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.
Macro News
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BlackRock tipping Korean equities
Korean equities are set to benefit from favourable monetary policy and regulatory moves according to BlackRock.
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Europes engine room losing power
German equities have lost ground during the third quarter of the year relative to
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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.
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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.
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Carney confident but strikes dovish tone
Bank of England governor Mark Carney struck a notably more dovish tone in his public remarks today despite
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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.
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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.
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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.
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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.
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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.
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Russian clouds cast shadow over upcoming ECB
The ratcheting up of sanctions against Russia by the European Union has cast an economic shadow over the ECB meeting coming up on 7 August.