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Macro

Brexit uncertainty impacts retirement planning

Wed, 26/04/2017 - 01:01

The Brexit effect is creating uncertainty among people planning to retire in 2017, with more than one in four (27 per cent) of this year’s retirees worried the decision to leave the EU will negatively impact their finances in the long term, according to research by Prudential. »

Brexit marks shift in risk appetite of UK investors

Wed, 19/04/2017 - 07:44

Some 2.21 million investors in the UK are entering the new financial year with a greater risk appetite and seeking fresh investment angles, according to a survey of 1,000 UK investors by IW Capital. »

Iain Buckle, Kames Capital

Credit market liquidity could deteriorate as BoE ceases purchase scheme, says Kames

Tue, 21/03/2017 - 10:16

Liquidity in the UK credit market could begin to dry up as the Bank of England halts its corporate bond purchase scheme, according to Iain Buckle, co-manager of the GBP691 million Kames Sterling Corporate Bond Fund. »

Paul Smith, CFA Institute

Investment professionals increasingly concerned about negative impact of geopolitical risks, says survey

Wed, 15/03/2017 - 10:08

Concern about the impact of geopolitical risk in the investment profession has grown since the UK’s decision to leave the European Union in July 2016, according to a poll of almost 1,500 investment professionals from around the world by the CFA Institute. »

Lending to property developers struggles to recover post-Brexit

Fri, 10/02/2017 - 13:18

The amount lent by banks to property developers fell in the months leading up to the Brexit vote and has struggled to recover since as banks slash lending to the sector, says peer-to-peer secured lending platform Saving Stream. »

Adrian Hull, Kames Capital

Elections in France and Holland pose risk to investors in Italian debt, warns Kames Capital

Tue, 31/01/2017 - 14:21

The forthcoming elections in Europe are set to pose a risk to investors in Italian bonds if voters in France or Holland elect populist leaders, according to Kames Capital’s senior fixed income investment specialist Adrian Hull. »

Phil Milburn, Kames Capital

Conditions ripe for investors to take more credit risk in 2017, says Kames Capital

Tue, 03/01/2017 - 15:21

Market conditions are ideal for investors to take more credit risk in 2017 provided inflation remains relatively muted, according to Phil Milburn (pictured) and David Ennett at Kames Capital. »

Investor optimism high for 2017 despite year of geopolitical shocks

Wed, 14/12/2016 - 14:54

European investors are increasingly optimistic about stock market returns in 2017 and are less concerned about geopolitical events, despite a year of political shocks, according to JP Morgan Private Bank. »

Renaud Froissart, Quaero

European stock markets more challenged as long term government bond rates climb, says Quaero

Thu, 08/12/2016 - 10:15

The valuation of European stock markets is proving less attractive than previously, notably because of higher long term government bond rates, according to Renaud Froissart, manager of the Quaero European Long Short Equity Fund. »

Richard Buxton, Old Mutual

Hammond is hardly top gear

Wed, 23/11/2016 - 18:24

The reaction of financial markets to the new Chancellor’s first, and last, Autumn Statement pretty much says it all – big surprises were conspicuously absent, but longer-term challenges remain, says Richard Buxton (pictured), Head of UK Equities, Old Mutual Global Investors… »

Rising inflation poses threat to buying power of UK’s millionaire pensioners

Tue, 22/11/2016 - 10:36

With inflation predicted to rise above its long term average rate in 2017, Investec Wealth & Investment is warning pension savers against overestimating the buying power of their future retirement pot.  »

HNW investor confidence up 9 per cent post-US election

Fri, 18/11/2016 - 09:40

Forty eight per cent of high net worth (HNW) and ultra-high net worth (UHNW) investors feel optimistic about the short-term economic outlook following the election of Donald Trump as US President-elect, up from 39 per cent just three weeks earlier. »

Landlords unfazed by Brexit and tax changes

Mon, 24/10/2016 - 10:38

Most landlords in the UK plan to continue business as usual despite the recent raft of political changes, according to the second annual Landlord Voice survey conducted by Simple Landlords Insurance. »

EU flag

What next for EU economy?

