With speculation of a return to favour for traditional value hunting grounds, particularly commodities, there has been less discussion on the fate of financials – but that could be a good thing.
Janet Yellen’s Economic Club of New York speech provided a timely reminder that nobody can move markets like central bankers.
Returning to work after a two and half week holiday always involves a little bit of trepidation: What have I missed, how much email will be lying in wait, do I really have to go back to school?
Gold has had a good start to 2016 but three months of positive fund returns and an upwardly mobile price are not enough to badge it as a safe haven.
Research by UBS has revealed what seems a surprisingly high level of confidence in European equities among investors.
Set in motion last summer, the Investment Association’s long-awaited Productivity Action Plan aligns the funds world with the Chancellor’s grand plans to “fix the foundations” of the British economy.
Money has poured into high yield bond funds at a rare pace over the past month but is this a sound move based on merit, or a case of return-starved investors clutching at straws?
It is always darkest before the dawn. It is the sort of cliché that gets used only when one is tired, when there really isn’t much left to be said. Which, I would hazard to guess, is how a lot of value investors are currently feeling.
AJ Bell estimates the cost of cuts to dividends in the FTSE 100 at a staggering £5.7bn during 2015 and 2016, so should income seekers be looking further down the cap scale?
Whether you support or oppose Chancellor of the Exchequer George Osborne and his party, it is hard to argue he is not a shrewd operator and a safe pair of hands for the British economy.
BofA Merrill Lynch’s Fund Manager Survey recorded the biggest monthly jump in allocation to commodities on record in February, so who’s buying and who’s staying clear?
For the rest of 2016, being less pessimistic could be what consumers need economies and companies to feel to encourage them to come to their rescue.
