RLAM’s Greetham: ‘I’m the most neutral I’ve been on equities in years’
Head of asset allocation’s investment clock points to ‘stagflation’
Macro News
-
-
Six investors on how to play the Brexit deal chaos
Portfolio managers and analysts on whether beaten down stocks present buying opportunity
-
Brexit chaos sparks interest in physical gold
Investors piling in at a rate not seen since EU referendum in 2016
-
Buxton: Don’t be overinfluenced by every ‘twist and turn’ of Brexit saga
Two Cabinet resignations rock Theresa May as Brexit deal agreed
-
Global tech exposure plummets to lowest since 2009
Almost half of investors expect economic deceleration in 2019
-
US mid-terms could spark infrastructure spend
A better balance of power could lead to a stable infrastructure plan
-
World Cup and heatwave buoy UK GDP growth
But business investment continues to slump as Brexit nears
-
UK fund selector sentiment sinks on ‘inept’ Brexit negotiations
Professional investors shift to cash as sentiment moves in line with European average
-
Gridlocked Congress could benefit risk assets
S&P 500 has delivered double-digit returns in years when Congress shared
-
Is another European debt crisis around the corner?
EU and Italian standoff has reignited eurozone debt concerns
-
Risk-on or risk-off: Fund selectors on late cycle positioning
Portfolio managers reflect on their biggest dilemma as volatility returns
-
Seven investors on what to look out for in the US midterms
Democrats and Republicans face off on 6 November