Europe is world’s ‘comeback kid’ – Julius Baer
Europe is becoming the world’s ‘comeback kid’ in economic terms, according to chief strategist at Julius Baer Christian Gattiker.
Equities
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FTSE 100 profits slide as supermarkets struggle
FTSE 100 companies saw pre-tax profits fall 36.7% to a five-year low of £11.9bn last quarter, according to the Share Centre’s Profit Watch UK report.
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PA ANALYSIS: Is predictable monetary policy making asset allocation an easy game?
As news of healthy numbers in the United States today hardens expectation that the Federal Reserve will raise rates next month or very soon after, investors may be thinking everything is just as heavily advertised.
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Why short-term investing is strictly a ‘mug’s game’
Tackling retail wealth management from a very institutional perspective is an approach that is delivering for two former Lloyds colleagues.
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Markets already pricing in global recovery, warns Coram AM
Financial markets appear to be pricing in an expected global economic recovery according to Coram Asset Management.
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Rate rises won’t help active managers- S&P Dow Jones Indices
Interest rate rises in the United States and United Kingdom expected in the relatively near future will not help active managers to outperform the market, according to S&P Dow Jones Indices.
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PA ANALYSIS: The great global equity fund flop
Equities have inarguably been the best growth trade of recent years, so why have global funds, which supposedly cherry pick the winners, consistently struggled?
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Standard Life shares slip on pension worries, slowing inflows
Demand for Standard Life Investments’ MyFolio and multi-asset suites helped ease the pain of falling annuity sales, Standard Life said in its first half results.
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PA ANALYSIS: Will rate hike and loan rise be a chance for the challengers?
With business lending set to increase and a rate rise looming, will this window of opportunity for UK challenger banks be something investors can tap into?
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Emerging markets: a source of value?
“The pessimist complains about the wind; the optimist expects it to change; the realist adjusts the sails.” William Arthur Ward
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US bull market could be the longest in history – Artemis
There is nothing to suggest that the US equity bull market is over, says Artemis’ Simon Edelsten, and it has the potential to be the longest in history.
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UK equities benefiting from M&A uplift
UK equities are benefiting from a big upswing in mergers and acquisitions according to data company Intralinks.