17 December 2014
Managers have been grappling with the strong pound this year, as UK companies with overseas earnings have been hindered by currency strength. But that headwind will turn in to a tailwind in 2015, OMGI's Stephen Message predicts.
17 December 2014
With currency moves increasingly dominating financial headlines, Tilney Bestinvest's CIO has predicted hedging, not asset allocation, will be the key differentiator for investor returns next year.
25 November 2014
Barings multi-asset manager Christopher Mahon has warned the chances of a fresh Black Monday-style crash are rising, as policy decisions increasingly drive markets.
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.
Depending on how you look at the US, stockpickers are either spoilt for choice or dealing with overly expensive companies. Cormac Weldon, manager of the Artemis US Equity and US Select funds, looks at the outlook for American markets next year and beyond.
Warren Hyland, lead portfolio manager of the Muzinich Emerging Market Short Duration fund, analyses the performance of emerging market debt and prospects for 2015.
Global growth looks pretty uninspiring, and there is much uncertainty on the horizon. But now is the time to load up on equities, says Christopher Mahon from Baring Asset Management.
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