Macro News

  • greek bailout package in jeopardy

    greek bailout package in jeopardy

    European ministers are adamant that austerity measures the Greek government agreed a matter of days ago does not go far enough.

  • moodys puts uk on negative

    moodys puts uk on negative

    Moody’s, one of the big three ratings agencies, put the UK, France and Austria on negative outlook late last night, increasing concerns the countries will lose their prized AAA ratings.

  • Extreme investor positioning on europe

    Extreme investor positioning on europe

    Investor positioning and low valuations led European equities to outperform EM and Japan last year, and could present similar opportunities in 2012, according to BlackRock’s Market Barometer.

  • uk equities predicted to yield

    uk equities predicted to yield

    UK dividends are forecast to increase more than 10% in 2012 reaching a total of £75bn, according to Capita Registrars’ latest UK Dividend Monitor.

  • lower costs higher cash flow  business priorities

    lower costs higher cash flow business priorities

    A Deloitte survey of CFOs at UK-based businesses highlights their main priorities given concerns over the euro and a threat of a double-dip recession over here.

  • india to open stock market

    india to open stock market

    UK investors are to be allowed direct access to Indian equities, in a policy shift designed by the Indian government to increase the depth of the stock market and increase foreign inflows into the country.

  • 2012 expert guide to uk

    2012 expert guide to uk

    Richard Buxton and other UK specialist equity managers explain their outlook for 2012 and which sectors they will be investing in as a result.

  • 2012 expert guide to ex uk investment

    2012 expert guide to ex uk investment

    Anthony Bolton’s views on China are among those we have assembled to give an outlook on the investment opportunities outside the UK.

  • fitch cuts growth prediction for emerging asia

    fitch cuts growth prediction for emerging asia

    Fitch Ratings has lowered its growth rate forecast for emerging Asia.

  • uk misses its slice of pie

    uk misses its slice of pie

    The UK’s financial sector is at threat from the 23-member club created at the European Summit in the early hours of Friday morning, according to leading economists.

  • emerging markets replace europe

    emerging markets replace europe

    Barings’ latest Investment Barometer sees intermediaries moving out of Europe and into emerging markets as the former’s debt crisis will simply not go away.

  • china bull vs bear heats up

    china bull vs bear heats up

    A fall in PMI figures and the start of a loosening cycle from the PBOC have reignited the debate on China and whether its economy is due a hard or soft landing next year…