The Fed and the Bank of Japan failed to disappoint markets on Wednesday. And, with that lack of disappointment, has come a growing belief that the banking sector might well be turning once more into a viable investment destination.
The Federal Reserve’s decision announced on Wednesday to keep rates on hold has left investors waiting to see the outcome and market impact of the Presidential election before a rate rise is put back on the agenda.
With central banks in the spotlight this week JP Morgan Asset Management has warned it is important that the Federal Reserve does not overreact.
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.
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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.
