Small caps: Is it time for some UK cheer?
A world in which the UK stockmarket outperforms the US seems implausible but the global economy could be lining up for a new cycle
Currency
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Morgan Stanley IM: The headwinds and tailwinds dominating the next half of 2024
A weakening dollar, downturn in equities, and commanding fiscal policy could steer markets for the rest of the year, writes Jim Caron
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‘No longer in need of life support’: Industry reacts to Japan’s first rate hike in 17 years
Move seen as ‘extremely significant’ for global markets
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Schroders names Houdain head of rebranded fixed income desk
It will now be called the global unconstrained fixed income desk
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Stonehage Fleming: Five reasons not to dread Q2 2023 earnings season
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements
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Favourable fourth quarter belies rocky road facing the US
One problem area could determine when the Fed will rein in its rate rises
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Searching for a clear perspective on the plunging pound
At its lows, it was down by slightly more than 10%, the fourth largest drop of the past three decades
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Millennium Global unveils Ucits version of active currency strategy
Investment manager says currency markets represent the ‘ultimate macro view’
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‘A wobble in euphoric risk sentiment’: Nine investors on the currency war
UK and US stocks suffer after Trump brands China a ‘currency manipulator’
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Neuberger EMD fund reduces currency and duration risk
The Neuberger Berman Emerging Market Debt Local Currency Fund has reduced currency and duration risk in the portfolio following underperformance against the benchmark over the last quarter.
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Don’t underestimate currency risk
Currency is the “biggest hidden risk” to equity portfolios, yet many investors are not aware of the threat it poses, according to Natixis Investment Managers.
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OMGI’s Ormiston: euro at $1.30 spells pain
Old Mutual Global Investors’ Ian Ormiston believes the strong euro is not having a material impact on European companies, but warns this could change if it breaches $1.30.
