Investors displaying significant overconfidence – natixis
Investors could be setting themselves up for a significant amount of disappointment, a new survey by Natixis reveals.
Macro News
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Market may be mispricing election risk – Russell Investments
The market may be incorrectly pricing the uncertainty resulting from the upcoming United Kingdom election, according to Nick French, head of UK Wealth Management at Russell Investments.
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Service upgrades could trump lower fees – brown shipley
Lower service charges may not necessarily be on the cards, but wealth managers must provide value for their percentage, according to the head of Brown Shipley’s Manchester office Jon Sherlock.
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Feb noflation underlines UK rates tightrope
UK inflation fell to zero in February, the ONS reported on Tuesday, the lowest level on record.
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Budget 2015: Winners, losers and kneejerk reactions
The dust is still swirling around the House of Commons and copies of white papers are being furiously read, but the initial reactions are in on this year’s national budget. And, the consensus, if one believes twitter and the stock market seems to be mixed.
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Optimistic about equity returns Brewin Dolphin
With an eye on the last third of the year, there is no need to downgrade forecasts, according to Brewin Dolphin's head of research Guy Foster.
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Emerging markets buffeted by shifting sentiment
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.
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MPC still split on rate hike
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.
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Scottish independence The financial implications
International Adviser considers six potential financial implications of a “Yes” vote to Scottish independence
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OECD forecasts put new pressure on ECB
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.
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Gold predictive powers to return UBS
Golds use as a macro-economic barometer is set to increase, say UBS commodities analysts Edel Tully and Joni Teves.
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Deflationary pressures prove quality is king
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.