PA ANALYSIS: Multi-asset at a tipping point?
There is a long line of asset managers rolling out funds aimed to “balance” and “diversify” returns, but is the multi-asset universe about to be turned on its head?
Macro News
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BoE keeps rates on hold; is QE on the cards?
The Bank of England’s Monetary Policy Committee has surprised commentators by voting 8-1 to keep interest rates on hold at 0.5%.
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UK GDP growth held back by soft trade and Brexit fears
The United Kingdom’s gross domestic product growth for the first quarter of this year was confirmed as 0.4% this morning by the Office for National Statistics.
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PA ANALYSIS: Did Uncle Sam shoot himself in the foot?
The ‘first rate rise since the financial crisis’ was a long time coming and markets initially responded relatively well, but it is starting to look like a miss-step by the Federal Reserve.
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Advisers shun China short term
A quarter of advisers say they do not plan to allocate any investments to China over the next six months, according to research from Cofunds.
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Five key equity themes for 2016 – SocGen
The global economy is expected to continue to grow at a steady pace in 2016, Societe Generale Private Bank’s Alan Mudie said on Monday, but potential upside in equity markets will likely be constrained by the current high valuations and a cloudy outlook for earnings.
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Feb noflation underlines UK rates tightrope
UK inflation fell to zero in February, the ONS reported on Tuesday, the lowest level on record.
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Gold predictive powers to return UBS
Golds use as a macro-economic barometer is set to increase, say UBS commodities analysts Edel Tully and Joni Teves.
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Weaker than expected inflation buys Carney time
According to analysts, the 1.6% headline inflation number means a rate hike this year is becoming less likely.
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The recent selloff passing shower
UBS strategist, Matthew Richards discusses five pressing questions in light of the recent market sell-off.
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How much quieter can markets get
Threadneedle CIO, Mark Burgess, says the group has been left rather puzzled by the lack of an increase in core yields.
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UK CPI continues decline falling to 15 in May
According to the Office of National Statistics consumer inflation fell in the year to May to 1.5%, down from 1.8% in April.
