Industry Voice: Mike Amey, PIMCO, explains why there is a lot more to the UK outlook than Brexit, important though it is.
Most forecasts for the year ahead are not taken seriously, perhaps with good reason, writes Raphael Pitoun (pictured), CIO of Seilern Investment Management.
Barring a zombie apocalypse or a sudden spontaneous collapse in asset prices, the current Goldilocks environment of synchronized, above-trend global economic growth and low but gently rising inflation will likely persist in 2018.
Inflows of €449m
Also downgraded US growth for 2017 and 2018
Eight day of successive gains
Unable to implement his policies due to legislation
Key is understanding the effect of macroeconomics on the market
Two key issues dominate the economic and investment landscape: concern that monetary policy may be at the end of the line and prospects for the US after November's presidential election, writes Daniel Murray, chief economist at EFG Asset Management.
Expect market volatility to pick up
Too much faith placed on them
Can Modi’s momentum continue?
Bob Doll, chief equity strategist at Nuveen Asset Management, has made ten predictions for 2013, warning the political process in Washington D.C. surrounding the fiscal cliff is the most immediate risk.
Apollo Multi Asset Management co-founder Steve Brann discusses the impact of the US deal to avert the fiscal cliff, and outlines his six key asset allocation decisions for 2013.
Nouriel Roubini has warned the market euphoria surrounding the US fiscal cliff deal is unsustainable, arguing the longer-term outlook for the world's biggest economy remains "bleak".
The agreement to avert the US fiscal cliff is the ultimate example of a Pyrrhic victory, according to PSigma CIO Tom Becket.
Asian markets received a New Year's boost as the US House of Representatives passed a last minute deal to prevent the US falling over the fiscal cliff.
Now we have published our final issue of Investment Week for 2012, we reflect on what has been a rollercoaster year characterised by big changes in the fund management industry.
The year started off well for US investors as its major stock markets hit fresh highs in the first half.
Progress in the fiscal cliff talks being held in Washington has given Wall Street a lift as the threat of a possible recession is averted.
The US economy grew 2.7% in the third quarter of the year, a significant upwards revision from the first reading of the data.
Wall Street opened higher today as optimism from early-stage talks in Congress about tackling the US fiscal cliff spread to markets worldwide.
Global markets rallied today after fiscal cliff talks between President Barack Obama and Congressional leaders stepped up a notch over the weekend.