Macro News

  • IMF sees global growth accelerate

    IMF sees global growth accelerate

    In a sign the world economy is heating up, the International Monetary Fund (IMF) has revised its global GDP growth forecasts upwards for the second time this year. The global recovery is still “incomplete” though, it claimed.

  • Fund groups failing to sell ethical investments

    Fund groups failing to sell ethical investments

    Investor demand for ethical products is on the rise but the industry has missed a trick by failing to speak in a language that resonates.

  • Is October’s penchant for volatility cause for concern?

    Is October’s penchant for volatility cause for concern?

    October is renowned as being particularly volatile for markets, but this reputation should be viewed in perspective as it stems from just three events, argues Architas’s Adrian Lowcock.

  • Investors dump emerging market debt as Fed hike looms

    Investors dump emerging market debt as Fed hike looms

    Emerging market debt has been the best-selling asset class with European investors this year, but flows turned negative in late September against a backdrop of a hawkish Fed and a strengthening dollar.

  • Iboss goes for gold with Old Mutual

    Iboss goes for gold with Old Mutual

    Iboss has added Ned Naylor-Leyland’s Old Mutual Gold and Silver Fund to both its Oeic range of risk-rated funds and portfolio management service after altering its stance on gold.

  • Brace for global recession in 2019

    Brace for global recession in 2019

    An economic downturn affecting most developed markets will occur in 2019, Aegon Asset Management has predicted.

  • US and Europe: monetary divergence or convergence?

    US and Europe: monetary divergence or convergence?

    Blackrock’s chief investment strategist Richard Turnill believes “monetary divergence” between the US and the eurozone is creating investment opportunities.

  • Pictet ups exposure to Europe and Japan

    Pictet ups exposure to Europe and Japan

    Pictet Asset Management has increased its weightings to the eurozone and Japan, while at a sector level it has raised exposure to financial and energy companies.

  • King’s speech rattles Spanish markets

    King’s speech rattles Spanish markets

    The Spanish stock market opened deep in the red on Tuesday morning, following a combative speech by Spain’s King Felipe in which the monarch blamed Catalan authorities squarely for the escalating political crisis that has engulfed the Mediterranean country.

  • Govt sets up asset management taskforce

    Govt sets up asset management taskforce

    A taskforce to examine how the £8trn UK asset management business can beat the Brexit blues will be set up by the Treasury, City minister Stephen Barclay has revealed.

  • Sell-side research short-term and flawed

    Sell-side research short-term and flawed

    Sell-side research is too positive, too short term and avoids controversial topics leading to a misallocation of capital, according to a survey of sell side analysts themselves.

  • D2C platforms prioritise best-buy lists over client experience

    D2C platforms prioritise best-buy lists over client experience

    A drive toward transparency in the platform market will narrow the gap between big retail players and the institutional market, Multrees Investor Services chief executive officer Chris Fisher predicts.