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
Macro News
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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
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Frozen US economy still thawing figures reveal
Hit by a cold snap the US economy withdrew to a crawling pace in the first three months of the year, at a rate of just 0.1%.
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Outburst of corporate marriages to continue Psigma
There are likely to be fewer large-scale acquisitions than in the last cycle, with a refocus corporate activity.
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UK GDP up 08 in Q1
ONS says growth a fraction under forecasts
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Investors may be underestimating Ukrainian crisis
Bank of America Merrill Lynch sees reasons for concern in the global macro picture
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US Fed like the Oracle of Delphi
Gustavo Medeiros, portfolio manager at Ashmore, has compared the US Federal Reserve to the Oracle of Delphi in its ambiguity.
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Chinese financials Russian energy stocks in common
Any position in broad emerging markets based on valuation is to a large extent a view on Chinese financials and Russian energy stocks, according to Schroders’ Johanna Kyrklund.
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currency the doorway back into Indian equities
A combination of improving headline macro-economic numbers, the rising expectation of a market friendly election result, plus ongoing uncertainty within the emerging market peer group, is drawing India back onto the global radar.
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Emerging markets key to global growth Barnett
Mark Barnett says uncertainty over the strength of economic growth in emerging markets, particularly China, is not supportive for global growth.
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China may be financial accident waiting to happen
Stalling growth in China is fuelling concerns of a negative impact on the global economy.