The UK retail sector's widening gap between food and non-food sales hints at future hardships as inflation weighs on consumers' disposable income.
While Q1 2017 was “generally positive for most asset classes,” Brooks Macdonald warned a full recovery in UK business investment is unlikely.
As the world waits for the letter that will initiate Brexit to reach Brussels, there are analysts predicting the pound will rally in the short-term.
The biggest risk facing investors is playing it too safe amid the Brexit process, according to the chief investment officer of Kames Capital.
A group of asset managers surveyed by Portfolio Adviser unanimously agreed that the industry will become less profitable over the next three years.
Passive momentum is unlikely to slow even if active management performance improves, says Cantor Fitzgerald director of equity research financials Keith Baird.
China left the US in the dust last month and was the best performing region of the MSCI All Country World Index (ACWI), while France and Germany crawled behind.
A robust dollar could have nasty implications for global assets but China is particularly at risk, said Andrews Gwynne partner Mark Smith.
While President Donald Trump said very little on trade policy during his address to Congress on Tuesday, his ‘America First’ mantra rang clear. But where does that leave European and British exporters?
Charles Stanley has launched a new Political Stability Index to help investors assess the level of risk in the major developed stock markets.
Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.
David Vickers, senior portfolio manager of the Russell Investments Multi-Asset Growth Strategy, looks at the top five themes shaping markets this year.
From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.
UK investors showed a “renewed confidence” in British-based assets in February but the continued popularity of gold points to lingering fears over political tensions, according to Lloyds Private Bank.
The dismantling of Dodd-Frank will give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.
David Jane, head of multi-asset at Miton discusses why getting currency calls correct remains key, how he is thinking about duration and how he is allocating to real assets.
Central bankers might never be able to overcome their dependency on QE, argued Janus Capital Group’s Bill Gross, but eventually the addiction will come to a head.
The first US nonfarm payroll data since Donald Trump’s inauguration has made the Federal Reserve’s next rate moves harder to calculate, leaving investment professionals split on the US economy’s inflation trajectory.
While investor sentiment on the US economy remains stubbornly bullish, this could give way to volatile conditions similar to those seen before the 1973 stock market crash, according to Bank of America Merrill Lynch.
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