Should 3% inflation change your portfolio position?
Now may be the time to go defensive investors have argued after data revealed UK inflation held steady at 3% in October.
Macro News
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Bearish Brooks Macdonald hires manager duo
Brooks Macdonald has strengthened its Hampshire-based investment team with the appointment of Jennifer Carter and Johnathon Rivers as investment managers, while reiterating its bearish stance on UK domestic stocks.
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Why Miton’s Jane thinks it really could be different this time
This time it really could be different for markets according to Miton’s multi-asset manager David Jane, who argues investors are in for long-periods of low volatility rather than boom and bust.
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Barnett: Short-term pessimism clouding investors’ judgment
Stock markets have become overly sensitive to profit warnings from UK domestic companies and overseas earners, argues Invesco Perpetual’s Mark Barnett, but many of these firms are in much better shape than investors give them credit for.
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Woodford-backed report says City will be ‘hub of prosperity’ post-Brexit
The City will remain prosperous even after the initial shock of Brexit according to a report commissioned by Woodford Investment Management.
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Blackrock: Rate rise will not cause negative bond returns
An upward trend in interest rates does not automatically equate to negative bond returns, despite the commonly-held market belief that it does, Blackrock has argued.
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Are European markets set for a downfall?
Investors have questioned whether it’s time to celebrate after a key European index closed at near-record highs in October.
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Donald Trump drags on US ethical investments
US President Donald Trump has been a drag on corporate America and fund managers cleaning up their ESG act, Edentree’s David Osfield has said.
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Queen among UK elite investing in offshore funds
The scale of tax avoidance by the UK’s wealthiest is under the spotlight once again after leaked documents revealed even the Queen holds millions of pounds of assets in offshore funds.
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Trump nominates Powell as Fed chair
Jerome ‘Jay’ Powell will replace Janet Yellen as chair of the Federal Reserve.
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Kames’ Snowden: Why you should not wait for market dip
Big macro calls on asset allocation could be a fool’s errand as the UK economy and markets enter a prolonged period of stability, according to Kames’ Stephen Snowden.
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Beware of Aim’s ‘AbFab’ stocks
Hawksmoor Investment Management is warning against investing in the Alternative Investment Market’s (Aim) five largest companies, which it has dubbed the ‘AbFab’ stocks.
