Bank of England: Is history repeating itself?

Mon, 23/04/2018 - 19:08

Mike Amey, PIMCO’s head of sterling portfolio management and ESG strategies on the challenges facing the Bank of England… »

Italian election result shows Italy’s and Europe’s core challenges remain unresolved

Mon, 05/03/2018 - 10:20

Timothy Graf, head of macro strategy for EMEA at State Street Global Markets; Antoine Lesné, head of EMEA strategy and research for SPDR ETFs; and Elliot Hentov, head of policy and research – official institutions for EMEA at State Street Global Advisors, offer their views on the Italian general election results… »

BlackRock comments on global growth in 2017

Mon, 20/11/2017 - 13:03

Wei Li, Head of iShares EMEA Investment Strategy at BlackRock, has written a note on the increasing breadth of global economic expansion and what this means for investors. »

We are in a bond balloon, not a bubble - ETF Securities September Outlook

Wed, 11/10/2017 - 12:12

By James Butterfill, Head of Research & Martin Arnold,  FX & Commodity Strategist, ETF Securities  Across asset classes, volatility has moderated, and the underlying macro landscape has improved on a global basis, prompting greater investor optimism. Political uncertainty has also moderated, with two key exceptions: the Trump administration and the Brexit negotiations. Risk and the implied complacency of investors that low volatility presumes are key issues in financial markets, the current ‘risk-on’ environment where equity markets are reaching record highs looks increasingly untenable.  »

Worse to come as sterling falls to eight-year low?

Thu, 24/08/2017 - 09:00

Jaisal Pastakia, Investment Manager at Heartwood Investment Management comments on sterling’s fall to an eight-year low… »

WisdomTree comments on UK inflation rise

Tue, 13/06/2017 - 15:05

The May inflation release from the UK’s Office for National Statistics shows CPI inflation has jumped up to a high of 2.9 per cent. Commenting, Viktor Nossek, director of research at WisdomTree in Europe, says: "Inflation has caught markets unawares today, accelerating to 2.9 per cent as the cost of goods and services - rather than imports - drove it higher. "The situation remains volatile. With uncertainty over the political situation in the UK already impacting Brexit negotiations, the pound has come under pressure once more and is now at its lowest level for months. »

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… »


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