PA ANALYSIS: How safe is all that new cash in European equities?
June is shaping up to be a significant month in the history of the European Union, and for European shares.
June is shaping up to be a significant month in the history of the European Union, and for European shares.
The prevailing consensus has settled around the expectation that the first UK interest rate hike is a considerable way off, but there are reasons to think this could quickly change once again.
Markus Schuller, a Monaco-based consultant who gives asset allocation and strategic advice to global financial institutions, talks to EIE’s editor Dylan Emery about the investment implications of investor irrationality, and why passive should be the core of your portfolio.
Expectation is mounting that China is planning its own version of quantitative easing and investors weighing up how to play the world’s most populated country may struggle to assess the situation.
Neptune has promoted James Dowey to the newly created role of chief investment officer alongside his position as chief economist.
UK company earnings continue to lag share price valuations, but investors in consumer discretionary can bridge the discrepancy, says JP Morgan Asset Management’s Guy Anderson.
The UK is currently being buffeted by a mix of politics, interest rate risk and currency concerns, according to JP Morgan Asset Management chief market strategist Stephanie Flanders.
Global macro has been the best performing hedge fund strategy during the first quarter of 2015, research by GAM has revealed.
US markets slipped on Wednesday after it was announced that business spending fell for the sixth straight month.
Tuesdays announcement by the Office of National Statistics that UK inflation fell to zero in February underlined, not only that rates are unlikely to move higher anytime soon, but also just how quickly consensus can change.
The dollar has yet to feel the full effect of US rate hike expectations, says Natixis Global Asset Management.
The next significant trade within European credit markets is likely to be out of Europe and into treasuries and gilts, says Odeys Tim Bond.