could the horse be about to bolt before the stable door is closed?