Stocks to watch in a rising rate environment
Newton’s UK Opportunities manager Paul Stephany considers the case for consumer stocks in the event of a rate rise in 2015.
Author: Portfolio Adviser
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The inspector has gone for a lie down HMRC
It is apparent the public are not the only ones guilty of making tax excuses, as Baker Tilly’s George Bull responds to HMRC’s list with his account of the Revenue’s own questionable responses to taxpayer affairs.
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Banco Espirito Santo de Investimento
Banco Espírito Santo de Investimento subsidiary, Execution Noble & Company (ENCL) has been fined £231,000 for failings as a sponsor.
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IMA rebrands as the Investment Association
The Investment Management Association (IMA) has rebranded as the Investment Association to echo its wider remit with the incorporation of a new division.
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Jonathan Marriott
Annual inflation in the UK as measured by the Consumer Price Index was down to 1.3% in October. While lower oil and food prices contributed to this there are longer term technological and social changes that may be in play, the impact of which will be felt for some years to come.
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Anna Stupnytska 2015 macro themes
Three main themes are likely to shape the global macro landscape in 2015: disinflationary growth, monetary policy divergence and growing emerging market differentiation.
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Rob Drijkoningen EMD comment
For much of the second half of the year, developed market credit spreads saw measured widening from their trough during the summer. In contrast, emerging markets debt seemed fairly insulated from this trend, given already wide spreads.
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Jailed IFA banned from industry
A financial adviser who was sentenced to four years imprisonment after he conned elderly clients out of £130,000 has been banned from the industry for life.
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Dont end up an investment turkey
In the past economists and investors have fallen foul of trying to predict the future by extrapolating existing trends. This is in danger of happening again as markets have become used to central banks intervening each time markets stumble, and to observing the ensuing rally.
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What falling oil prices can mean for US equity
Given the significant recent decline in oil prices and subsequent market volatility, it is worth considering what this means for investors in US equities.
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Legg Mason Income Optimiser Fund
Talking Factsheets is a new video service for users of the Square Mile Academy of Funds website, which identifies the funds that are best in class through the Square Mile Investment Consulting & Research fund ratings.
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Choppy 2015 ahead as politics and economics
According to Chris White, head of UK equities, Premier Asset Management, the UK results of next years election are very difficult to predict.