Fri, 21/10/2016 - 11:56

Nancy Curtin, Chief Investment Officer at Close Brothers Asset Management, comments on the interest rate decision from the ECB… »

Hillary Clinton

ETX Capital launches US Election News Sentiment Index

Thu, 20/10/2016 - 10:08

ETX Capital has launched the US Election News Sentiment Index, a tool that displays the quantity and tonality of media coverage towards the presidential elections. »

The White House

US Election - An ugly debate keeps Trump alive

Wed, 12/10/2016 - 11:49

Libby Cantrill, PIMCO’s head of public policy, on the latest in the race for the White House… »

Michael Stanes, Heartwood Investment Management

Sterling weakens, but it’s not all bad news

Mon, 10/10/2016 - 10:57

Michael Stanes (pictured), Investment Director at Heartwood Investment Management, considers the wider implications of sterling’s depreciation downward spiral last week following the ‘hard Brexit’ discussions at the Conservative Party conference… »

James Klempster, Momentum

Global politics moving global markets

Fri, 07/10/2016 - 10:22

James Klempster (pictured), head of portfolio management at Momentum, explains how and why domestic and global politics is dominating the market agenda… »

Geraud Charpin, BlueBay Asset Management

The long and difficult wait for the bears

Fri, 07/10/2016 - 10:18

Geraud Charpin (pictured), Portfolio Manager, BlueBay Asset Management discusses how risk assets struggle to gain impetus as investors turn their attention to negative newsflow… »

John Vail, Nikko AM

Nikko AM bullish on Japan and developed Asia-Pacific equities

Tue, 04/10/2016 - 09:38

Nikko Asset Management’s global investment committee (GIC) is positive on Japanese and developed Asia-Pacific equities over the next six months due to low valuations in Japan and a bullish outlook for Hong Kong and Australian shares. »

Bill Lipschutz, Hathersage Capital Management

Hathersage Capital Management - Best Macro CTA

Mon, 03/10/2016 - 12:38

Hathersage Capital Management LLC is a global macro manager founded in 1991. Employing a discretionary global macro philosophy which it applies strictly to G10 currencies, the firm takes directional market views using interbank spot, forwards and options.  »

Slow growth angst is key driver behind five-year return forecasts for investors, says Northern Trust

Slow growth angst is key driver behind five-year return forecasts for investors, says Northern Trust

Mon, 15/08/2016 - 15:09

Northern Trust expects most investments to generate single-digit positive returns over the next five years, predominantly due to slow economic growth and persistent low interest rates. »

SJP comments BofE stimulus package positive for GBP credit assets

Wed, 10/08/2016 - 09:14

Fund manager of the St. James’s Place Strategic Income Fund, Chris Bowie of TwentyFour Asset Management has commented on the Bank of England’s largest stimulus package since the financial crisis. »

Mike Amey

MPC to be in ‘easing mode a good while to come’

Thu, 04/08/2016 - 15:50

Mike Amey (pictured), Head of Sterling Portfolios at PIMCO comments on the Bank of England’s decision to cut interest rates…  »

Heritage positions to navigate unchartered waters following Brexit

Heritage positions to navigate unchartered waters following Brexit

Thu, 14/07/2016 - 09:04

Following the UK’s referendum result in favour of leaving the EU, Heritage Financial Services says it is in a strong position to navigate the unchartered waters ahead. »

Investor confidence sinks to a four year low

Tue, 12/07/2016 - 09:30

The Hargreaves Lansdown Investor Confidence Index has suffered its sharpest monthly fall in five years, and now stands at its lowest level since May 2012. »

Marie Owens Thomsen

Brexit: UK recession, but NO global recession

Fri, 24/06/2016 - 12:21

The vote to leave the EU is the start, not the end, of a process that could take up to a decade or more, says Marie Owens Thomsen (pictured), Chief Economist at Indosuez Wealth Management, Credit Agricole’s private banking arm. »

David Lamb

Brexit: Talk of Sterling freefall is overblown, but uncertainty now has no end date attached to it

Fri, 24/06/2016 - 12:02

“Amid the hyperbole and today’s vertiginous fall, Sterling’s one saving grace is that the Euro is likely to be hit almost as hard by a Brexit,” says David Lamb, head of dealing at FEXCO Corporate Payments. »

Saker Nusseibeh

Three ‘axes’ to Brexit debate

Thu, 02/06/2016 - 13:11

The debate around Brexit revolves around three distinct axes, each of which offers somewhat different outcomes for each side of the campaign, says Saker Nusseibeh (pictured), Chief Executive, Hermes Investment Management… »

China flag

Risks to China outlook intensify, says AB

Tue, 19/04/2016 - 10:55

Global asset manager AllianceBernstein (AB) says it remains optimistic about China’s long-term prospects, but warns that short-term risks in the policy arena and property market have intensified and “now turn on a knife-edge”. »

features

In focus

Progeny Group is on the growth path

Wed, 01/02/2017 - 07:24

Nutmeg’s core approach to ETFs

Wed, 18/01/2017 - 14:44

WMA indices switch to MSCI

Sun, 15/01/2017 - 13:02

Heartwood launches ethical accounts

Fri, 02/12/2016 - 09:38

Special Reports

Bermuda Fund Services 2017

Bermuda Fund Services 2017

Fri, 24/03/2017 - 10:55

Switzerland Hedge Funds 2017

Mon, 27/03/2017 - 12:53

Guide to Relocation 2017

Guide to Relocation 2017

Mon, 20/02/2017 - 14:43

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