Fidelity’s Bateman: the better hedge than gold
Fidelity International’s James Bateman believes oil is a better “Armageddon hedge” than gold because it is needed irrespective of market conditions whereas gold is not.
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Are snap elections a game changer for Japanese equities?
Japanese equity fund managers are backing small and mid cap companies in the tech space as well as ‘online disrupters’ ahead of the snap election to be held in October.
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Alpha Financial Markets Consultancy, Aim, Aim Listing, Consultants’
Active funds investing in UK equities enjoyed strong 12 months, with 80% of sterling denominated funds outperforming benchmark.
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Chief Brexit negotiator backs federalised Europe
A federalised Europe is the only way to secure the survival of the European Union, according to one of its chief Brexit negotiators.
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Fed to taper next month; December rate hike expected
The US Federal Reserve has left the Fed Funds Rate unchanged at 1-1.25%, but announced it will begin to unwind its quantitative easing programme in October.
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Sentiment to UK worse than after Brexit vote
The UK remained an unpopular place for investors to park their cash in September, as lingering uncertainty regarding the shape of the Brexit deal continued to spark anxiety about the region’s long-term prospects. The UK equities sector was the biggest loser by far, falling 3.20 percentage points (pp) in investors’ estimation to 1.55% between August and September, its…
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August retail sales defy expectations
In a surprising turn of events, the Office for National Statistics reported that August retail sales in the UK delivered strong volume growth against the odds.
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US equity rally has no solid footing
The S&P 500 just keeps setting new all-time highs, but the rally could soon reverse since it’s driven increasingly by technology stocks alone.
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Why the bull market dip has been and gone
Wintle, who recently launched the actively-managed VT Tyndall North American Fund, has built a bullish case for the US economy, batting off bearish claims that a long-running bull market will soon come to a crashing end. Instead, self-confessed bull Wintle has argued a period of negative earnings per share (EPS) growth from late 2014 to…
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Asset management’s problem with race
A benchmark study from the Diversity Project has found that racial diversity remains one of the biggest issues facing the asset management industry.
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Govt threatens crackdown on investors’ tax breaks
The Treasury has threatened to clampdown on a tax-relief system encouraging the wealthy to invest in start-up firms over fears investors are abusing the system.
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Why the ECB will not hike rates until 2019
The European Central Bank (ECB) will begin unwinding its monetary stimulus programme this year but investors shouldn’t expect a rate hike until at least 2019, according to analysts at Lyxor Asset Management.