Richard Buxton vindicated as unloved value stocks rebound on UK election
Merian UK Alpha manager has been a cheerleader for unloved areas of the market like financials
Macro News
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Elizabeth Warren would be ‘pretty evil’ for S&P
Democratic nominee describes herself as ‘a capitalist to my bones’
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Sterling poised for ‘knee jerk’ reaction to UK general election
Fears Jeremy Corbyn upset could see pound hit $1.05 may be overblown in the longer term
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ESG and China to drive growth as fee pressure hits asset managers
Moody’s says high margins remain a source of credit strength heading into 2020
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Recession fears labelled most overhyped theme of 2019
Investors pulled £5.5bn from equities as stock markets delivered double digit returns
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Edward Bonham Carter: Don’t underestimate Trump in 2020
Fiscal stimulus is a concern in the year ahead as a massive debt pile builds up
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Weekly outlook: Flurry of fund groups report and public sector borrowing figures revealed
The key events for UK wealth managers for the week starting 18 November
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Darius McDermott: Why now is the worst time in history to pick a fight with China
President Trump’s US-China trade war has dominated headlines in 2019
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Richard Woolnough keeps duration short on 2020 recession complacency
Stance puts him in ‘a very different place’ to other managers expecting slowdown
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Weekly outlook: UK gets an economic health check
The key events for UK wealth managers for the week starting 11 November
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South West wealth managers would slash UK exposure if Corbyn wins
But 14% of PA Congress attendees say they would boost domestic exposure on a Labour-led government
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John Redwood’s safe seat under threat from Lib Dems
Pro-Brexit views of Charles Stanley strategist put him at odds with his electorate