Will 2014 offer anything different to 2013
Last year was a good year for developed markets, but as with any new year investors will be looking at the next 12 months with a mixture of anticipation and trepidation.
Macro News
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Stock selection is crucial in Europe
Stock selection will be crucial to delivering performance from European equities in 2014, according to Rory Bateman, head of UK and European equity at Schroders.
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Good GDP bad current account balance
In the July to September period, the UKs GDP stood unrevised at 0.8% as growth estimates for previous quarters were revised upwards, according to data published today by the Office of National Statistics (ONS).
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Managers unfazed by falling unemployment
As markets and portfolio managers in many parts of the world prepare to wind down for the festive season, UK headlines have been gripped by one topic – tumbling unemployment figures. The question is: who is about to make big portfolio moves in late December?
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PA Panel what to expect in 2014
Its that time of year when we turn to the big brains behind Portfolio Advisers investment panel and see where theyre planning to place their bets next year.
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Coutts he who dares wins but safely please
In its 2014 investment outlook fresh off the printing press this morning, Coutts has captured the three strategies that investors should consider when building a portfolio for the New Year.
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Patience needed but gold will shine again
Charles Stanley Directs Rob Morgan has said the case for gold still exists despite the miserable performance of gold mining equities and a declining bullion price.
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ireland first out of eurozone bailout
Ireland will officially become the first eurozone country to exit the bailout programme this weekend, as the 85bn (£71bn) loan facility set up by the troika of the International Monetary Fund (IMF), the European Commission and the European Central Bank (ECB) expires.
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Charles Stanley chucks out textbooks
The textbook view of markets comprising either defensive or cyclical stocks has been turned upside down due to current valuations, in the view of Rob Morgan, pension and investments analyst at Charles Stanley Direct.
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stock market setback overdue
Barclays Wealth and Investment Management believes a stock market setback is long overdue and has been adding further to its cash positions.
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Ice man Edwards backs bonds
Albert Edwards, strategist at Societe Generale, continues to believe in his Ice Age thesis [a period of low inflation and near deflation], and argues investors should be moving to an overweight position in bonds.
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Threats will be external not US says Schroders
Schroders Joanna Shatney said the biggest threat facing her next year was that of an external monetary policy mistake, with the proximity and importance of the election in Q3 likely to dampen the threat of any domestic political manoeuvring.