David Cameron has written his Christmas list early this year, kicking off his campaign to renegotiate the UK’s membership of the EU, and telling us that his objectives will be difficult, but not impossible, to achieve. Whether or not he gets his wish depends on the European Council, rather than Saint Nick.
We are entering a new chapter where technology is the most important area to consider when investing, according to Neptune’s James Dowey.
The late 1950s and early 1960s heralded a golden age of food retail in Europe. Spearheaded by companies such as Sainsbury’s and Tesco in the UK and Carrefour in France, the large self-service store concept changed grocery shopping.
A number of valuable insights from members of the global equity team, in the US, Asia and Europe, provided a depth of knowledge to corroborate a stock idea with its own focus on change.
Since the FCA introduced guidance on assessing risk and the suitability of investments (FG11/5), risk and its control has been at the forefront of advisers’ minds.
This week marks the first state visit of a Chinese president to the UK in a decade, and there has been much speculation about what will or won’t be discussed. I’m sure at the state dinner at Buckingham Palace, conversation remained cordial, but on other occasions, some straight talking on a number of issues may…
The U.S. economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer.
August’s Black Monday and the US Federal Reserve’s ongoing tug-of-war on interest rates have ushered in volatility, underscoring the need for diversification and protection against the downside. With investors seeking safety, how can they make sense of the markets?
Over the past twelve months, the sharp fall in the price of oil has impacted the GDP of the main oil producing economies, , global headline inflation rates and oil related capex.
Economic news from China has been the root cause of market jitters during the summer, although the recent spike in market volatility did not lead to signs of distress within the financial system, in the manner of 2007/8.
In the latest Brewin Dolphin podcast, head of fund research, Ben Gutteridge talks to Fidelity’s Ian Spreadbury about, among other things, why there remains a decent case for investing in bonds and the reputational problem the Fed would encounter were it to revisit QE.
The sharp corrections and increased volatility of stock markets this August will have hurt many investors. For Absolute Return managers it should have provided an opportunity to demonstrate their skill in managing risk and protecting investors’ capital.
