Peter Westaway, chief economist, for Europe at Vanguard Asset Management, discusses the import and possible consequences of the Italian referendum, how one should be thinking about bonds and what to look out for in 2017.
Donald Trump’s win may inspire further surprise political outcomes in Europe, according to Franklin Templeton.
Whereas equity markets have quickly shrugged off the result of the US presidential elections, peripheral bond spreads have widened since. Trump’s election seems to have reminded markets of the possible consequences of an Italian no-vote in next week’s referendum.
The Bank of England is likely to cut rates yet again in 2017 despite the return of significant inflation to the economy, according to UBS Wealth Management.
Bond vigilantes could force the Fed into two rate hikes in the first half of next year, Societe Generale’s Albert Edwards has warned.
Fund platform sales in the third quarter fell flat, despite decent asset growth among the top players, according to the latest Fundscape Platform Report.
There are a number of parallels to be drawn between the current debt overhang in China and 1980’s Britain particularly in the north east says Robert Horrocks.
Overshadowed by the US presidential election last week was a “bold and historic” move by the Indian government to ban 500 and 1000 rupee currency notes, which is expected to be “transformational” for the economy in the medium term, asset managers said.
John Wyn Evans, head of investment strategy at Investec Wealth and Investment talks the Trump, general geopolitical risk and the importance of reducing one's return assumptions within balanced portfolios.
President-elect Donald J Trump’s aggressive positions on immigration, infrastructure spending and isolationism could push up wage and core inflation, commentators fear.
The surprise US election victory by Donald Trump has greatly increased uncertainty, yet asset prices are now back at similar levels as just a couple of days ago when a Clinton victory looked more likely.
The static 60/40 stock-bond asset allocation model has run out of road argues JP Morgan’s Investment Management Solutions arm.
Lloyds Private Bank has reduced its exposure to United States bonds in favour of raising its United Kingdom and Japanese bonds allocations.
Tilney Bestinvest’s clients continued to put money into US tracker index funds in October despite markets being spooked by the potential outcome of the presidential election.
In this week's edition of the podcast, Kaan Nazli, emerging markets economist at Neuberger Berman discusses whether or not there is still room to run on the EM rally, where he is seeing opportunity in the debt space and how a Trump presidency could affect the market.
Global markets are clearly jittery ahead of next week’s US presidential election.
With less than a week to go before one of the most contentious presidential contests concludes, some market participants are ignoring the noise, but many are fretting over shocks to equity markets and the potential fallout from protectionist trade policies.
Edinburgh-based wealth managers Simon Lloyd of Murray Asset Management and Charlotte Square Investment Managers’ William Forsythe have very different ideas about investment prospects in the United Kingdom and European Union post-Brexit, but neither think it will rival the shock of the 2008/2009 financial crisis.
Fidelity’s Nick Price on the latest developments in Emerging Markets.
Barclays’ announcement on Monday that it has launched...
One of the losers so far, from the election of Donald...
The HL Select UK Shares Fund launch today has been...
With a December interest rate rise now close to certain,...
The index dipped by 0.53% to 6763 Tuesday morning as...