Macro News

  • Seneca’s Elston: Bonds a ‘clear and present danger’

    Seneca’s Elston: Bonds a ‘clear and present danger’

    Bonds pose “a clear and present danger” to investors, Seneca Investment Managers’ Peter Elston has warned.

  • Household spending at peak as retail sales drop

    Household spending at peak as retail sales drop

    Average weekly household spending rose to its highest level since 2006 for the financial year ending 2017, as retail sales for December declined.

  • US government shutdown sees pound climb

    US government shutdown sees pound climb

    The prospect of a US government shutdown has seen the pound climb to its highest level against the dollar since Brexit, while cryptocurrency Bitcoin continues to decline.

  • Orbis: Government bonds are the asset to avoid

    Orbis: Government bonds are the asset to avoid

    Government bonds are “frighteningly risky” and the assets to avoid according to Ashley Lynn, an analyst at Orbis Investment.

  • Lloyds Private Bank: Confidence in UK assets returns

    Lloyds Private Bank: Confidence in UK assets returns

    Investors warmed toward UK asset classes in January, as general sentiment touched its highest level in eight months according to the latest findings from the Lloyds Private Bank Investor Sentiment index.

  • Coutts’ Higgins: ‘Very dangerous’ to shun equity bull run

    Coutts’ Higgins: ‘Very dangerous’ to shun equity bull run

    It is “very dangerous” for investors to be out of equities at this late stage in the US cycle, Coutts’ Alan Higgins has warned.

  • Blackrock: Active vs passive should be a thing of the past

    Blackrock: Active vs passive should be a thing of the past

    The active versus passive debate could be history by 2025, according to Blackrock’s Joe Parkin.

  • Managers begin 2018 in bullish mood

    Managers begin 2018 in bullish mood

    Global fund managers have begun 2018 in bullish mood, dropping cash balances to a five-year low and increasing equity exposures to a two-year high, according to the latest BofA Merrill Lynch Fund Manager Survey.

  • UK inflation falls for the first time since June

    UK inflation falls for the first time since June

    Having hit 3.1% in November, the Consumer Prices Index (CPI) 12-month rate fell to 3% in December, prompting suggestions UK inflation may have peaked.

  • Nordic fund selectors look to Asia, GEM over European equities

    Nordic fund selectors look to Asia, GEM over European equities

    Demand for European equities is the lowest from Nordic fund selectors as they turn their interest towards Asia and emerging markets, according to Expert Investor.

  • 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.