UK consumer resilience must not be taken for granted as it faces an “inescapable drag” amid Brexit aftermath, warns Russell Investments.
February saw UK headline CPI rise to 2.3% - its highest level since November 2013 - introducing a “two-sided risk” to the economy.
With developed world political risk now posing the biggest risk to markets, Liontrust’s John Husselbee is encouraging his clients to focus on the global picture.
Old Mutual Investors’ CEO Richard Buxton is looking for a steeping yield curve or further lifting of US interest rates, both of which would benefit his holdings in UK Banks.
The manager of the JP Morgan Brazil Investment Trust is confident the country’s recovery will continue through to next year, as the new government’s fiscal reform programme unfolds.
Wealth managers and their clients must be careful not to underestimate sterling weakness, particularly amid UK equity market highs, according to its new head of portfolio specialists.
The Investment Association has committed to working with government to deliver a trade and investment strategy, defending the UK’s position as the pre-eminent centre for investment post-Brexit.
Sarasin & Partners has been building up its holdings in alternatives for the first time in “several years” on fear of a market correction.
Nobody knows when interest rates will start to rise but what everyone has an opinion on is the environment in which they will rise and what will happen when they do. Here is Kitty Ussher's expert opinion...
Chancellor George Osborne showed a steely determination to tackle some of the cosier aspects of the lives of the wealthy in this year’s Autumn statement. Tax evasion, capital gains tax and second homes came under scrutiny in an otherwise relatively benign budget.
The upward revision to US GDP data may not suggest real strength in the US economy, but it cements the case for a December rate rise, argue fund managers.
Markets responded positively to the release of the Federal Open Market Committee minutes, which showed a December rate rise is increasingly likely.
Extreme stimulus measures are likely to be deployed in China to contain the country’s credit issues, says Mark Harris, head of multi-asset at City Financial.
The current ‘whip-saw’ nature of equity markets is catching out hedge fund managers, particularly those using stop-loss risk controls, according to Stanhope Capital’s CIO Jonathan Bell.
The FTSE 100 spiked briefly through 7,000 points on Friday and sterling strengthened as investors woke to news that the Conservative party had beaten even the most optimistic expectations.
Recent ructions in bond markets have underlined how quickly market sentiment can change, particularly with regard to interest rate expectations.
Holders of short-duration gilts should be hoping a Conservative-led government emerges from the General Election, says Newton Investment Management’s Howard Cunningham.
Policy divergence will reach a breaking point and either drag the US and UK back into quantitative easing or trigger widespread reflation, says Rathbones’ Bryn Jones.
As the Federal Reserve issues its latest round of riddles for the market to decipher it is becoming increasingly clear that central banks are becoming reactive drivers of volatility rather than the calm, cerebral stewards of the world economy.
Holly Cassell, Assistant Manager of the top-performing Neptune UK Mid Cap Fund, discusses...
Kunal Desai, manager of the Neptune India Fund, comments on the implications of the...
It has been over four months since the surprise election of Donald Trump as US President....
Mark Martin and Holly Cassell highlight three high conviction holdings in the Neptune...
India is officially the world’s fastest growing major economy, and remains firmly...