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.
Macro News
-
-
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.
-
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.
-
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.
-
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.
-
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.
-
Spring Budget 2017: the highlights
While chancellor of the exchequer Philip Hammond delivered a Budget that didn’t break the mould, the investment community had plenty to say on these top four budget talking points.
-
Gender gap demands ‘bold change’ by funds sector
Fund management is severely lagging other male-dominated industries in addressing gender inequality, despite growing intent to tackle the issue.
-
PA ANALYSIS: Budget double blow for economy’s ‘lifeblood’
The self employed and small business owners received a double blow in Wednesday’s Spring Budget.
-
Budget 2017: UK cuts tax-free dividend allowance to £2k
Chancellor Philip Hammond slashed the tax-free dividend allowance from £5,000 to £2,000 as he announced his first – and last – Spring Budget.
-
Surprise 25% Qrops charge rocks UK pension transfer market
The UK government’s shock decision to impose a 25% charge on transfers to foreign pension schemes announced in the Spring Budget could go as far as to “shut down” the Qrops market, according to industry observers.
-
‘Sugar rush of growth’ good news for equities – Aviva’s Samouilhan
Aviva Investors’ Nick Samouilhan is keen to capture a “sugar rush of growth” coming through by tapping into the current equity market optimism.