stable US now tapering to start
In line with our expectations, tapering did not mean tightening and in our view, yesterdays tapering announcement was orchestrated to maintain a stable market environment.
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GLG financials
GLG Partners has appointed Simon Price as an asset manager to focus on stock-picking opportunities in the US and Japanese financials sectors.
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on the cusp of cyclical growth Ashburton
The net effect of growth in the US and Europe and a structural slowdown in China is that global economic growth should accelerate in 2014.
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Threats will be external not US says Schroders
Schroders Joanna Shatney said the biggest threat facing her next year was that of an external monetary policy mistake, with the proximity and importance of the election in Q3 likely to dampen the threat of any domestic political manoeuvring.
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is the us dividends party over
The number of dividend payers – and the level of dividend payment – in the US might be growing rapidly but we believe some of these companies are expensive or poor quality.
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troubling signs behind growing US economy
A raft of numbers produced last week showed stronger than expected economic growth and 200,000-plus jobs created but they mask how uneven future US growth is going to be.
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US investment trusts 36bn team
BlackRock’s $36bn duo is readying for the inevitable rise in US interest rates.
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us jobs tapering postponed
It looks increasingly likely that tapering will be off the table in the US following the weaker than expected payrolls numbers.
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Where will Siddles fit in at Jupiter
Robert Siddles joins Jupiter with a stellar reputation in US investing, but his continued success will depend upon a prolonged small cap rally, and how his new employer utilises his talents.
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markets happy to ignore US political posturing
Despite the last-minute nature of the compromise to reopen the government and suspend the debt ceiling until early 2014, markets powered higher across the board.
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2014 the year of the BOOM
We believe the opiate of investors for the moment remains central bank liquidity. The degree of stimulus since 2007 has been unprecedented: $13trn of FX reserve accumulation and financial asset purchases by central banks and 560 central bank rate cuts.
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US debt deadlock
The US budget deadlock was broken overnight but after being closed for 16 days, the fingerprints of the shutdown are clear to see.
