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Macro News

  • Navigating the income transition

    Navigating the income transition

    There is a transition going on in the income space, argues Aviva Investors senior multi-asset fund manager, Nick Samouilhan.

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    1 minute
  • US PMI contraction muddies rate rise waters

    US PMI contraction muddies rate rise waters

    The ISM’s closely PMI report showed a contraction in US manufacturing for the first time since November 2012, the institute reported on Tuesday.

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    2 minutes
  • IMF: RMB goes into the currency basket

    IMF: RMB goes into the currency basket

    China’s renminbi has been included in the special drawing rights currency basket, according to yesterday’s IMF executive board decision.

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    2 minutes
  • Investors find their way back to EM equities

    Investors find their way back to EM equities

    Emerging market equities have returned to favour with European investors, for as long as it lasts. After 10 straight months of net outflows, money is finally flowing into the asset class again, according to the latest Morningstar fund flows data.

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    2 minutes
  • Japan's manufacturing up in October

    Japan’s manufacturing up in October

    An increase in monthly manufacturing suggests the possibility for economic improvement after Japan fell into recession in Q3.

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    2 minutes
  • Construction is booming in Japan

    Construction is booming in Japan

    Japan falling into a technical recession despite the monetary stimulus measures that have been taken does not mean there are no bright spots in the country, including a booming construction sector.

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    2 minutes
  • Japan set to reveal GDP contraction, says SuMi TRUST

    Japan set to reveal GDP contraction, says SuMi TRUST

    SuMi TRUST economist Genzo Kimura has forecast a GDP decline of 0.3% will be revealed when Japan publishes figures on Monday.

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    2 minutes
  • UK wage growth weaker than expected

    UK wage growth weaker than expected

    Marginally weaker wage growth figures may give Mark Carney the excuse he needs not to raise rates, says Shaun Port, chief investment officer at Nutmeg.

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    2 minutes
  • Q4 could surprise on the upside, says BlackRock’s Bolton

    Q4 could surprise on the upside, says BlackRock’s Bolton

    A slowdown in China is to be expected, but not a hard landing, meaning expectations on European equities are now too pessimistic, according to BlackRock’s Nigel Bolton.

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    2 minutes
  • US job number points to December rate rise

    US job number points to December rate rise

    The number of jobs created in the United States in October rose to 271,000 the Labor Department revealed today – far above the consensus forecast of 182,000- fuelling expectations of a December rate hike.

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    1 minute
  • Large cap dispersion providing exciting opportunity - Wharrier

    Large cap dispersion providing exciting opportunity – Wharrier

    The potential for shares to become mis-priced is greater now than at any point in my career, said Mark Wharrier, manager of the BlackRock UK Income Fund.

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    2 minutes
  • Migration crisis could increase market volatility, says RBC’s Carrier

    Migration crisis could increase market volatility, says RBC’s Carrier

    The European refugee crisis could cause a rise in market volatility, said Frédérique Carrier, director of European equities at RBC Wealth Management.

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    1 minute