ANALYSIS: Come what May, are the odds stacked against our new PM?
Market expectations are pricing in a 77% chance of a rate cut when the MPC meets on Thursday; there were similar odds on France beating Portugal in last Sunday’s Euro 2016 final.
Investment Strategy
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Don’t give up on UK dividends
From mid-caps to life insurance companies, wealth managers and oil giants, there are still plenty of opportunities for income earning post-Brexit, argue UK equity income managers.
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Watch for sterling swings and recovery in commodities – RLAM
With the Fed keeping rates on hold and sterling under pressure, it is a good time to look for dips in commodities and increase exposure to emerging market equities, says Trevor Greetham, head of multi-asset at Royal London Asset Management.
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ANALYSIS: Don’t forget the trouble in China
As Brexit fatigue tightens its grip on us all, particularly those who have been writing about it for a living, and the US gets going with its election, things have been suspiciously quiet on the China front.
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Morgan Stanley launches factor-based US Sicav
Morgan Stanley Investment Management, the asset management arm of Morgan Stanley, has launched a factor-based US fund providing European investors access to its applied equity advisers team for the first time.
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Deutsche Bank WM repositions post-Brexit
Despite Brexit, the chief investment officer of Deutsche Bank’s wealth division, Christian Nolting, still sees upside potential for equities in the UK and Europe.
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The best and worst funds of the first half
While gold funds were the out and out winners of the first half of the year, the worst performers were much more of a mixed bag.
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Cash is king in volatile times, says Indosuez’s Lamotte
Indosuez Wealth Management’s Frédéric Lamotte talks about his career at Crédit Agricole, his cash strategy, and market turbulence.
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Investors move into defensive assets amid global economic worries
Rattled by a growing list of worries that could threaten the fragile global economy, including the UK’s shock Brexit vote, investors around the world are amassing cash, favouring bonds over equities and increasing their holdings of gold.
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ANALYSIS: A masterclass in short-termism
As the clock ticks ever closer to 7am on Friday, the time slated for the release of the official results of the UK’s referendum on EU membership, the financial world’s focus is being honed to an ever finer point as participants hold cash and their breath ahead of the vote.
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ANALYSIS: Investors need to choose a path then hold their nerve on Friday
Everything is pointing towards a wild day in financial markets this Friday with asset prices shifting dramatically whatever the outcome of the referendum.
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Micro factors could trump macro after Brexit – JPMAM’s Flanders
While investors should be wary of macroeconomic factors impacting UK equities and sterling in the short term post-Brexit, the microeconomic consequences could be bigger in the long-term, according to Stephanie Flanders, JP Morgan Asset Management’s chief market strategist for Europe.