Emerging Markets (EM) asset prices and currencies have been buffeted by the shifting sentiments about the US, Europe and Japan, although fundamentals in EM have hardly changed relative to the heavily indebted developed countries.
The Bank of England monetary policy committee is still split seven-two on whether the UK interest rate needs to be raised, minutes released today show.
International Adviser considers six potential financial implications of a “Yes” vote to Scottish independence
The Organisation for Economic Cooperation and Development has cut its global economic growth forecasts due to concern over the impact of the sluggish eurozone economy and geopolitical trouble spots around the world.
Golds use as a macro-economic barometer is set to increase, say UBS commodities analysts Edel Tully and Joni Teves.
Patience is a virtue, with European investors best off ignoring market froth and instead remembering lessons learned from Japans lost decade, according to Carmignacs Dider Saint-Georges.
The possibility of a delayed rate hike in the UK combined with a more active ECB could create an inflationary shock, says Kames head of fixed income David Roberts.
With the prospects of rising interest rates in the UK and the US and continued uncertainty in the market more generally, many investors are looking to shorten the duration within their bond portfolios.
European-listed ETFs and ETP assets reached a record high at the end of August of $477.4bn, ETFGI said on Monday.
The pound fell significantly in value on Monday and some UK equities slid sharlpy after a poll published at the weekend reported a slim majority in favour of Scotland leaving the United Kingdom.
Axa Investment Manager has warned that recent economic weakness and declines in bond yields have raised concerns about a Japanese scenario’ in the euro area.
Monetary policy doves have had their position boosted by a US non-farm payroll number for August which significantly undershot most forecasts.
