Ruffer Why we lack faith in buoyant equities
Ruffer’s Steve Russell and Hamish Baillie have said they lack faith in today’s buoyant equity market because the best argument for buying stocks is there are few alternatives.
Macro News
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Is Argentina the next recovery buy
Despite the economic and political challenges facing Argentina, the stock market has this year risen close to 50% in US dollar terms and is “tempting” some investors
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Jobs data reignites taper talk
The US economy was buoyed by over 200k new jobs in October, but commentators are still in two minds whether QE tapering will start before the end of the year.
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Complacent ECB warned of deflationary disaster
Commentators have backed credit while warning of the “spectre of deflation” in the eurozone after the ECB surprised analysts with an interest rate cut to 0.25%.
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What will Draghi do to soothe deflationary fears
The results of the European Central Bank monetary policy meeting are likely to include action to address fears of deflation – the question is what form that will take.
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Secondary property returns are set to rise
There is growing evidence of improving sentiment surrounding the secondary property market, with one of the closed-end sector’s largest real estate vehicles anticipating an “increased floor” in achievable returns.
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Economic stats set to hit BoE targets faster
Activity levels within the UK’s services sector have hit a 16-year peak and are closing in on the country’s all-time high, data has revealed.
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China investors set to profit from mega reform
China is days away from massive financial reform with stocks linked to areas receiving government support set to boom in 2014, according to Mirabaud’s emerging markets head Daniel Tubbs.
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Remarkable Fed statement keeps tapering on hold
The Federal Reserve has decided to keep its bond buying programme unchanged, according to a ‘remarkable‘ statement issued last night that failed to touch on the government shutdown.
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Tulloch and Lau Asia can capitalise on weaknesses
Asian leaders should use the current slowdown to push through some much-needed structural reforms, First State’s Angus Tulloch and Martin Lau have said, arguing that turning weakness to their advantage will boost growth over the longer term.
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Positivity around Europe hits six year high
Sentiment towards European equities has reached a six-year high, according to the Bank of America Merrill Lynch Fund Manager Survey for October.
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Mid caps to boom as UK GDP surges
Mid-cap stocks look to be key beneficiaries following the encouraging UK GDP data from the Office for National Statistics, according to industry commentators.
