Frontiers set to win from EM crisis Numis
Frontier markets have significantly beaten their EM counterparts for the first time since 2005, according to Numis Securities.
Macro News
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BoE blurs guidance points to 2015 rate rise
A change in forward guidance blurs policy measures in the Inflation Report released by the Bank of England today.
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SLI on Abe misdiagnosis of Japan ills
SLI said export numbers suggest Abe's government must go further with structural reform
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Colombia the new EM investment pick
Investors are making the case for non-state-controlled companies in resource-rich Latin America
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Hedge funds avoided short-term pain Lyxor
Hedge funds have weathered the relative storms attached to emerging markets, global growth and central banks in recent weeks.
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EM buying opp through misguided selloff
EM sell-off creates a buying opp, suggests Towry’s Andrew Wilson
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Business confidence hits record high says ICAEW
Confidence in UK business has reached a record high though floundering exports could mean this is short-lived.
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This year is 2013 in slow motion
Stephanie Flanders, chief market strategist for UK & Europe at JP Morgan Asset Management (JPMAM), is expecting 2014 to be 2013 in slow motion for equities and fixed income.
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Muzinich outlines credit themes for 2014
High yield bonds are likely to outperform sovereign and investment grade credit again in 2014.
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Emerging market equity falls to get worse Becket
Emerging market equities have seen falls accelerate and things could get worse before they improve, in the view of Tom Becket, chief investment officer of PSigma Investment Management.
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SW Mitchell banks to double in value
SW Mitchell founder and investment manager Stuart Mitchell has described the investment opportunity presented by European retail banks as the ‘kind that comes once in a lifetime’ with 100 per cent valuation growth expected in the short to medium term.
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Global activity strengthening – IMF
The IMF projects global growth to be slightly higher in 2014.