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Investment Commentary_
Investec Wealth & Investment: Trumpeachment
Admittedly, impeachment was high on the agenda in Brazil last year (and might be back on again soon), but threats to impeach US President Donald Trump carry greater weight. Impeachment is a word we all recognize but might struggle to define exactly.
Aviva Investors: Equities: taking the long view
The stock market is frequently, sometimes justifiably, seen as the epitome of short-termism. Accurately assessing companies long-term prospects is possible, but not straightforward, writes Giles Parkinson.
Double bubble toil & credit trouble UKs increasing unsecured credit bubble!
With the Financial Conduct Authority and recent press reporting concern about the UKs increasing unsecured credit bubble, we thought we would ask the public about their debts and if they plan to increase their unsecured debt over the next 6 months.
Rathbone Review Summer 2017: Children of the revolution
The Prime Minister announced a snap general election for 8 June, and while this introduces some short-term uncertainty, it seems unlikely that it will cause any significant disruption to financial markets.
Aviva Investors: UK economy: into the great unknown
After Theresa May on March 29 formally notified the European Union (EU) of Britains intention to withdraw from the bloc, we consider the prospects for the countrys economy.
Brooks Macdonald: China: policy support offsetting structural headwinds
Despite concerns that Chinas economy was undergoing a hard landing in January 2016, fiscal, monetary and other government policy stimulus ensured that it was growing slightly faster at the end of the year than it had been at the start.
Rathbones: Digital hygiene
The development of Germ Theory during the late-1800s led to hospitals becoming bastions against disease rather than minefields of micro-organisms.
Brooks Macdonald: Thematic equity investing: a sweet spot for global banks
Over the past year, developed-world financial stocks have benefitted from an improvement in the operating environment, while Donald Trumps election is likely to catalyse a reduction in regulation. With US banks having already made significant adjustments since the global financial crisis, we see potential for the sector to outperform in the medium term.
Whats consuming Asia?
Asia continues to evolve into a consumption powerhouse. Indeed, by 2030 the region is expected to account for around two-thirds of all middle class people globally.
Asias innovation sensation
Think of innovation and Silicon Valley may initially spring to mind. But Asia is quietly rising into an innovation powerhouse in its own right. Fidelity Emerging Asia Fund manager Dhananjay Phadnis outlines the companies that he believes are well positioned to capitalise on these technological advancements.
Fidelity: Whats consuming Asia?
Asia continues to evolve into a consumption powerhouse. Indeed, by 2030 the region is expected to account for around two-thirds of all middle class people globally.
M&G Equities Market Perspective
M&A activity has begun 2017 on a positive note after falling in 2016.
BlackRock: European equities: playing catch up
Upbeat earnings news from Europe has provided a long overdue positive sign for the region. Can eurozone equity earnings close the gap on the US?
Investec Wealth & Investment - Weekly Digest
A Tale of Two Elections Welcome to this week's edition of Weekly Digest; a topical in-house review of world stock markets and the global economy, written by our Head of Investment Strategy, John Wyn-Evans.
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.
Investec Wealth & Investment: Market commentary
Half a year can sometimes feel like a long time in investing, and much has happened in the last six months. A lot of this action has taken place in the political arena, and investors are continuing to have to pay attention as much, if not more, to political developments as to economic ones. Market Commentary provides a general overview of topical market and economic issues.
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.
Brooks Macdonald: Trumps first 100 days, what are markets pricing in?
Much has been made of Donald Trumps leadership style, tweets and divisive policies since his election on 9 November 2016.
Rathbones: What does eurozone political risk really mean?
Over recent decades, general elections have rarely made a discernible impact on European financial markets
BlackRock: Disruption's next target: cars
Technological disruption is cutting across sectors, with the auto industry a key example. We see risks for traditional car manufacturers.
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.
Rathbone Greenbank Review - Spring 2017
The momentous political events of 2016 left many investors with an altered sense of what can and cannot be predicted.
100 days of Trump: BVTV Special
With US President Donald Trumps first 100 days in office fast approaching, what has this milestone meant so far for markets, and more importantly what should investors be looking for from this point on?
Prudential: Minimising risk and maximising certainty webex
Are you experiencing uncomfortable conversations with clients about their investment returns and long-term prospects?
Brooks Macdonald: Japan: a leveraged play on global growth?
Japans nascent economic recovery is showing encouraging signs, with some strength in the labour market and a favourable corporate environment.
BlackRock: Job markets booming
Unemployment rates in the UK, eurozone, US and Japan have been on a steady decline, thanks to improving global economic growth.
Brooks Macdonald: The Quarterly Market Overview for Q1 2017
The first quarter of 2017 was generally positive for most asset classes. Volatility was low as improving economic data showed the global recovery broadening. Positive political developments in Europe also helped, despite ongoing political uncertainty on both sides of the Atlantic. We believe it is encouraging that the markets progress was built on more than the prospect of fiscal expansion.
Rathbones: Confidence trick
US jobs growth slowed dramatically in March, according to nonfarm payrolls data. The 98,000 new jobs announced were a far cry from the 180,000 expected, but concerns should be kept in proportion.
Blackrock: Three investment themes for Q2
Global chief investment strategist Richard Turnill shares three interrelated themes likely to shape investing in the second quarter of 2017.
Brooks Macdonald: Weekly Market Commentary 10th April
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.
Rathbones weekly review: Lloyds put eggs in Brussels basket
Conforming to the old investment precept of not keeping all your eggs in the same basket
M&Gs Bond Vigilantes: Eurobonds: one bond to fund them all
The German federal election in September still seems far away. However, for the first time in years, it appears possible that Angela Merkel could actually lose the election.
BlackRock: As Brexit begins, a slowdown ahead?
What could the government's triggering of the Brexit process mean for the UK economy and markets?
M&G Global Recovery Fund
Fund Manager David Williams discusses the tried and tested investment approach of the contrarian M&G Global Recovery Fund.
Rathbones weekly review: Defiance
The candlelight vigil held in Trafalgar Square, in the aftermath of last weeks terror attack on the heart of our capital, showed solidarity and defiance, and sent a clear message to the world.
Aviva Investors: Fundamentals Video Episode 2 Global trends driving financial markets
In this 7 minute video, Aviva Investors look at 3 key themes they believe will drive global financial markets in 2017.
Aviva Investors: AIQ Issue 2: Spheres of influence
Will national self-interest in the US, China and Russia lead to the emergence of new spheres of influence?
BlackRock: Why markets may be wrong about Europe
We believe markets appear too pessimistic on Europes outlooka big reason why we are positive on European stocks.
Schroders: Global central bank roundup
While the Federal Reserve moves towards normalisation of interest rates, it appears to remain a remote prospect for Japan and the UK.
Brooks Macdonald: Weekly Market Commentary 27 March 2017
Watch Investment Director Ed Park's weekly market commentary and read detailed economic and market news from our in-house research team.