US growth drops to weakest in three years
US real GDP increased at an annual rate of 0.7% in the first quarter, the slowest pace since the first quarter of 2014.
Growth
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Hargreaves’ Clayton targets “tech in disguise” stocks
Hargreaves Lansdown Select UK Shares fund manager Steve Clayton is targeting consumer brands and “tech in disguise” stocks at a time when many are eschewing growth companies.
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Don’t underestimate the productivity puzzle – Nordea AM
The collapse in productivity in developed markets as well as some emerging markets is the single most overlooked story in the global economy today, said Nordea AM’s Karsten Bierre.
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Lacklustre UK GDP growth at 0.4% in Q1
The latest official UK GDP figures showed 0.4% growth in the first quarter of 2016 in line with forecasts, and down from 0.6% the previous quarter.
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Three sustainable investment themes for a low-growth future – Hermes
As the world wakes up to the new reality of extremely slow growth, there seems little doubt the returns investors became accustomed to during the ‘Great Moderation’ are a thing of the past.
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PA ANALYSIS: Is the real ‘value’ still in growth investing?
Growth investing has had a stellar few years but, amid talk of more favourable conditions for value investors, there is little evidence yet to suggest the tide has turned.
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Innovation key in Russia’s new economy – Baring AM
The importance of structural growth stories in “new Russia”, cannot be underestimated, said Michael Levy, lead manager for the Baring Russia Fund.
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China cut, lifts markets, fuels growth fears
The People’s Bank of China announced its sixth rate cut of 2015, lowering interest rates for one year lending and deposits by 0.25 percentage points to 4.35% and 1.5% respectively.
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European small cap is the only recovery play – Henderson
European equities should be the object of investor focus, say industry experts, with continental small caps providing the sole recovery play in global markets.
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JPMAM brings in former R&M man to run equities mandates
JP Morgan Asset Management has announced the capture of former River and Mercantile equities specialist Alex Stanic.
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Wild China stories and the likelihood of lower-for-longer rates
Economic news from China has been the root cause of market jitters during the summer, although the recent spike in market volatility did not lead to signs of distress within the financial system, in the manner of 2007/8.
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Multi-asset popularity jumps year-to-date as volatility ratchets up
Nearly half of IFAs are pointing clients in the direction of multi-asset products, according to a report by Barings Asset Management.
