The assets to dominate 2018
Emerging market equities and short duration corporate bonds are just two assets which should perform well in 2018 according to Fund Calibre’s Darius McDermott.
Macro News
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The data that proves the Santa rally is real
Santa may as well be real for UK investors after analysis revealed the FTSE 100 does indeed rally over the Christmas period.
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Woodford: ‘utterly convinced’ strategy will pay off when bubble bursts
Neil Woodford believes his recent move toward domestic stocks will be vindicated when the current stock market bubble finally bursts.
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Four guilty of misleading investors in £1.4m scandal
Four people guilty of misleading vulnerable people into buying £1.4m of worthless shares are set to be sentenced this month following an investigation by the Financial Conduct Authority (FCA).
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Raymond James: supply-side reform crucial for growth
Supply-side reform will need to be top of the agenda if countries and regions expect to outperform in 2018, according to Raymond James’s European strategist.
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Why ESG matters for bonds
The higher a country’s ESG rating, the better its government bonds perform, MSCI has found.
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A third of wealth managers anticipate market correction
While UK wealth managers are generally positive about the state of investment markets, a large portion are also battening down the hatches in anticipation of a market downturn a study by Legg Mason Global Asset Management has found.
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Axa Framlington: It’s all about Cyber Monday
Cyber Monday, when consumers take to the web to find bargains, is set to outstrip Black Friday in terms of retail sales, Axa Framlington says.
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Equities to rise despite high valuations, says NN IP
High valuations are not an indication that equity markets will continue their upward trend in 2018 and investors should focus on trends instead, believes Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners.
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Three funds to benefit from the budget
While lacking in headline grabbing announcements, Architas investment director Adrian Lowcock has identified three funds which are set to benefit from Wednesday’s budget.
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Housebuilders’ shares tumble as Hammond vows to curb ‘land banking’
Shares across Britain’s biggest housebuilders were hit in the wake of Philip Hammond’s threat to crack down on the developer practice of “land banking.”
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Budget 2017: What asset managers should know
A long-term strategy for the asset management industry was among the raft of measures announced in Wednesday’s budget, alongside news of slowing growth, slashed Stamp Duty and an extra £3bn in the Brexit pot.
