There’s light at the end of a rough 2016 – Toogood
Credit markets have already rung the bell for the top of the cycle in a year that was always going to be challenging, said Peter Toogood of the Adviser Centre.
Macro Views
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Volatility risks high, but recession risks low – JP Morgan
Investors should expect further bouts of volatility until question marks over global growth and the impact of China are resolved, said Stephanie Flanders, chief market strategist for Europe at JP Morgan Asset Management.
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Investors may start shifting back into bonds in 2016 – Julius Baer
Investors may shift equities holdings back into fixed income in 2016 as bond yields increase, Julius Baer has said.
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PA ANALYSIS: Should wealth managers look east, west or over their shoulders in 2016?
As we head into 2016 it seems wealth managers will be wrestling over whether to focus more on how to boost returns or how to avoid big losses.
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India: “Reforms will eventually kick in”
With Indian Prime Minister Modi arriving in the UK today following a recent electoral setback in Bihar, the question for investors is how quickly can he push through much trumpeted reforms.
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Tech is the key to returns, says Neptune’s Dowey
We are entering a new chapter where technology is the most important area to consider when investing, according to Neptune’s James Dowey.
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China troubles raise pressure on developed world – Hermes
The pressure to preserve world growth is moving from emerging to advanced economies, said Neil Williams, group chief economist at Hermes Investment Management.
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PA ANALYSIS: How safe is all that new cash in European equities?
June is shaping up to be a significant month in the history of the European Union, and for European shares.
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Renewed rate uncertainty raises old bond doubts
US markets slipped on Wednesday after it was announced that business spending fell for the sixth straight month.
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the thin line between consensus and catastrophe
Tuesdays announcement by the Office of National Statistics that UK inflation fell to zero in February underlined, not only that rates are unlikely to move higher anytime soon, but also just how quickly consensus can change.
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Odeys Bond looks to Europe indexlinked bonds
The next significant trade within European credit markets is likely to be out of Europe and into treasuries and gilts, says Odeys Tim Bond.
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Gardiner encourages growth
There are good reasons to think that the global economy will continue to grow, said Rothschild global investment strategist, Kevin Gardiner.
