Your cut-out-and-keep 'crisis diary' for 2017

Your cut-out-and-keep 'crisis diary' for 2017

Like swapping cocktails for jogging, a rally in gold is becoming a New Year's tradition. Eight times in the last 10 years gold rose against the Dollar in January. The previous four decades' strike rate was 48%.

Published : 19, Jan 2017
Will Trump create heaven or hell for the global economy?

Will Trump create heaven or hell for the global...

According to Psigma Investment Management CIO Thomas Becket, under President Trump we could get a version of Dante Alighieri’s Inferno, Purgatorio or Paradiso. The question is, which one?

Published : 17, Jan 2017
Coutts’ Higgins betting on sterling

Coutts’ Higgins betting on sterling

In line with its “contrarian” principles, Coutts’ latest investment outlook has revealed it will favour sterling in 2017, claiming concerns about the pound are overplayed.  

Published : 17, Jan 2017
Investor confidence soaring in January – Lloyds Private Banking

Investor confidence soaring in January – Lloyds...

Confidence in the United Kingdom’s stock market soared this month, and investors have a more optimistic view of all asset classes except gold, according to the latest Lloyds Investor Sentiment Index (ISI).

Published : 16, Jan 2017

Bulls vs Bears: Which side to take on UK stocks?...

With the FTSE at an all time high but Brexit uncertainties waiting in the wings, four professional investors give their view on the outlook for UK equities.

Published : 13, Jan 2017
Flanders warns against getting bogged down in politics

Flanders warns against getting bogged down in...

Investors should avoid getting bogged down in the potential for political upheaval in 2017, according to JP Morgan’s chief strategist Stephanie Flanders.

Published : 11, Jan 2017
UK rates will rise before 2017 is out – Tilney Bestinvest’s Lewis

UK rates will rise before 2017 is out – Tilney...

Sterling will strengthen in 2017 and August’s rate cut will be reversed within months, according to Tilney Bestinvest’s chief investment officer Gareth Lewis.

Published : 10, Jan 2017
Money managers unconcerned by sterling slip

Money managers unconcerned by sterling slip

Prime Minister Theresa May’s latest remarks on the UK’s single market access prompted a selloff in the pound on Monday, marking a ten-week low against the dollar.

Published : 9, Jan 2017
JPM: Italicum reform investors' biggest threat

JPM: Italicum reform investors' biggest threat...

The outcome of Italy's constitutional review is a bigger threat to markets than elections in France and the Netherlands, said JPM AM’s Mike Bell.

Published : 9, Jan 2017
Skerritts: Brexit uncertainty makes UK uninvestable

Skerritts: Brexit uncertainty makes UK uninvestable...

Unless you have to invest in the UK market, don’t, is the message from Skerritts Wealth Management’s Andrew Merricks.

Published : 9, Jan 2017
Haldane wrong to point finger at forecasters -  Morningstar’s Kemp

Haldane wrong to point finger at forecasters -...

The Bank of England’s Andy Haldane was wrong to focus on his profession’s inability to predict the 2008 financial crash as all economic forecasting is ultimately “doomed to failure”, according to Morningstar’s chief investment officer Dan Kemp.

Published : 6, Jan 2017
Global growth will keep trending lower - Macquarie AM

Global growth will keep trending lower - Macquarie...

Investors have not seen the end of the lower for longer trade, according to Macquarie Asset Management head of research Dean Stewart, so selecting bonds and equities will require an even more cautious approach.

Published : 5, Jan 2017
UK services data bodes well -  UBS Wealth

UK services data bodes well - UBS Wealth

The United Kingdom services sector surprised on the upside by expanding significantly in December, according to this morning’s PMI data released by IHS Markit.

Published : 5, Jan 2017

The top five asset classes to target in 2017

As 2016 draws to a close, these are some of the key areas investors are pinning their hopes for the new year on.

Published : 22, Dec 2016

Seven big themes to tap into next year

The end of a 35-year bond bull market, the rise of so-called robojobs, rapid developments in gene editing and the ‘sharing economy’ will be among the seven themes that will interest investors next year and beyond , according to Investec Wealth & Investment.

Published : 22, Dec 2016
BMO’s Potter goes neutral US post-Trump, keeps Asia overweight

BMO’s Potter goes neutral US post-Trump, keeps...

BMO Global Asset Management’s Gary Potter revised his funds’ underweight US position to neutral after the election, but did not back down from his convictions on Japan and Asia despite Donald Trump’s trade rhetoric.

Published : 21, Dec 2016
PA Podcast: Trump inspired optimism and the risk of recession

PA Podcast: Trump inspired optimism and the risk...

Stephanie Flanders, JP Morgan's chief market strategist for Europe and the UK discusses the demise of deflation, Trump's lifting of animal spirits and the Brexit transition.

Published : 15, Dec 2016
Trump inspired optimism and the risk of recession – Flanders

Trump inspired optimism and the risk of recession...

The risk of recession in the US next year has decreased in the aftermath of Donald Trump’s election to the White House says Stephanie Flanders, but has likely left the economic cycle shorter too.

Published : 15, Dec 2016
PA ANALYSIS: What if Trump succeeds?

PA ANALYSIS: What if Trump succeeds?

Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?

Published : 9, Dec 2016
M&G’s Woolnough cutting down on sterling

M&G’s Woolnough cutting down on sterling

M&G Investments’ Richard Woolnough has said he sees a move away from the UK as a capital markets centre in favour of the US developing, and is tweaking his fund’s holdings accordingly.

Published : 9, Dec 2016
Brewin takeover to result in axing of Duncan Lawrie research team
Brewin takeover to result...

The Duncan Lawrie Asset Management research team is...

Bulls vs Bears: Which side to take on UK stocks?
Bulls vs Bears: Which...

With the FTSE at an all time high but Brexit uncertainties...

Brewin Dolphin hires Barclays Wealth man
Brewin Dolphin hires...

Godfrey Cromwell, a former Barclays Wealth banker,...

May reveals Brexit plan as inflation jumps and Carney hints at rate rise   
May reveals Brexit plan...

Inflation in the United Kingdom economy climbed to...

PA ANALYSIS: Don’t forsake liquid alts just yet
PA ANALYSIS: Don’t forsake...

Finding well-priced defensive assets has been a key...

OTHER STORIES FROM LAST WORD...