Investment
Fixed Income | 22 Aug 16
Gilt yield fall has pushed up duration risk sharply – Kames
With the risk vs reward profile of UK gilts already skewed to the downside further yield falls would be undesirable, according to Kames Capital.
European equities ready for a resurgence?
Despite the prevailing negative market sentiment towards the continent, expensive US equities and an accelerating Eurozone economy are making European equities more attractive, investment analysts have said.
Macro Views | 19 Aug 16
BoE’s monetary magic isn’t working for investors – Psigma
The Bank of England’s efforts to soothe the post-Brexit economy are discouraging savers from spending and pushing them into riskier investments, warned Psigma chief investment officer Tom Becket.
Emerging Markets | 19 Aug 16
EM currencies set to strengthen – NN Investment Partners
Emerging market currencies are set to strengthen even further despite the significant appreciation from lows this year, said NN Investment Partners.
Emerging Markets | 19 Aug 16
Crude bull market depends on sentiment and Saudi delivery
The price of brent crude broke through $50 (£38, €44) per barrel on Thursday afternoon prompting headlines writers to tout oil’s return to bull market territory.