20 November 2014
Jupiter UK equity manager Steve Davies believes investors will need to be "tactically nimble" to handle the fallout from next year's UK election.
16 October 2014
Sterling could fall much further against the US dollar if the UK's current account deficit is not addressed, bond managers have said.
26 September 2014
The IMA Sterling Strategic Bond sector has become increasingly popular in recent years, with its flexibility hugely attractive in a low yield environment.
24 September 2014
Renewed dollar strength has led forecasters to predict a tougher time for sterling in the coming months, despite a small relief rally last week as Scotland opted against independence. Which funds could benefit?
19 September 2014
The pound reached a two-year high against the euro overnight while yields on gilts and treasuries rose, as Scottish voters rejected independence from the UK and investors swapped safe havens for equities.
18 September 2014
Artemis’ William Littlewood does not expect the pound to suffer a sustained fall in the event of a ‘yes’ vote in today’s Scottish referendum, despite betting against the currency in his Strategic Assets fund.
16 September 2014
The pound could dive a further 10% in as little as a week if a 'yes' vote on Scotland is approved, witnessing a sell-off reminiscent of sterling's fall on Black Wednesday more than 20 years ago, a manager has warned.
10 September 2014
Sterling fell further this morning as political leaders headed to Scotland to encourage a 'no' vote.
09 September 2014
Investors in all parts of the UK will face increased costs if Scotland votes for independence, Hargreaves Lansdown has warned.
08 September 2014
Sterling tumbled in overnight trading and was poised for further losses today after the latest poll showed Scotland is on course for independence.
03 September 2014
One of Europe's top officials has said Scotland will not be allowed to keep using the pound sterling and remain in the European Union in case of an independence vote.
12 August 2014
With the IMF warning sterling is 10% overvalued, the pound is fast moving up the list of ‘ugliest currencies', according to Simon Evan-Cook, director of multi-asset at Premier Asset Management.
11 August 2014
The managers of the Ruffer investment company have defended their portfolio's exposure to the US dollar, saying it will protect them against a trio of political events which could knock back sterling.
13 June 2014
Housebuilder stocks have fallen and the pound is nearing 1.70 against the dollar as investors react to Mark Carney’s change of tack on interest rates and new measures that may curb mortgage borrowing.
05 June 2014
Stock markets have jumped this afternoon following a series of drastic measures from the European Central Bank to stave off a downturn and boost inflation.
Strong growth in e-commerce has justified lofty valuations of online firms in China recently, but Lombard Odier Asia equity portfolio manager, Zhikai Chen, explains why investors are better served in financials.
The repercussions of last month's equity sell-off are still being felt, reports Cherry Reynard
China's plans to widen access to its A shares market for international investors have been held back, but rules are set to be relaxed soon. Hermes manager Jonathan Pines explains why he has been loading up on A shares in anticipation.
The Big Debate
The Big Debate is an online audio and video conferencing club with an audience comprising the UK's leading discretionary asset managers, top IFAs, and other investment professionals.
IW Fund Centre
Register here to get full access to all Investment Week's news and comment articles from our archive.
Updating your subscription status