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Macro

Real assets to star in 2017 as Trump and weak supply drives demand

Wed, 18/01/2017 - 12:09

President-Elect Donald Trump’s commitment to infrastructure investments means real assets are set to outperform in 2017, according to ETF Securities, one of the world’s leading independent providers of Exchange Traded Products (ETPs). »

Index funds and ETFs are past their sell by date author claims

Fri, 25/11/2016 - 08:00

Gervais Williams, managing director of Miton Group, has published a new book, ‘The Retreat of Globalisation’ warning: “Index funds have passed their sell-by date. Expect more change in the markets in the next three years than in the last thirty.” »

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… »

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… »

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… »

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…  »

Global ETF assets under management to exceed USD7tn by 2021, says PwC

Mon, 11/07/2016 - 10:37

PwC expects accelerated growth in exchange traded funds (ETFs) over the next five years, with global assets under management (AUM) expected to exceed USD7 trillion by 2021. »

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”. »

Grexit referendum can serve as guide on how to position portfolios ahead of Brexit vote, says WisdomTree

Thu, 07/04/2016 - 10:39

The Greek referendum last year can serve as a guide for how to position portfolios in response to the impending ‘Brexit’ vote, according to exchange traded fund (ETF) provider WisdomTree. »

Source predicts oil price falls will benefit markets and global economy in 2016

Tue, 05/01/2016 - 11:43

ETF provider Source believes that despite the negative fallout from plummeting oil prices, the net effect will be positive for markets and the global economy in 2016. »

WisdomTree identifies new opportunities and challenges for investors

Fri, 18/12/2015 - 10:06

Looking towards 2016, WisdomTree Europe’s director of research, Viktor Nossek reports that amid the recent turmoil in global markets and the downward trend for commodities, a dramatic shift in monetary policy in the US is poised to create new challenges (and opportunities) for investors in 2016.  »

US dollar to decline in 2016 says ETF Securities

Fri, 04/12/2015 - 10:13

ETP provider, ETF Securities, predicts that the US dollar will behave in a similar way as it has done in the past and begin its decline during the first quarter of 2016. »

Source looks to the future

Tue, 01/12/2015 - 08:45

The Multi-Asset Research team from ETP provider Source is looking ahead to 2016 and asks: ‘What are the odds of the unexpected happening in 2016?’ »

WisdomTree comments that fiscal woes keep the yen weak

Fri, 13/11/2015 - 08:32

ETF provider WisdomTree writes that the yen is poised to remain a structurally weak currency, and calls for added easing on the yen from the Bank of Japan.  »

Positioning for a recovering Eurozone

Fri, 06/11/2015 - 09:29

Comment from WisdomTree reveals that amid the recent global financial market turmoil, both the European Central Bank (ECB) and the International Monetary Fund (IMF) have downplayed the near-term economic recovery in the Eurozone. »

ETF Securities and Roubini believe global recession could be on the cards

Wed, 04/11/2015 - 13:53

The latest monthly update from ETF Securities and Roubini Global Economics finds that the odds of a global recession have increased.  »

Mixed reaction to China’s rate cut

Mon, 26/10/2015 - 15:56

Focusing on China’s rate cut Edith Southammakosane, Director, Research Analyst at ETF Securities, has commented on how the different asset classes have reacted.  »

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