Ireland the poster child of austerity JPMAM
The country has overcome its difficulties of recent years to become the poster child of austerity, in the view of Michael Barakos, CIO at JPMAM.
The country has overcome its difficulties of recent years to become the poster child of austerity, in the view of Michael Barakos, CIO at JPMAM.
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In the global equity sector, technology and health stand out offering attractive opportunities, according to Swiss & Global and its parent GAM.
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New survey highlights big differences in inflation fears across countries.
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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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A rising demand for minerals and oil has boosted the sub-Saharan economy by more than triple its size.
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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 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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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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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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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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The UK services sector kept rising in March but its rate of growth has been slowing down.
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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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