Hermes chief economist Neil Williams has outlined four reasons to be optimistic about the prospects for growth assets ahead of next week’s decision on rates by the Federal Reserve.
Impending interest rate hikes could see REITs experience a short-term wobble, says Neuberger Berman’s Gillian Tiltman, but will underpin global property’s upward trajectory.
Putting an end to any speculation, I’d like to officially rule myself out of the running as the new head of the FCA.
Lowes Financial Management, in conjunction with Societe Generale and Mariana Capital, has launched a structured product based on the FTSE-100 index that offers investors the potential of a 10% annual return after three years.
The Miton Income Fund has changed somewhat since Bill Mott’s retirement in July last year, Eric Moore, the fund’s lead manager says, but it has been evolutionary, rather than revolutionary.
Increasing levels of M&A activity can reverse the fortunes of ‘dog fund’ M&G Recovery, according to manager Tom Dobell.
Investors need to ‘redefine what constitutes value and safety’ and how to deploy capital into markets now changed by quantitative easing, according to JP Morgan Asset Management’s Bill Eigen.
S.W. Mitchell Capital’s Stuart Mitchell and Jamie Carter expect up to five years of continued underperformance from European stocks exposed to China and are holding firm with their underweight position.
S&P’s surprise downgrade of Brazil’s credit rating yesterday has added another layer of complexity to the decision facing the members of the Federal Open Market Committee next week.
China-related mayhem appears to be the dish of the day, with a fresh serving of troubling data weighing on the minds of investors.
The Bank of England has missed a trick by holding the interest rate, says M&G’s Richard Woolnough, and there could be significant ramifications.
HSBC Global Asset Management is rolling out three multi-asset funds in the UK market.
