Macro News

  • Equities to rise despite high valuations, says NN IP

    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.

  • Three funds to benefit from the budget

    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.

  • Housebuilders’ shares tumble as Hammond vows to curb ‘land banking’

    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.”

  • Budget 2017: What asset managers should know

    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.

  • Charles Stanley warns on profit despite 53% increase

    Charles Stanley warns on profit despite 53% increase

    Charles Stanley has warned that without an increase in trading activity or other revenue, it is unlikely to meet its market expectations for 2017.

  • Yellen to quit Fed board

    Yellen to quit Fed board

    Janet Yellen has decided to step down as a member of the Federal Reserve board once her successor Jerome ‘Jay’ Powell becomes chairman.

  • Asset managers set to ramp up ETF offering

    Asset managers set to ramp up ETF offering

    Most asset managers will offer ETFs in the next five years, according to two-thirds of respondents to an EY survey.

  • UK leads the way as global dividends surge

    UK leads the way as global dividends surge

    Global dividends grew at their fastest rate for more than three years in the third quarter of 2017, with the UK putting in the strongest performance, according to the latest Janus Henderson Global Dividend Index.

  • Volatility jumps in November

    Volatility jumps in November

    A sell-off in junk-bonds last week has led to a jump in volatility across most global markets, with Europe seeing its biggest gain since September.

  • Stock Connect turnover passes $1trn

    Stock Connect turnover passes $1trn

    The total value of trading over the two Mainland-Hong Kong Stock Connect schemes since the launch of the Shanghai link three years ago has surpassed $1trn.

  • $1trn Norway wealth fund wants to drop oil and gas stocks

    $1trn Norway wealth fund wants to drop oil and gas stocks

    Norway’s sovereign wealth fund is proposing to dispose of all its holdings in oil and gas stocks to “make the government’s wealth less vulnerable to a permanent drop in oil and gas prices,” the fund announced in a letter to Norway’s ministry of finance.

  • Sceptics wrong about ‘timid’ bull market

    Sceptics wrong about ‘timid’ bull market

    Kleinwort Hambros chief investment officer (CIO) Mouhammed Choukeir has argued the “bull market can continue to grind higher”.