DFMs resist urge to go ‘gung ho’ as coronavirus and oil price war jolt markets
Unclear whether stocks have actually become cheaper following Covid-19 outbreak
Unclear whether stocks have actually become cheaper following Covid-19 outbreak
Big macro calls on asset allocation could be a fool’s errand as the UK economy and markets enter a prolonged period of stability, according to Kames’ Stephen Snowden.
With the global population booming the ‘pillars of a functioning economy’, as Sanlam Four’s Mike Pinggera labels them, will undergo serious changes. Here, he looks at the six biggest themes to watch.
China’s growth outlook is expected to improve between 2017 and 2021, but the country’s rising debt level skews the figures and raises strong concerns, according to the International Monetary Fund.
Some believe the bond markets point to stagflation rather than inflation, but other managers raise different concerns.
The Federal Reserve’s decision to raise its benchmark rate for the second time in three months, has led to speculation of further rises this year, with another four to come in 2018.
Former MPC member, Professor Danny Blanchflower discusses why the UK government should move away from austerity.
In this week’s edition of the podcast, labour economist and former Bank of England MPC member, David “Danny” Blanchflower discusses why we appear to be in a period of ‘stuckflation’ and what can be done to get the global economy out of it.
Canada Life Investments economist David Arnaud has examined the historical data to shed light on whether suspicions the Federal Reserve takes the election cycle into account are founded.
The United States accounts for around half of the global equities index so whether you like the asset class or not you can never ignore it, or eliminate it from a portfolio.
ETF Securities has poached Coutts’ James Butterfill as its new head of research & investment strategy.
JP Morgan Asset Management has poached Credit Suisse’s Thushka Maharaj for a new global strategist position in the firm’s global multi-asset arm.