Kames’ Goddin: Goldilocks or just too early for the bears?
A bear market in 2018 seems unlikely after a year marked out by a ‘Goldilocks’ environment, according to Kames’ global equity manager, Neil Goddin.
Macro News
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AJ Bell’s Hughes warns on growth stock hysteria
Investors are missing out on good, profitable businesses by becoming swept up in the growth stock hysteria, AJ Bell’s Ryan Hughes has warned.
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Workers breathe sigh of relief as jobs and wages improve
The latest figures on employment and wages released Wednesday morning suggest an improving picture for UK workers.
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UK investor confidence hits record low in 2017
Despite a year of record inflows into funds, investor confidence hit an all-time low in 2017, according to Hargreaves Lansdown.
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Fund managers’ top ideas for 2018
Europe and emerging markets have been tipped as the regions to watch in 2018 for best returns by managers in a poll by the Association of Investment Companies (AIC).
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London boosted by return of finance jobs
London has maintained its position as a world finance hub after fresh research found financial service firms brought more jobs back to the UK than were moved abroad over the last two years.
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UK inflation hits 3.1% but has it peaked?
November inflation has breached the 3% mark for the first time in nearly six years, but has it reached its peak?
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Why shorting bitcoin could be a bad idea
Shorting bitcoin on the back of its soaring value and Monday’s launch of the first futures trading has been dismissed as irrational and “high risk” by a top UBS economist.
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Advisers argue over riskiest asset class for 2018
Advisers are split over which asset classes will fare best during the next year, with both growth and defensive sectors named as a cause for concern in a survey by Royal London Asset Management (RLAM).
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Sterling has mixed fortunes on Brexit ‘breakthrough’
Sterling has had a mixed reaction to Britain and the EU completing the first phase of negotiations and reaching a historic deal overnight.
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Hermes’ Rutherford warns against blind faith in tech
Investors have been warned against having blind faith in technology stocks by Hermes’ James Rutherford, who said the sector had seen “bubble-like” hysteria.
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Inflows into strategic bond funds surge in October
Fund flows into Sterling Strategic Bonds surged in October, as investors continued to show caution on the outlook for UK equities.