Tilney Bestinvest’s Gareth Lewis advocates a cautious approach in the wake of Brexit and the continuing low interest rates and quantitative easing climate, with investment in gold proving a successful option.
An improving Chinese economy should keep emerging markets calm and means that emerging nations are better placed to absorb a tightening of rates in the United States, according to Scott Jamieson, head of multi-asset at Kames Capital.
Making a call on currencies can be make or break for a portfolio and as the global economy enters uncharted waters, managers are looking for signs of the next big swing
The US Federal Reserve’s decision to hold rates at 0.25-0.5% announced Wednesday surprised nobody, but the accompanying rhetoric suggested a more hawkish stance is emerging.
Carl Whitbeck, head of US high yield at Axa IM, expects the struggling commodities sector and ongoing uncertainty around future Fed action to lead to greater volatility in the high yield space.
The long term trend of easily securing healthy returns is coming to an end and investors now face the challenge of how to generate reliable capital growth and income. Aviva Investors has identified seven drivers of long term investment returns. They can be seen by clicking through the following pages.
The first rate rise since the financial crisis was a long time coming and markets initially responded relatively well, but it is starting to look like a miss-step by the Federal Reserve.
The Federal Reserve will proceed with its rate hiking cycle slowly but there could be ‘drama’ around each FOMC meeting next year, according to Neuberger Berman’s fixed income CIO Brad Tank.
Markets have welcomed confirmation of the widely expected first interest rate rise since the financial crisis, but all eyes have quickly turned to focus on what comes next.
About the right amount of ‘dovishness’ seems to be the initial verdict from market commentators pronouncing on what had been billed as the biggest event in financial markets since the collapse of Lehman Brothers.
The last time the Federal Reserve raised interest rates, Daniel Craig had just taken on the mantle of James Bond and Sylvester Stallone had just successfully resurrected the Rocky franchise from the ignominy of 1990’s Rocky V.
Markets responded positively to the release of the Federal Open Market Committee minutes, which showed a December rate rise is increasingly likely.
