Macro News

  • Keep your focus, fund managers

    Keep your focus, fund managers

    If fund managers seek to deliver consistent alpha, they’d better refrain from pushing too many buttons, says Rob van Wechem, head of investments at private bank Oyens & Van Eeghen in Amsterdam.

  • Mining propels UK dividends to £28.5bn in Q3

    Mining propels UK dividends to £28.5bn in Q3

    Dividends paid by UK companies rose 14.3% to hit £28.5bn in the third quarter of 2017, which is a record payout for the quarter and the third largest quarterly total ever, according to Capita Asset Services.

  • Why investors should be mindful of a big Abe win in Japan

    Why investors should be mindful of a big Abe win in Japan

    All eyes will be on Japan this weekend as the country heads to the polls, with the incumbent Shinzo Abe looking set to win a fourth term as prime minister. However, a large victory may not be in the country’s best interest, managers warn.

  • European recovery ‘not a blip’

    European recovery ‘not a blip’

    The European economic recovery is not just a blip, fund buyers believe.

  • UK asset management to see post-Brexit exodus of EU nationals

    UK asset management to see post-Brexit exodus of EU nationals

    The UK investment management industry is likely to lose many of its European professionals following Brexit, according to a survey by the CFA Society.

  • Carney under pressure as inflation hits five-year high

    Carney under pressure as inflation hits five-year high

    UK Inflation hit a five-year high of 3% in September, making the prospect of Bank of England (BoE) raising interest rates next month even more likely.

  • Cash balances fall but investors still flying close to the sun

    Cash balances fall but investors still flying close to the sun

    The average cash level held by global fund managers has dropped to its lowest level in more than two years according to October’s BofA Merrill Lynch Fund Manager Survey.

  • City bigwigs push for £2bn impact fund

    City bigwigs push for £2bn impact fund

    A £2bn fund should be launched to kick-off investment in underdeveloped communities and mark the UK out as a hub of impact investing, a panel of top City players has said.

  • Timing a correction is a fool’s errand

    Timing a correction is a fool’s errand

    The head of global multi-asset strategy at JP Morgan Asset Management (JPMAM) has described any attempt to time a market correction as a “fool’s errand”.

  • ECB to halve QE purchases in 2018

    ECB to halve QE purchases in 2018

    The ECB is considering cutting its monthly bond buying from €60bn to €30bn at its next board meeting on 26 October, according to a Bloomberg report.

  • IMF flags next global crisis

    IMF flags next global crisis

    After recently publishing a rosy global economic outlook, the International Monetary Fund sketched the contours of the next financial crisis, urging policymakers to take measures to rein in exuberance.

  • Could Catalonia cause chaos for global investors?

    Could Catalonia cause chaos for global investors?

    Should investors be worried about the impact of Spain’s worst political conflict in 40 years?