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Macro News

  • M&G’s Rhodes keeps faith in US dividends

    M&G’s Rhodes keeps faith in US dividends

    The US remains the best dividend market in the world “by a mile” and yield opportunities still exist despite high valuations, M&G’s Stuart Rhodes believes.

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    2 minutes
  • UK AUM defies Brexit vote with 20% jump

    UK AUM defies Brexit vote with 20% jump

    The volume of assets managed in the UK increased 20% last year, undeterred by the decision to leave the European Union, according to Investment Association (IA) research.

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    2 minutes
  • Historic low bank rates held at 0.25%

    Historic low bank rates held at 0.25%

    Interest rates remain unchanged at a historic low level of 0.25% following the latest Bank of England meeting, quashing rumours higher inflation could spark a hike this year.

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    1 minute
  • Global managers’ EM overweight hits 47%

    Global managers’ EM overweight hits 47%

    Global fund managers upped their emerging markets overweight to a net 47% in September, while increasing their underweight to the US, according to the latest Bank of America (BofA) Merrill Lynch survey.

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    1 minute
  • Global managers’ EM overweight hits 47%

    Global managers’ EM overweight hits 47%

    Global fund managers upped their emerging markets overweight to a net 47% in September, while increasing their underweight to the US, according to the latest Bank of America (BofA) Merrill Lynch survey.

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    1 minute
  • 50% of UK investors optimistic about returns despite Brexit

    50% of UK investors optimistic about returns despite Brexit

    Despite the complications arising from Brexit negotiations and the lower interest rate environment, UK investors are among the most optimistic in Europe, a survey from Legg Mason Global Asset Management has found.

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    2 minutes
  • Hermes backs world’s largest corporate sustainability drive

    Hermes backs world’s largest corporate sustainability drive

    Hermes Investment Management has signed up to the United Nations Global Compact, a set of principles aimed at improving corporate sustainability across the globe.

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    1 minute
  • It’s time for Draghi to taper QE

    It’s time for Draghi to taper QE

    European Central Bank (ECB) president Mario Draghi was tight-lipped on tapering following the bank’s latest policy meeting, but industry figures remain confident the ECB will roll back the pace of asset purchases from next month.

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    3 minutes
  • Gold sales soar as North Korea nuclear threat bites

    Gold sales soar as North Korea nuclear threat bites

    A US warning that North Korea’s use of nuclear weapons would spark a “massive military response” saw sales of physical gold soar to the highest level since Brexit on Monday morning.

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    1 minute
  • August’s good, bad and the ugly fund performers

    August’s good, bad and the ugly fund performers

    Gold, Japanese and emerging markets funds enjoyed a strong August, while absolute return funds had a month to forget, as did Neil Woodford.

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    1 minute
  • Manulife AM: Look beyond CAPE for stock-picking opportunities

    Manulife AM: Look beyond CAPE for stock-picking opportunities

    Equity valuations are rich at present, but investors can still find opportunities if they look beyond overly simplistic valuation methods when picking stocks, according to Manulife Asset Management.

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    2 minutes
  • Investors hedge US equity positions

    Investors hedge US equity positions

    European investors have been responding to this year’s dollar weakness by hedging their investments in US equities, according to Morningstar data.

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    1 minute