China and momentum top MSCI in July
China was the best performing country last month, while momentum beat other factors like quality, MSCI has reported.
Macro News
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Post-financial crisis: Where did your money work the hardest?
This Wednesday (9 August) marks 10 years since the global financial crisis began, the morning BNP Paribas finally halted redemptions from funds containing now-infamous CDO instruments. We take a look at six sectors to see where you would have been best placed to invest in the decade that followed.
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Research questions long-term performance of tracker funds
With the exception of funds tracking the US and UK mid caps, no passive funds have been able to generate first or second quartile performance in their respective sectors over the past 10 years, according to research from Chase de Vere.
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US equities advance makes European investors run
The US equities rally has been given a fresh boost this year by continuing earnings upgrades and a weakening dollar, but Europe’s investors are not buying it.
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US equity volatility drops to 50-year low
Volatility in US equity markets plummeted to its lowest level in almost 50 years on Monday.
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Steady US job data raises hopes for December rate hike
The US could be on track to hike interest rates by the end of the year after fresh employment data revealed a steady picture for wages and jobs.
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EM mania spreads to frontier markets
Frontier market equities saw the largest net inflows for a very long time in June, suggesting the interest in developing economies’ stock markets is broadening.
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No surprises as dovish BoE holds rates at historic lows
The UK interest rate will remain at historic lows of 0.25%, the Bank of England confirmed on Thursday afternoon.
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FTSE companies blighted by pension scheme shortfalls
The financial health of FTSE 100 companies is at “significant risk” from the escalating liabilities of their pension schemes, a report has found.
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M&G’s Woolnough: Is it time BoE sold hoard of corporate bonds?
A policy reversal at the Bank of England is imminent and could prompt it to sell its £10bn hoard of corporate bonds back to the market, M&G’s Richard Woolnough has said.
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The secret to US equity outperformance
Most active US equity funds struggle to ever outperform their benchmark, but this year the secret to outperformance has been surprisingly straightforward.
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Record-breaking European flows puts US in the shade
Inflows to European-domiciled funds hit a record high in the first half of 2017 at the expense of their struggling US counterparts, according to the latest data from Morningstar.