PA ANALYSIS: Should investors worry about UK growth?
With market confidence still fragile after the China-inspired slump, the last thing UK equities funds needed was soft economic data to be released.
GDP
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Consumer spending set to suffer as UK rates rise
UK investors with consumer spending exposure are enjoying their time in the sun now, says Smith & Williamson’s Mark Boucher, but will have to look at paring back as the interest rate rise looms.
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GDP rebound strengthens case for UK rate hike
UK GDP is estimated to have grown 0.7% in the second quarter the Office for National Statistics said on Tuesday, up from 0.4% reported for Q1.
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PA ANALYSIS: Mixed messages making UK equities a tricky call
Mixed messages on the health of the United Kingdom’s economy are making deciding on a UK equities weighting a particularly tricky task right now.
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Beating the bank and capturing higher beta
Asset managers have strongly outperformed during the past 25 years, says Tim Guinness, CIO of Guinness Asset Management, so is it time to look at the business behind the fund managers?
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Confidence in the consumer opens door to GDP growth – Mobius
Picking up consumer-orientated companies is the best way for investors to capitalise on emerging market GDP growth, says Franklin Templeton Investments’ Mark Mobius.
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PA ANALYSIS: Is a UK rate hike coming quicker than you think?
The prevailing consensus has settled around the expectation that the first UK interest rate hike is a considerable way off, but there are reasons to think this could quickly change once again.
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Latest growth numbers point to further rate cuts in Brazil, India – Schroders
Slowing growth numbers in both Brazil and India have raised expectations of a more dovish monetary stance in both countries Schroders said on Friday.
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Inflation to hit 2% in two years, but productivity remains key – bo e
Inflation should return to its 2% target within the next two years, the Bank of England said on Wednesday, but labour productivity remains the key uncertainty, as it downgraded its forecast for UK GDP growth from 2.9% for 2015, to 2.5%.
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China rate cut seen as latest in a series
China’s interest rate cut announced over the weekend is widely expected to be just the latest move in a monetary loosening process that could ultimately end in quantitative easing.
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PA ANALYIS: UK offers reminder not to put too much stock in GDP
The United Kingdom gross domestic product numbers published yesterday provided a timely reminder that headline GDP figures are at best a rough guide to the health of an economy and at worst deceptive.
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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.