Macro News

  • Europe takes the lead in dividend growth race

    Europe takes the lead in dividend growth race

    According to the latest edition of the Henderson Global Investors Dividend Index, 2014 could well be the best year for dividend growth since 2011.

  • UK GDP continues to outperform

    UK GDP continues to outperform

    The UK, in stark contrast to Eurozone heavyweights France and Germany, received good economic news once again as its GDP growth was revised up to 3.2% year on year.

  • BlackRock tipping Korean equities

    BlackRock tipping Korean equities

    Korean equities are set to benefit from favourable monetary policy and regulatory moves according to BlackRock.

  • Europes engine room losing power

    Europes engine room losing power

    German equities have lost ground during the third quarter of the year relative to

  • Investment Strategy Correlation regime change

    Investment Strategy Correlation regime change

    The financial crisis taught us that in extreme cases the major asset classes are all highly correlated and, as asset allocators have since learned, achieving appropriate diversification for clients is now harder than ever.

  • Liontrust macro managers disenchanted financials

    Liontrust macro managers disenchanted financials

    Despite displaying what may seem an overweight exposure to financials versus the FTSE All-Share, Liontrusts macro fund manager team is wary about the sector.

  • Carney confident but strikes dovish tone

    Carney confident but strikes dovish tone

    Bank of England governor Mark Carney struck a notably more dovish tone in his public remarks today despite

  • Mid-caps outperform FTSE 100 stocks

    Mid-caps outperform FTSE 100 stocks

    According to new analysis by the Share Centre, UK-listed midcap stocks with year-ends in March have performed significantly better than the 100 counterparts.

  • BAML downgrades Eurozone forecast

    BAML downgrades Eurozone forecast

    Bank of America Merrill Lynch has downgraded its forecast for Eurozone economic growth from 0.2% to 0.1% despite Mario Draghis best efforts.

  • Bo e and ecb offer no summer surprises

    Bo e and ecb offer no summer surprises

    The Bank of England and European Central Bank both kept rates on hold in line with market expectations.

  • UK equity market value given away cheap Train

    UK equity market value given away cheap Train

    According to Nick Train, manager of the Finsbury Growth and Income Trust, there remains long term value in the UK market.

  • Complacent eurozone set for another crisis

    Complacent eurozone set for another crisis

    Another crisis in Europe is “unavoidable” in order for reform to happen, says L&G Investment Management’s credit strategist Ben Bennett.