US manufacturing renaissance
According to a number of US fund managers, the re-emergence of US industry could provide US equities with a long lasting tailwind.
Macro News
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Bank of England hints at 2014 rate rise
Martin Weale, a member of the monetary policy committee has said an interest rate rise should happen sooner than later
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European deflation risk rising Schroders says
Risk of deflation in the Euro zone on the up according to asset manager
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EU elections not expected to trouble markets
Results of European elections under way today are very unlikely to cause major disruption in markets, fund managers have said
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European equities have much room to grow BlackRock
No surprises are expected in tomorrow’s European Elections, but equities have room to move, says BlackRock’s Alice Gaskell.
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Markets unfazed by first UK inflation rise
According to the Office for National Statistics UK inflation rose from 1.6% in March to 1.8% in April.
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UK smaller companies top sector AIC
A third of the top-performing investment companies are in the smaller companies sector, latest data by the AIC reveals.
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Commodity financialisation keeps Heartwood
The increasing dominance of financial players within commodity markets reduces their diversification appeal
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Consumers the key to Bric performance
A simplistic thematic take on the Bric story is no longer enough.
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DeAWM equities could rise further
Equities are not overvalued yet, the co-chief investment officer at DeAWM recently told investors.
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Modi win ramps up bullishness on India
Modis big win in Indias election is ramping up the bullishness on its prospects
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Asian bonds strongest growing asset class Investec
As western investors grow older, so asset allocators are going to need to go further afield for yield
