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Macro News

  • Consumer cyclicals can bridge earnings gap – JPMAM

    Consumer cyclicals can bridge earnings gap – JPMAM

    UK company earnings continue to lag share price valuations, but investors in consumer discretionary can bridge the discrepancy, says JP Morgan Asset Management’s Guy Anderson.

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    2 minutes
  • Benchmark freedom and EM investing

    Benchmark freedom and EM investing

    If the manager is freed from the benchmark, emerging markets offer many opportunities from a stock-picker’s perspective, particularly if headlines are negative, according to Ross Teverson, head of strategy for global emerging markets at Jupiter Asset Management.

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    3 minutes
  • Will Greece leave the euro? It looks increasingly likely, say fund selectors

    Will Greece leave the euro? It looks increasingly likely, say fund selectors

    European fund selectors are increasingly allowing for the possibility that Greece will leave the Eurozone. How markets will react to a Grexit is another question though.

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    2 minutes
  • QE, zero rates driving deflation – Terry Smith

    QE, zero rates driving deflation – Terry Smith

    Quantitative easing and its sister, zero interest rates are having a deflationary impact on the global economy says Fundsmith CEO, Terry Smith.

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    3 minutes
  • Adviser interest in GEMs, multi-asset continues to grow

    Adviser interest in GEMs, multi-asset continues to grow

    Multi-asset and global emerging markets remain growing areas of interest to advisers, new research by Square Mile Research and Consulting revealed on Wednesday.

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    2 minutes
  • QE ‘second wind’ could create corporate bond opportunity – RBC WM

    QE ‘second wind’ could create corporate bond opportunity – RBC WM

    Investors are set to benefit from a quantitative easing ‘second wind’ which will create opportunity in the corporate bond sector, says RBC Wealth Management’s Hakan Enokssen.

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    2 minutes
  • UK Q1 dividends halved year-on-year but 2015 forecast rises

    UK Q1 dividends halved year-on-year but 2015 forecast rises

    UK Q1 2015 dividend pay-outs were cut in half year-on-year, the Capita Dividend Monitor has revealed, alongside revising up its full-year projection.

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    1 minute
  • Valuation gap drives China demand for HK stocks

    Valuation gap drives China demand for HK stocks

    The huge surge in money flowing into Hong Kong stocks, which pushed the Hang Seng Index up to a seven-year high earlier this month, has been linked to a recent change in the Stock Connect initiative. But fund managers said the change was only a catalyst for the influx in funds.

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    2 minutes
  • Experts divided on ‘slimmed down’ pensions advice

    Experts divided on ‘slimmed down’ pensions advice

    Advisers should tweak their mandates to capitalise on the wave of fresh money coming from lower net-worth individuals in the new pension environment, according to FEIFA’s Paul Stanfield.

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    2 minutes
  • Expectation-beating earnings fail to cool fears of US overvaluation

    Expectation-beating earnings fail to cool fears of US overvaluation

    With roughly a quarter of US corporates having now reported earnings, analysts are beginning to make assessments of the current state of the US recovery and what can be legitimately expected from the rest of the latest earnings season.

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    1 minute
  • IMF warns of Fed danger as ECB reassures markets

    IMF warns of Fed danger as ECB reassures markets

    Both the International Monetary Fund and the European Central Bank have made significant statements on global economic issues, with the former issuing a warning and the latter offering reassurance.

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    1 minute
  • Asia could have capital outflows: Aberdeen

    Asia could have capital outflows: Aberdeen

    Asian markets could see capital outflows when the US raises interest rates, according to Hugh Young, managing director at Aberdeen Asset Management.

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    3 minutes