Stockpickers’ delight as US enters next phase of cycle – Neptune
Bottom-up investing will be crucial to US equity investors as the market enters the next phase of the investment cycle, according to Neptune’s Felix Wintle.
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Interest Rates
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Modest rate rise on the cards as pace remains of most importance – RLAM
A Bank of England interest rate rise could come sooner than expected, says Royal London Asset Management chief economist Ian Kernohan, but pace remains of most importance.
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PA ANALYSIS: Investors see through BoE’s newfound transparency
I’ll be honest, with the excitement around the Ashes and the return of Premier League football this weekend, I thought ‘Super Thursday’ was something to do with Sky Sports scheduling.
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Tax concerns mount while richer clients claim manager disatisfaction
Almost half of high net-worths have cited climbing tax rates as their number one concern, while those unhappy with their current wealth manager tend to have more investable capital.
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MPC hawks expected to vote against the flock
The hawks on the Bank of England’s monetary policy committee are expected to vote for a rate rise at the next meeting on Thursday, against the majority.
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PA ANALYSIS: Could an MPC vote split usher in the autumn?
With MPC minutes having today revealed growing concerns about UK inflation it suggests that, alongside rising interest rates, investment strategists are going to have plenty to ponder by the time the summer fades.
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Bank of England getting nervous about inflation
The Bank of England monetary policy committee is getting more concerned about the possibility of inflation coming through into the British economy, minutes from the July meeting revealed today.
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Asian exports flash amber for Fed hike hawks
The recent fall in Asian exports should raise a few alarm bells for market watchers, say UBS economists Joshua McCullum and Gianluca Moretti.
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PA ANALYSIS: Fool’s gold, or the golden ticket?
Gold fell through the psychological $1,100 per ounce level on Monday as prices plunged more than 4% in morning trade.
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Soft numbers further muddy UK rate rise waters
Softer than expected unemployment and wage growth numbers have further muddied the waters in terms of forecasting when the Bank of England will raise interest rates.
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Inflation creeps back down to quieten hawks
Consumer price inflation in the United Kingdom crept down a fraction in June to hit flat zero from 0.1%, according to the Office for National Statistics.
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UK rate rise could come this year- BMO Global AM
The Bank of England could raise interest rates this year according to BMO Global Asset Management economist Steven Bell.