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?
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.
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).
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.
Investors should avoid getting bogged down in the potential for political upheaval in 2017, according to JP Morgan’s chief strategist Stephanie Flanders.
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.
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.
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.
Unless you have to invest in the UK market, don’t, is the message from Skerritts Wealth Management’s Andrew Merricks.
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.
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.
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.
As 2016 draws to a close, these are some of the key areas investors are pinning their hopes for the new year on.
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.
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.
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.
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.
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
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.
The Duncan Lawrie Asset Management research team is...
With the FTSE at an all time high but Brexit uncertainties...
Godfrey Cromwell, a former Barclays Wealth banker,...
Inflation in the United Kingdom economy climbed to...
Finding well-priced defensive assets has been a key...