Ten years on, are investors repeating the mistakes of 2007?
Investors risk being lulled into a false sense of security in the current low-volatility environment, according to Brooks Macdonald’s Dr Niall O’Connor.
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ONS: Gilts on top as investors dump short-term assets
Institutional investors favoured UK gilts over short-term assets in the last three months of 2016, according to the latest data from the Office for National Statistics (ONS).
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Fed signals new policy phase, and six further rate hikes?
The Federal Reserve’s decision to raise its benchmark rate for the second time in three months, has led to speculation of further rises this year, with another four to come in 2018.
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Investor sentiment rides high but is market optimism misplaced?
Investor sentiment has improved on the back of positive economic signals this year according to Lloyds Private Bank, but analysts have warned that UK markets are not in as good a shape as they seem.
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Government cuts Lloyds stake but RBS still ‘elephant in the room’
Taxpayers are a step closer to recovering the £20.3bn pumped into Lloyds Bank after the UK government announced it had cut its holdings to below 3%.
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How low can sterling go?
Sterling hit an eight-week low on Tuesday morning in reaction to Parliament’s approval of the Article 50 bill – but with at least two years of negotiations ahead, could the currency fall even further?
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Miton’s Jane backs ‘undervalued’ European banks
Undervalued European banks offer great opportunity for investors in 2017 after being “squished” in recent years according to Miton’s David Jane.
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Investors wary on US, despite jobs boost
Booming employment rates may have had president Donald Trump patting himself on the back, but investors should avoid putting too much emphasis on good short-term news coming from the US.
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Gilt market ‘unfazed’ by Budget, despite sell off
Gilt markets were unfazed by Wednesday’s Budget announcements with the chancellor merely “tinkering” without hitting expectations, according to RLAM.
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No basis for hawkish turn as ECB holds firm
A meeting of the European Central Bank heralded few surprises on Thursday, but added fuel to speculation QE will continue past 2017.
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Woodford: OBR coming around to ‘our benign view’
The Spring budget was more about ‘context not content’ according to fund manager Neil Woodford, who noted the ‘more benign’ OBR forecasts for the UK economy.
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Ashburton: Tax reform a ‘game changer’ for Indian investors
India’s new goods and services tax (GST) will be a “game changer” for investors in the country as it moves from a ‘black’ economy to a more formal one, according to Ashburton CIO Jonathan Schiessl.