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Macro News

  • Inflation fear varies widely Legg Mason finds

    Inflation fear varies widely Legg Mason finds

    New survey highlights big differences in inflation fears across countries.

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    2 minutes
  • Emerging markets at attractive valuations JPMAM

    Emerging markets at attractive valuations JPMAM

    Political uncertainty and currency volatility have increased sell offs, leaving emerging market equities at attractive valuations for investors with a long time horizon.

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    2 minutes
  • Make space for Africa Swiss and Global

    Make space for Africa Swiss and Global

    A rising demand for minerals and oil has boosted the sub-Saharan economy by more than triple its size.

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    1 minute
  • Copper pressured due to supply surplus

    Copper pressured due to supply surplus

    The copper market was largely balanced in 2013, despite global mine production rising by 8%, its fastest pace in over a decade, said Thomson Reuters GFMS.

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    3 minutes
  • Threadneedle halves equity overweight

    Threadneedle halves equity overweight

    Threadneedle Investments has halved its equity overweight in the last week, shifting approximately $1bn back into cash amid concerns over China and reservation over the asset class.

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    2 minutes
  • Why Europe needs to raise its game

    Why Europe needs to raise its game

    Peripheral Europe needs to raise its game against Germany if it is to prosper, while disparate inflation rates are a necessary part of the eurozones very painful adjustment process, according to Arbuthnots Ruth Lea.

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    2 minutes
  • US equity returns zero through 2020

    US equity returns zero through 2020

    After five years of solid gains on the US stock market the next seven could deliver absolutely nothing, according to GMOs James Montier.

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    1 minute
  • Damn it Janet US headline Jukes is waiting for

    Damn it Janet US headline Jukes is waiting for

    There are not many ‘safe’ investments at the moment but the US is one of them, according to Canaccord Genuity's Robert Jukes.

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    1 minute
  • Growth in UK services industry cools in March

    Growth in UK services industry cools in March

    The UK services sector kept rising in March but its rate of growth has been slowing down.

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    1 minute
  • BoE and Govt risk frozen food BBQ

    BoE and Govt risk frozen food BBQ

    The Bank of England and the Government could create a frozen food barbeque effect by overestimating the amount of slack in the UK economy, according to Legal & General Investment Management.

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    2 minutes
  • Is now a GEM buying opportunity

    Is now a GEM buying opportunity

    With the GEM sector trading at an average 9% discount against the broader markets 4%, is now a buying opportunity?

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    1 minute
  • UK equity funds still top sellers in February

    UK equity funds still top sellers in February

    UK equity funds proved to be the best-selling for the fourth consecutive month with net retail sales of £555m.

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    2 minutes