Macro News

  • Secondary property returns are set to rise

    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.

  • Economic stats set to hit BoE targets faster

    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.

  • China investors set to profit from mega reform

    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.

  • Remarkable Fed statement keeps tapering on hold

    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.

  • Tulloch and Lau Asia can capitalise on weaknesses

    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.

  • Positivity around Europe hits six year high

    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.

  • Mid caps to boom as UK GDP surges

    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.

  • John Bennett europe recovery

    John Bennett europe recovery

    The recovery in the European economy is pretty tepid, but the fundamentals have stopped getting worse, which is all it takes for investors to profit, says John Bennett, fund manager of Henderson European Focus Trust.

  • India woes turnaround

    India woes turnaround

    Raghuram Rajan inspired an outbreak of optimism when he took the reins as the Governor of the Reserve Bank of India. Economists now suggest that this is not merely irrational exuberance, and is grounded in realistic expectations of economic improvement.

  • India woes turnaround

    India woes turnaround

    Raghuram Rajan inspired an outbreak of optimism when he took the reins as the Governor of the Reserve Bank of India. Economists now suggest that this is not merely irrational exuberance, and is grounded in realistic expectations of economic improvement.

  • High yield bond funds risk

    High yield bond funds risk

    High yield bonds, and companies struggling to borrow, are both unexpected ‘safe places to hide’ in an era of cheap money, according to Ben Bennett, credit strategist for Legal & General.

  • us jobs tapering postponed

    us jobs tapering postponed

    It looks increasingly likely that tapering will be off the table in the US following the weaker than expected payrolls numbers.