Liontrust: Darker times ahead for UK equity income darlings
Predicting a backdrop of rising interest rates, inflation and bond yields, the managers of Liontrust Macro Equity Income are forgoing bond proxies and mega oil companies.
Fiscal Policy
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PA ANALYSIS: Why policy makers are passing the buck to politicians
A few years ago, it was de rigueur to talk up a supposed decoupling of developed and emerging markets, but for central banks there is now a more disconcerting separation at play.
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Buxton: Trump will win US election
Old Mutual Global Investors CEO Richard Buxton is predicting a Donald Trump victory, and a subsequent aggressive shift in global fiscal policy.
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Europe must turn to fiscal policy now – Fidelity
The greatest impact on real economic activity throughout Europe will come from fiscal measures rather than any more monetary stimulus, according to head of European equities at Fidelity International Paras Anand.
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Six eurozone factors to focus on in 2016
After years of economic stagnation, the gradual recovery in the eurozone is beginning to show signs of sustainability.
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PA ANALYSIS: Clouds gathering ahead of Chancellor’s Autumn Statement
As we enter winter there are clouds on the horizon for the United Kingdom economy and Chancellor George Osborne has to deliver his Autumn Statement against an increasingly murky backdrop.