Consumers the key to Bric performance
A simplistic thematic take on the Bric story is no longer enough.
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Macro News
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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
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Markets have been ahead of BoE industry says
Markets appear to have run ahead of the Bank of England on the evidence of its inflation report news conference
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Spare capacity means no rush to raise rates
According to the Bank of England, when it does start raising rates they will do so only gradually.
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Gold investors may have already seen 2014 high
According to Metals Focus, gold is not expected to trade higher than $1,375/oz in 2014.
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GDP on the rise but UK trade disappoints
A revised GDP forecast shines a light on UK economy recovery, but weak productivity performance shadows improved figures.
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Draghi opens door to rate cuts BAML says
Draghi’s latest comments indicate a near term cut now more likely than not, in the view of Bank of America Merrill Lynch.
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JPM says look closely at Euro auto medical stocks
JP Morgan Asset Management says macro picture means investors should target European automotive and medical sectors in particular
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MGs Woolnough calls for interest rate hike
Woolnough, who runs the £19.6bn M&G Optimal Income Fund which is sold across continental Europe, told International Adviser that if this policy stance is maintained “eventually inflation will come back”. “I’d argue that even if they keep rates low you won’t get inflation to the extent that you have historically. So I’m a firm believer…
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JPM Flanders says it pays to be risk taker
Flanders upbeat on the global economy as JPMAM says 85% of countries now in expansion mode