Three reasons to be excited about UK small caps
According to AXA’s Henry Lowson small caps continue to offer a premium growth opportunity over the medium term.
Macro News
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ING highlights Russian danger to EU economy
New analysis by ING has quantified the economic peril faced by the European Union as a result of Russias boycott of EU produced food.
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Volatility risks to the upside Schroders
While the Schroders multi-asset team expects the low volatility regime to continue, the market is not immune to short term catalysts.
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Weaker than expected inflation buys Carney time
According to analysts, the 1.6% headline inflation number means a rate hike this year is becoming less likely.
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Corporate bonds suddenly return to favour
European investors have suddenly started to pour in money into corporate bonds in June, while net inflows into high yield bond funds collapsed.
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The recent selloff passing shower
UBS strategist, Matthew Richards discusses five pressing questions in light of the recent market sell-off.
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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.
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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.
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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.