EM buying opp through misguided selloff
EM sell-off creates a buying opp, suggests Towry’s Andrew Wilson
Macro News
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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.
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Rising equity markets drives business volumes
Investment managers have remained remarkably optimistic over the last quarter, a PwC report reveals.
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Wages and consumption to underpin growth in Asia
Market sentiment in Asia appears to be improving‚ albeit with one cautious eye on tapering in the US.
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IT managers say Abenomics is on track
The wide-ranging programme to revitalise the Japanese economy and raise its growth rate in the long term, as well as provide short-term stimulus, dubbed Abenomics, is on track.
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German GDP figures show domestic growth
German GDP figures released on Wednesday showed weaker than expected growth.
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World Bank warns over ending QE
World Bank report warns tapering measures could end in a car cash for emerging markets.