German bunds collapse more important than election – Miton’s Jane
The General Election may have dominated the headlines this week, but bond investors should be much more concerned by the bund price plunge, says Miton Asset Management’s David Jane.
Europe
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PA Analysis: A boost for Britain but a bigger question now looms
Markets were buoyed on Friday by the unexpectedly clear triumph of the Conservatives, but while one question hanging over investors and the country has been answered a bigger one now looms.
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PA ANALYSIS: What happens if the growth bears are wrong?
Recent ructions in bond markets have underlined how quickly market sentiment can change, particularly with regard to interest rate expectations.
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Investors should heed bond shock shot across the bows
Investors have been getting a rather sharp reminder of just how much interest rate risk is present within government bonds.
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‘levi’s market’ set for policy convergence – rathbones
Policy divergence will reach a breaking point and either drag the US and UK back into quantitative easing or trigger widespread reflation, says Rathbones’ Bryn Jones.
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PA ANALYSIS: How smart is the money flowing into Europe.
After falling for much of 2014, fund flows into Europe have definitely picked up in 2015. But, with worries about Greece continuing and valuations within equity markets less compelling than they were, how should investors be viewing the market?
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European natural resources shares top performance chart
Natural resources shares were the top performing sector in Europe by some distance during April, according to Euromoney Indices.
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QE, zero rates driving deflation – Terry Smith
Quantitative easing and its sister, zero interest rates are having a deflationary impact on the global economy says Fundsmith CEO, Terry Smith.
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FandC 44th annual dividend rise
F&C Investment Trust saw its dividend per share rise for the 44th consecutive year in 2014, the group announced in its annual statement.
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EM divergence continues to topple BRIC strategy
With US valuations higher than they have been for many years and the QE-fuelled run in European assets, investors are once more turning to emerging markets, putting the BRIC economies back under the spotlight.
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Hermes issues warning on Russia
Hermes Investment Management has warned investors that the Russian markets resemble the military ceasefire with its neighbour Ukraine in that ‘being calm today does not preclude mayhem tomorrow’.
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Bond valuation concerns hit record high
Bonds have hit their highest overvaluation levels for more than 14 years, according to a survey by Bank of America Merrill Lynch.
