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Investment Commentary_
Aviva Investors: The world will uphold the Paris Agreement, with or without Trump
President Trumps decision to take the US out of the Paris Agreement is a blow, but it will not reverse the global momentum behind the effort to tackle climate change, says Steve Waygood.
Investec Wealth & Investment: Weekly Digest: Earnings Season
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. In this week's Weekly Digest our Head of Investment Strategy, John Wyn-Evans, explores a number of price/earnings ratios (P/E).
Rathbones: Be a ScamSmart investor
In March, the Financial Conduct Authority (FCA) launched its ScamSmart campaign to help investors, particularly retirees, avoid the financial losses and emotional distress of being scammed. Over 65s with savings in excess of £10,000 are three and a half times more likely to fall victim to investment fraud. As responsible investors, we are naturally happy to support this campaign.
Royal London: Are client reviews stealing your time? Let us come to the rescue
Our new Review Service is designed to put more power in your hands. In a few simple steps, you can show your clients exactly how their savings are doing - and what their future could look like.
Architas: Spotlight on: European (ex-UK) equities
Having had a mixed 2016, stockmarkets in Europe have gone from strength to strength this year, a big turnaround from where they were a mere 12 months ago. Reduced political risk and encouraging economic data have led European (ex-UK) equities to be one of the top performing sectors of 2017 so far.
Brooks Macdonald: Quarterly market overview Q2 2017
The second quarter of 2017 was generally positive for risk assets and again characterised by low volatility, notwithstanding minor spikes around the French election and amid fears that Donald Trump could be impeached.
Investec Wealth & Investment: Market Commentary July 2017
Every day we seem to wake up to more bad news: the latest provocative tweet from Donald Trump; crises in the UKs public services; populist outcry in any number of countries; and missile tests in North Korea, to name but a few regular headline-makers. And yet the rst half of 2017 has been another period of prosperity for investors, with equity markets making several new all-time highs and volatility remaining low a classic case of what is described in nancial circles as climbing a wall of worry.
Brooks Macdonald: Weekly Market Commentary - 10 July 2017
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
M&G Equities Market Perspective: central bank policy
Watch our latest short update on equity market trends with the key theme of central bank policy.
Rathbones: Investment Insights Q3 2017
With all the major regions of the global economy growing in synch, investors are shrugging off political uncertainty. Equities have been buoyant, particularly in the US technology sector, where rising valuations are the focus of our lead article Great tech-spectations.
Prudential: Understanding the investment engine: a PPMG masterclass
Register to join Prudentials webexes on 25 July 2017, hosted by key members of the Prudential Portfolio Management Group (PPMG) team. There are five different webexes on the day that come together to deliver a masterclass on how PPMG manage money.
Rathbones: Just a little misunderstanding
A sell-off in bond markets bled into equities last week. The European Central Bank (ECB) and the Bank of England (BoE) gave investors less clarity about their intentions for interest rates over the next year than they expect. ECB president Mario Draghi has also been alluding to reducing the amount of bonds his central bank will buy for its quantitative easing programme sometime in the future.
M&G: BVTV: latest thoughts this week in 3 minutes
This week we discuss; lower oil prices and what this means, BoE and our thoughts on the Euro.
Brooks Macdonald: Weekly Market Commentary 3rd July
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
Investec Wealth: Partying With One Eye On The Door
Even as I hit the send button on last weeks Weekly Digest I feared that I might be tempting fate by suggesting that equity markets could continue to grind higher
Aviva Investors: Euan Munro, My thoughts on the asset management industry and global markets
As we approach the halfway point in 2017, I recently took part in a video interview to discuss Aviva Investors recent progress, the state of the markets and whether continued low volatility is causing complacency among investors.
BlackRock: Global Weekly Commentary
Key takeaways We now see oil trading in a range around current levels, as the market rebalances in the second half.
Utmost Wealth Solutions expands portfolio
Utmost Wealth Solutions has continued its development with the completion of the acquisition of the investment bond business of Axa Life Europe and the opening of a Dublin office.
