Rates to stay between 0.25%-0.5%
Markus Schomer, chief economist at PineBridge Investments, explains why he is forecasting stronger growth in the next two years as three shocks that hit the global economy in the past 18 months fade away.
Soared to record levels earlier this month
While the US equity market generally depends on domestic US economic circumstances and usually leads global equity markets, we have just witnessed how Brexit unnerved most capital markets, despite the fact the UK economy contributes less than 4% to global...
Small overweight retained in Japan
World trade growth has slowed since 2008
The threats to global equities: Contagion from China, slower growth, depreciating currency and increasing debt
After a long period of upward trending equity markets, the last ten months have been a harsh reminder for active equity managers of what uncertainty can do to stock prices. We have witnessed large swings in terms of general sentiment as well as factors...
UK government bonds are appealing
One of the key differentiating factors of technology – and why it is such an exciting place to invest – is that it has the power to create new markets. Certainly, this may happen sporadically in retailing, or construction, or oil and gas, but permanent,...
Edward Smith, asset allocation strategist at Rathbones, takes a closer look at the winners and losers from the UK’s decision to leave the EU.
Follows failed merger
Likelihood of Fed rate rise fallen to 12%
Launched under Luxembourg SICAV
JPMAM's chief global strategist, David Kelly, and fund manager Christian Preussner explain why US equities could provide a fruitful home for UK income investors seeking refuge in a post-Brexit market.
Questions surround validity of forecasting
Economy is rebounding
Hires in ABS and unconstrained teams
Trump and Clinton fight for presidency
US markets suffer losses upon opening
US dollar 20% overvalued
David Stevenson asks whether investors should be embracing more stock market risk.
In these testing times for the global economy, investors are looking for reassurance their dividends can, at the very least, be maintained, writes portfolio manager Mark Whitehead of the Securities Trust of Scotland (STS).
The Trump card was once seen as a joker in the presidential election pack. But the possibility of him being elected is now being taken seriously around the world and from an investment perspective that clearly generates some anxiety.
Value still performs important role