BoE warns uncertainty not ‘fully reflected’ in markets
High levels of uncertainty across the developed world has not been reflected in current asset prices or measures of market volatility, the Bank of England has warned.
Macro News
-
-
BT slapped with £42m fine; FTSE 100 falters while sterling bucks up
The week kicks off with BT in hot water, a Trump-fuelled fall in the FTSE 100 and a redemption moment for sterling.
-
FE reveals its ‘Hall of Fame’ Alpha managers for 2017
FE has revealed the 42 managers who nabbed a spot on its annual Alpha Manager Hall of Fame.
-
Woodford fears oil major dividend cuts
Star manager Neil Woodford has dismissed major oil companies as a good investment opportunity due to the threat of cuts to their all-important dividend payments.
-
Optimistic asset managers buoyed by M&A
The prospect of more consolidation in the asset and wealth management industry this year has bolstered optimism according to a new survey from the CBI and PwC.
-
Coombs: European market recovery a ‘false dawn’
Europe is “cheap for a reason” according to Rathbones’ David Coombs, who said the recent turnaround in markets on the continent could be a false dawn for investors.
-
How to profit from negative yielding markets
Bondholders have been penalised by traditional benchmarks that have failed to grasp the current reality of low and negative yields, First State Investment’s Jamie Grant has said.
-
Asset managers celebrated at insurance awards
Asset managers working behind the scenes at some of the UK’s top insurance companies have been recognised at the inaugural Insurance Investment Exchange awards.
-
The five questions to ask following the US Fed rate hike
The third 0.25% interest rate hike of this upcycle from the US Federal Reserve begs five questions, all of which have implications for the US, the globe and portfolios.
-
Ten years on, are investors repeating the mistakes of 2007?
Investors risk being lulled into a false sense of security in the current low-volatility environment, according to Brooks Macdonald’s Dr Niall O’Connor.
-
ONS: Gilts on top as investors dump short-term assets
Institutional investors favoured UK gilts over short-term assets in the last three months of 2016, according to the latest data from the Office for National Statistics (ONS).
-
Fed signals new policy phase, and six further rate hikes?
The Federal Reserve’s decision to raise its benchmark rate for the second time in three months, has led to speculation of further rises this year, with another four to come in 2018.
