Husselbee: UK investors must avoid insular thinking

Husselbee: UK investors must avoid insular thinking...

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.

Published : 17, Oct 2016
Buxton eager for bank tailwinds; predicts further sterling fall

Buxton eager for bank tailwinds; predicts further...

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.

Published : 7, Oct 2016
JPM: Brazil ready for easing cycle

JPM: Brazil ready for easing cycle

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.

Published : 7, Oct 2016
Lloyds Private Banking: Don’t underestimate sterling weakness

Lloyds Private Banking: Don’t underestimate sterling...

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.

Published : 6, Oct 2016
IA commits to Brexit defence plan

IA commits to Brexit defence plan

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.

Published : 5, Oct 2016
Nervous Sarasin ups alternatives exposure

Nervous Sarasin ups alternatives exposure

Sarasin & Partners has been building up its holdings in alternatives for the first time in “several years” on fear of a market correction.

Published : 5, Oct 2016
It is not a competition! Does it matter if Yellen or Carney blinks first?

It is not a competition! Does it matter if Yellen...

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...

Published : 3, Dec 2015
Autumn statement: perks of the wealthy under fire

Autumn statement: perks of the wealthy under fire...

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.

Published : 25, Nov 2015
December rate rise a racing certainty after stronger data

December rate rise a racing certainty after stronger...

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.

Published : 24, Nov 2015
Equities respond positively to Fed hawks

Equities respond positively to Fed hawks

Markets responded positively to the release of the Federal Open Market Committee minutes, which showed a December rate rise is increasingly likely.

Published : 19, Nov 2015
City Financial's Harris predicts 'extreme stimulus' in China

City Financial's Harris predicts 'extreme stimulus'...

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.

Published : 12, Nov 2015
Stanhope: ‘Whip-saw’ markets catching managers off guard

Stanhope: ‘Whip-saw’ markets catching managers...

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.

Published : 4, Jun 2015
Cyclicals, sterling early winners as uk markets jump on tory win

Cyclicals, sterling early winners as uk markets...

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.

Published : 8, May 2015
PA ANALYSIS: What happens if the growth bears are wrong?

PA ANALYSIS: What happens if the growth bears...

Recent ructions in bond markets have underlined how quickly market sentiment can change, particularly with regard to interest rate expectations.

Short duration gilt investors should hope for conservatives – cunningham

Short duration gilt investors should hope for...

Holders of short-duration gilts should be hoping a Conservative-led government emerges from the General Election, says Newton Investment Management’s Howard Cunningham.

Published : 7, May 2015
'levi's market' set for policy convergence – rathbones

'levi's market' set for policy convergence – rathbones...

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.

Published : 6, May 2015
PA ANALYSIS: Central banks upping stakes in high risk poker game

PA ANALYSIS: Central banks upping stakes in high...

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.

Published : 30, Apr 2015
Franklin Templeton Romanian trust lists on LSE

Franklin Templeton Romanian trust lists on LSE...

A £2.1bn investment trust that invests in Romanian equity securities has been listed on the London Stock Exchange, effective from 29 April

Published : 29, Apr 2015
PA ANALYIS: UK offers reminder not to put too much stock in GDP

PA ANALYIS: UK offers reminder not to put too...

The United Kingdom gross domestic product numbers published yesterday provided a timely reminder that headline GDP figures are at best a rough guide to the health of an economy and at worst deceptive.

Published : 28, Apr 2015
Consumer cyclicals can bridge earnings gap – JPMAM

Consumer cyclicals can bridge earnings gap – JPMAM...

UK company earnings continue to lag share price valuations, but investors in consumer discretionary can bridge the discrepancy, says JP Morgan Asset Management’s Guy Anderson.

Published : 27, Apr 2015

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