Macro News

  • GAM s got it covered

    GAM s got it covered

    GAM’s Graham Wainer explains that diversification and flexibility are essential to making waves within the fluid asset management business

  • Commerce survey points to continued UK growth

    Commerce survey points to continued UK growth

    A new survey by the British Chambers of Commerce points to a continuation of growth in the UK economy.

  • Barings staying overweight equities

    Barings staying overweight equities

    Barings Asset Management is remaining overweight in equities due to a belief that global monetary policy will be supportive of market valuations.

  • uk leave france in cloud of dust as speeds ahead

    uk leave france in cloud of dust as speeds ahead

    By 2020, the UK economy is likely to overtake France to emerge as second largest economy in the EU, the latest PwC report concludes.

  • Moody's report forecasts surge in M&A activity

    Moody’s report forecasts surge in M&A activity

    M&A activity in the asset management industry will likely pick up in the next 12-24 months largely due to improving economic conditions, according to latest data by Moodys Investor Service.

  • ECB keeps QE on the table

    ECB keeps QE on the table

    The European Central Bank president Mario Draghi declined to dampen down expectations of a move to full quantitative easing at the ECB's news conference today.

  • Two places to look for negative correlation

    Two places to look for negative correlation

    In a world where one can no longer rely on bonds for negative correlation, one has to look for alternative diversifiers.

  • income portfolios need to recognise increased risk

    income portfolios need to recognise increased risk

    Portfolio managers need to be cleverer in the way they approach the construction of income portfolios because the risks in the market have changed significantly says Dan Kemp.

  • Asset managers facing seismic shift

    Asset managers facing seismic shift

    Traditional active managers have already had to adapt to significant changes within the institutional market, but according to Deloitte, the now face the likelihood of a radically reshaped retail market.

  • Carney continues to use Maradona effect

    Carney continues to use Maradona effect

    Mark Carney has moved to dampen down the mounting expectation of an imminent interest rate rise by making dovish comments during an appearance before the Treasury Select Committee.

  • vanguard 50pc of advisers plan to increase etf

    vanguard 50pc of advisers plan to increase etf

    In a survey taken at its June Investment Symposium, Vanguard Asset Management found that half of advisers polled plan to increase their ETF exposure.

  • global asset manager profits top pre peak

    global asset manager profits top pre peak

    Latest research by consultancy firm McKinsey shows that the global asset management industry saw its best year ever in 2013, topping pre-financial crisis highs.