How to profit from negative yielding markets
Bondholders have been penalised by traditional benchmarks that have failed to grasp the current reality of low and negative yields, First State Investment’s Jamie Grant has said.
Macro News
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Asset managers celebrated at insurance awards
Asset managers working behind the scenes at some of the UK’s top insurance companies have been recognised at the inaugural Insurance Investment Exchange awards.
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The five questions to ask following the US Fed rate hike
The third 0.25% interest rate hike of this upcycle from the US Federal Reserve begs five questions, all of which have implications for the US, the globe and portfolios.
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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.