Consumer cyclicals can bridge earnings gap – JPMAM
UK company earnings continue to lag share price valuations, but investors in consumer discretionary can bridge the discrepancy, says JP Morgan Asset Management’s Guy Anderson.
Interest Rates
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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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Fed split revelation threatens US equities
US equities are expected to be hit by news that a significant split has emerged within the Federal Reserve on raising interest rates.
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Fed readying rate hike- Hermes
The Federal Reserve is getting ready to raise the interest rate in the United States during the summer, according to Hermes Investment Managements chief economist Neil Williams.
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UK rate cut not on cards despite Haldane
Axa Investment Managers has played down the prospect of a Bank of England interest rate cut in the wake of comments from the central banks chief economist Andy Haldane.
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US retail numbers cool rate rise expectations
United States retail sales numbers released today have served to take some heat out of the mounting expectation of an imminent Federal Reserve interest rate rise
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Where to look when lowrisk isnt
According to a survey by the Bank of England, inflation expectations for the next 12 months among the general public fell to the lowest since November 2001.
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Goldman Sachs launches alternative fund
The fund aims to give clients exposure to streams of income free of market direction, taking account of interest rates, currencies and emerging market debt
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UK rate likeliest to go up in November- Investec
Investec said today its central case is for a first UK interest rate rise since the credit crisis to be implemented in November.
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US sends another signal of strength
The United States economy sent out another signal of strength today as GDP was confirmed to be
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Carney confident but strikes dovish tone
Bank of England governor Mark Carney struck a notably more dovish tone in his public remarks today despite
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Bo e and ecb offer no summer surprises
The Bank of England and European Central Bank both kept rates on hold in line with market expectations.