Aviva Investors: Euan Munro's thoughts on the asset management industry and global markets
As we approach the halfway point in 2017, I recently took part in a video interview to discuss Aviva Investors recent progress, the state of the markets and whether continued low volatility is causing complacency among investors.
Rathbones weekly review: A turning point
China won approval from global index provider MSCI for the inclusion of its mainland A-Shares in the companys emerging market benchmark, pushing its share prices higher last week.
Brooks Macdonald: Weekly Market Commentary - 26 June 2017
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
BlackRock: Global Weekly Commentary
We see the momentum equity style factor outperforming, backed by a sustained economic expansion. Oil prices entered a bear market on concerns about higher-than-anticipated global supply. This weeks US and eurozone inflation data could shed some light on the direction of central bank policies.
Brooks Macdonald Weekly Market Commentary
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
My kingdom for a horse
Two months ago, Theresa May announced a snap election to make hay while her popularity was riding high. Division in Westminster was curtailing the Governments ability to drive a hard bargain for a Brexit deal, the Prime Minister said.
BlackRock: Global Weekly Commentary
Long-term yields fell last week mostly in response to another weak US inflation print, yet we still see modestly rising rates ahead.
Investec, Wealth & Investment: Shades of Grey: Weekly Digest
Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy. This week, guest writer Annelise Peers, Chief Investment Officer for Investec Bank Switzerland, looks at the impact of ageing populations on global growth and inflation, with a focus on the US.
Rathbones weekly review: Not Mays day
Markets are braced for more uncertainty as a weakened Theresa May scrambles to form a minority government and prepare for Brexit negotiations.
Aviva Investors: European equities: too much, too soon?
European equities have performed strongly in the last few months, despite a backdrop of omnipresent political risk. Ed Kevis explores whether the rally is sustainable.
Brooks Macdonald: Weekly Market Commentary
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
Rathbones - UK election result: not so strong and stable
A weakened Theresa May will now lead a coalition into a less stable economic future.
Rathbones: Fortune favours the active
Recent years have been challenging for active investing. The broad political consensus that took hold in the early 1990s and the easy monetary policy that central banks have run since the financial crisis have suited passive investing.
Rathbones weekly review: Focus on security as election looms
For the third time in three months, the spectre of Islamic State terrorism cast its shadow over the UK this past weekend, with seven people killed and dozens injured in an attack on London Bridge and Borough Market.
BlackRock: Global Weekly Commentary
Emerging market (EM) and European equities are becoming consensus trades, but we believe they still have room to run.
M&G Investments; Grave New World by Stephen King
Stephen King, economic adviser at HSBC talks about his new book Grave New World discussing the latest reversal of trends.
Falling default rates and high yields. Too good to be true?
With only one issuer defaulting in the first quarter of 2017 (compared to eight in the same period 12 months ago), the emerging market (EM) hard currency corporate bond asset class has until now met expectations that its default rate could be significantly lower in 2017.
Rathbones weekly review: A traumatic week
The weeks news was dominated by the suicide bombing at the Manchester Arena that killed 22 and wounded more than 100 people, many of them teenagers. The people of Manchester stood firm in the face of adversity, the police and security services uncovered a network of connections as far afield as Libyaand electioneering was put on hold. Markets were fairly calm, with the FTSE 100 up 1.1% and sterling weakening slightly.
BlackRock: Global Weekly Commentary
The equity rally is increasingly broad-based, supported by strong momentum and global reflation.
Making things simpler with Prudentials improved Trust and Application Form Tool
Prudential know that trust business can be time consuming and complicated, particularly when completing documentation. Theyve made things easier for you by improving their popular trust and application form tool.
Brooks Macdonald: Weekly Market Commentary 06/03/17
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
Brooks Macdonald: US equities: strong prospects matched by high expectations?
In this article we discuss the US economy and the prospects for its equity markets, given current valuations.