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.
Macro News
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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.
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Argentina contagion unlikely Fidelity says
Contagion stemming from Argentinas second default on its national debt to other sovereign issuers is unlikely, according to Fidelity Investments.
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US GDP surprisingly robust
The United States Bureau of Economic Analysis has said the US economy grew a surprisingly strong 4% year-on-year during the second quarter.
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The investment holy grail
Richard Stammers, European Wealth investment strategist discusses the need for investors to readjust their yield expectations and the need for downside protection.
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MPC minutes reveal tipping point approaching
The minutes of the Bank of Englands latest monetary policy committee meeting show a continuation of the build-up toward a tipping point
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How much quieter can markets get
Threadneedle CIO, Mark Burgess, says the group has been left rather puzzled by the lack of an increase in core yields.
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BAML warns of growing macro worry list
Bank of America Merrill Lynch has warned of a growing worry list of threats to the global economy.
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Despite volatility EMs still offering value Mobius
The underlying economic conditions within emerging markets appear to be improving, Mark Mobius said.
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Inflation spike cranks up pressure on Carney
A surprisingly large rise in inflation has increased pressure on Mark Carney and the Bank of Englands monetary policy committee as they continue to walk a rate rise tightrope.
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Investors cautious on sustainable uk growth
While UK equities performed well in the second quarter 2014 and in July to date, investors should be cautious on the sustainability of the UK economic recovery.