Macro News

  • US core inflation hits 11-month high

    US core inflation hits 11-month high

    December saw the largest increase in US inflation in 11 months, according to the latest consumer price inflation (CPI) data from the Bureau of Labor Statistics.

  • Around the world with BMO GAM’s multi-asset team

    Around the world with BMO GAM’s multi-asset team

    As we settle into the new year, wealth managers are deciding on the best places to put their cash. Here, the EMEA multi-asset investment team at BMO Global Asset Management assesses the case for investing in Europe, UK, US and China.

  • JP Morgan’s Ward: Deflation risks to weigh on ECB

    JP Morgan’s Ward: Deflation risks to weigh on ECB

    Inflation, or the lack of it, especially in Europe, is one of the biggest uncertainties facing the markets in 2018, according to Karen Ward, the new chief market strategist for UK and Europe at JP Morgan Asset Management.

  • Advisers resist upping passive exposure

    Advisers resist upping passive exposure

    Active funds remain advisers’ top product of choice when building portfolios after research found more than half invested less than 20% of client money into passive funds.

  • Neuberger Berman slams credit agencies on ESG failings

    Neuberger Berman slams credit agencies on ESG failings

    “Much more needs to be done” by the big three credit ratings agencies to incorporate environmental, social and governance (ESG) concerns into their issuer ratings, according to Neuberger Berman.

  • UK sees largest productivity boost since 2011

    UK sees largest productivity boost since 2011

    UK productivity saw its largest gain in almost six years in the third quarter of 2017, according to the Office for National Statistics.

  • Tilney: Fundamentals not Fomo pushing markets higher

    Tilney: Fundamentals not Fomo pushing markets higher

    The continued flow of investor cash into equities has been based on improving fundamentals rather than any “fear of missing out”, according to Tilney’s investment chief.

  • Tax-efficient investing to boom despite heightened risks

    Tax-efficient investing to boom despite heightened risks

    Investor interest in tax-efficient EIS funds is expected to rise despite managers being forced into higher-risk investments as a result of recent rule changes.

  • Ten numbers to watch in 2018

    Ten numbers to watch in 2018

    JP Morgan Asset Management (JPMAM) chief global strategist David Kelly has outlined 10 numbers investors should watch in the global economy this year to predict how their investments will fare.

  • JH&P chairman: Brexit to benefit Britain

    JH&P chairman: Brexit to benefit Britain

    The chairman of a £2.5bn wealth manager believes Britain will benefit from abandoning the European Union and it has a stronger hand in Brexit negotiations than many realise.

  • Pain continues for bitcoin in the new year

    Pain continues for bitcoin in the new year

    The world’s best-known cryptocurrency, bitcoin, has suffered yet another setback, tumbling to $13,635 (£10,069) on Tuesday.

  • Asia and smaller companies bear fruit in 2017

    Asia and smaller companies bear fruit in 2017

    Funds exposed to Asia and smaller companies produced the best returns for investors in 2017, according to Shore Financial.