PA ANALYSIS: Reasons to stay the course as volatility storm looms
Volatility expectations have been given a shot in the arm by August’s wild swings, but despite this many investors are determined to stay the course.
Volatility expectations have been given a shot in the arm by August’s wild swings, but despite this many investors are determined to stay the course.
Data out from the Association of British Insurers and the Office for National Statistics in the past few days should have asset managers rubbing their hands with a mixture of excitement and trepidation.
As the dust (hopefully soon) starts to settle on last week’s market carnage, investors are out pointing fingers at the biggest losers, and speculating on whether they could be tomorrow’s big winners.
Being out of the country with very little time spent keeping tabs on the news I have gained a different perspective on the past week’s events than most.
In the current environment, anticipating which way markets will turn next is nigh impossible – so how are the industry heavyweights planning their next move?
Given how many clouds there are around at the moment, silver linings are pretty hard to come by.
Sales have always scared me slightly. The prospect of great savings is always intriguing, but to get the really great deals you have to be at the front of the queue dodging the flailing elbows of other people. And, at the back of your mind, there is the no-return policy raises the stakes of the…
China’s shadow over global markets is pushing a US interest rate rise to December, and unless it relinquishes its grip the wait could go on even longer.
Investors are skittish. With the radioactive glow of the global financial crisis still seared into the market’s collective memory it doesn’t take much to get them running for the hills.
Following the publication of the Federal Reserve’s minutes from its July meeting, the market appears to be betting on a September lift-off for the first interest rate hike.
The FTSE looked rather red on Wednesday, but two tickers caught the eye: one red and one green.
With income high on investors’ wish lists, but with large-cap defensives arguably looking undesirably expensive, the spotlight is back on financials to deliver – and apparently they have.