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.
Macro News
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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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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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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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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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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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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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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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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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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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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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Greetham US stocks to bounce back
Fidelity’s Trevor Greetham expects US economy to bounce back from weather-induced Q2 weakness