Banks are market leaders in valuation terms – Fidelity
The banking sector is the market leader in valuation terms, says Fidelity’s Alex Wright, and investors can once again feel comfortable with it.
Macro Views
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Productivity will be decisive factor in 2015 returns – BlackRock
Global productivity may be in a cyclical trough warned BlackRock’s Ewen Cameron Watt, and failure to deliver an upturn could have significant ramifications across financial markets.
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Ignore everything except the cash flow – Artemis
Equity income investors must avoid “illusory” company valuations by ignoring everything except cash flow, says Artemis’ Adrian Gosden.
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Grexit is nothing more than a “distraction”, says Kames CIO
Greece leaving the euro will not come to pass and is nothing more than a “distraction issue”, says Kames CIO Stephen Jones.
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Investors can beat the heat by taking on hybrids – Fidelity
The global economy is teetering between recovery and overheating, says Fidelity’s Eugene Philalithis, and investors should prepare for rising inflation by taking on hybrid assets.
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‘Northern powerhouse’ is where the real value is in UK commercial property
The UK commercial property growth cycle is spreading away from London, according to industry experts.
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‘Westernisation’ of Chinese banks threatens US and European counterparts – Dehn
The ‘Westernisation’ of Chinese banks will see them directly competing with their US and European counterparts, says Ashmore’s Jan Dehn.
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UK rate rise could come this year- BMO Global AM
The Bank of England could raise interest rates this year according to BMO Global Asset Management economist Steven Bell.
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Fed should ignore US equity bears – UBS
Sceptics on US equities heading higher are suffering from bearishness and Janet Yellen should pay less attention to the market, according to UBS’ Tom Digenan.
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Debating the traps of a Chinese bear market
With Chinese stocks having officially entered bear territory earlier this week, industry experts are divided on which neck of the woods the market will end up in.
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PA ANALYSIS: Mixed messages making UK equities a tricky call
Mixed messages on the health of the United Kingdom’s economy are making deciding on a UK equities weighting a particularly tricky task right now.
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Some fund houses believe Greece outcome containable
Greece’s possible default and exit from the Eurozone will not undermine Europe’s economic recovery, some fund houses say.