‘Super Thursday 2’ expected to rein in doves
The upcoming second iteration of ‘Super Thursday’ is likely to yield comments from the Bank of England designed to rein in dovish sentiment, according to Investec.
Investec
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UK unemployment drops to seven-year low
The United Kingdom’s unemployment rate has dropped to a seven-year low of 5.4%.
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PA ANALYSIS: Where to hunt yield that is actually worth catching
In an environment where bond yields are drying up, equity income is beginning to feel the heat and the threat of a liquidity crisis stalks silently in the background, it is becoming increasingly difficult to generate income.
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Investec ‘well-placed’ despite warning of further market headwinds
Investec’s UK specialist banking arm is expected to report numbers significantly ahead of the previous year, the firm said at its pre-close briefing on Thursday. But, it warned currency and equity volatility are liable to provide headwinds to its wealth and asset management businesses.
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Five in six IFAs’ work incomplete as sunset deadline approaches
Five in six advisory firms are still yet to transfer clients to a fee-based arrangement ahead of next year’s RDR sunset clause, FundsNetwork research has revealed.
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Investec W&I makes four new hires
Investec Wealth & Investment has appointed four new staff.
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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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FACTOR FIVE: European equities funds for all occasions
Investec Wealth & Investment’s Stacey Johnson analyses five European equities funds for a variety of investment aims.
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HEAD -TO-HEAD: Black Rock Asian Dragon vs Investec Asian Equity
This week, China’s central bank announced a cut in its benchmark interest rate, the third time since November, in attempt to combat an economic slowdown and relieve deflationary pressures.
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Unpicking the four biggest current consensus calls
Investec Wealth and Investments’ Nick Sketch interrogates some of the biggest consensus trades in the market right now looking for both problems and potential.
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Growth potential more important than current yield – brazier
The ability to generate strong cash flows are not a sufficient reason to buy a company, says Simon Brazier, co-head of the Investec quality team.
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PA ANALYSIS: Why banks are the real election winners
With the election done and dusted, predictably it is the banks that are the first under the spotlight. But should investors follow the Treasury’s example and use recent strength as an opportunity to sell down holdings.