Macro News

  • SG: Weak sterling aids UK deficit, but beware sour Brexit

    SG: Weak sterling aids UK deficit, but beware sour Brexit

    Weaker sterling has helped reduce the UK account deficit beyond expectations, but Société Générale’s chief UK economist Brian Hilliard suspects sour Brexit negotiations will prevent it from falling too far.

  • Economists warn BoE could hold rates as wages stall

    Economists warn BoE could hold rates as wages stall

    Non-existent wage growth and rising inflation could put the Bank of England off any rate hikes in 2017 as the economy tightens.

  • JPM: New regime on the cards for active managers?

    JPM: New regime on the cards for active managers?

    Active managers could finally shine versus their passive rivals if equity correlations start to diverge, according to JP Morgan Asset Management.

  • Miton’s Jane: Beware correction in US autos

    Miton’s Jane: Beware correction in US autos

    Miton’s David Jane is seeing the US automotive sector as the next big potential headwind for the economy.

  • Fed still on track to hike rates despite limp job growth

    Fed still on track to hike rates despite limp job growth

    The US Federal Reserve is still on track to hike rates in June, despite Friday’s data showing a slowdown in job growth throughout March.

  • ONS: We will spot next downturn earlier

    ONS: We will spot next downturn earlier

    A future economic downturn will be spotted much earlier thanks to new measures brought in to improve forecasts, the Office for National Statistics (ONS) has claimed.

  • S&P: Most active funds fail to survive past 10 years

    S&P: Most active funds fail to survive past 10 years

    Fewer than half of all UK equity funds manage to survive longer than 10 years, according to the latest research from ratings agency S&P.

  • Coram AM: M&A opens door for challenger banks

    Coram AM: M&A opens door for challenger banks

    A surge in M&A within the alternative credit space over the next few years makes it an attractive proposition for investors according to Coram Asset Management’s James Sullivan.

  • The bull case for commodities

    The bull case for commodities

    After hitting a 14-year low in January 2016, commodity prices have staged a revival as producers scale back supply, slowly bringing the market back into balance. But is this sustainable?

  • Deloitte: FTSE CFO optimism at 18-month high

    Deloitte: FTSE CFO optimism at 18-month high

    Optimism among top UK business leaders is at an 18-month high, according to a survey of chief financial officers which also found a shift back towards growth and capital investment.

  • How 'hot desking' will hit property funds

    How ‘hot desking’ will hit property funds

    The commercial property sector is facing a devastating structural headwind that will only come to the fore over the next decade, according to Architas’ Nathan Sweeney.

  • SLI, Henderson and IP funds added to new IA sector

    SLI, Henderson and IP funds added to new IA sector

    The IA’s Volatility Managed sector will host a wide swathe of products, including SLI’s MyFolio range, Henderson Global Investors’ core income products and Invesco Perpetual’s Balanced Risk portfolios.