Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in
Bank Of America Merrill Lynch
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JP Morgan trust director joins Witan board
Shefaly Yogendra is also a member of the Temple Bar Investment Trust board
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Emerging market funds top tech sector on Facebook scandal
Emerging market-focused funds have topped the tech sector since news of Facebook’s privacy blunder broke last month, according to FE Analytics.
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BoA Merrill Lynch trader fined £60k for market abuse
A former Bank of America Merrill Lynch trader has been slapped with a £60,000 fine for manipulating a bond market.
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PA ANALYSIS: Is the BoE’s ‘failure to launch’ wise or misguided?
The investment industry has been venting its frustration over the Bank of England’s “wait and see” stance to a rate hike for some time now. But are the calls for hawkish action actually justified?
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Massive investor shift from US to eurozone equities
Investors’ rotation from US equities into eurozone stocks in April was the fifth largest such shift since 1999, according to the latest Bank of America Merrill Lynch fund manager survey.
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PA ANALYSIS: Beware the ‘Icarus trade’
As Icarus found out to his cost, striking the balance between aspiration or confidence and hubris is crucial in many endeavours, with investing a prime example.
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PA OPINION: Logic not the answer in the cynical bull market
It is commonly accepted within investment markets that asset prices generally are expensive at the moment. Yet, despite this common knowledge, inflows continue unabated.
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BAML predicts November rate cut
Bank of America Merrill Lynch has forecast that the Bank of England will cut the base rate again in November.
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Largest inflows to gold since June ’09 – BAML
A “gold rush” of $5.8bn, the largest three week inflow to gold since 2009, has coincided with the Federal Reserve “talking-down” the US dollar and rising investor fears of a recession and quantitative easing failure, according to Bank of America Merrill Lynch’s research team.
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Investors still positioned for hubris and humiliation – BAML
Investors remain structurally positioned for the humiliation of China and hubris in California, Bank of America Merrill Lynch argues in its latest Flow Show note.
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Risk-on returns for first time in ten weeks
Risk-on sentiment has returned for the first time in ten weeks according to fund flow data from Bank of America Merrill Lynch.
