After Brexit and a downgrade, is Carney really likely to raise rates?
A rate rise in the UK has suddenly become a possibility. There is still much to fear on the outlook for the UK – is Carney really likely to blink?
The conditions for a rate rise do not app...
28th Sep 2017
Market briefings looking back at August
A selection of articles written by our expert investment writers that cover the markets looking back through August.
Technology provided a boost for US equity indices
Investor sentiment was impaired during August by concern over North Korea’s relationship with the international community and worries about the impact of Tropical Storm Harvey, which hammered the US G...
UK equity market review: “No decisive progress” in Brexit talks
UK share price performance was dampened in August by escalating tensions between North Korea and the international community.
UK equities make muted gains in August
UK share prices generally rose during August, although gains were relatively muted, hampered by geopolitical tensions relating to North Korea – which fired a missile over Japan &n...
UK bond market review: Demand for gilts rises during August
During August, investors’ appetite for risk deteriorated, undermined by further deterioration in relations between North Korea and the rest of the world.
Global bond market review: Strong demand for highly rated government bonds
Investors’ appetite for “safe haven” assets rose during August against an increasingly unsettled global backdrop.
Euro surges against the US dollar
The euro rose to its highest level against the US dollar since January 2015, bolstered not only by the strengthening European economy, but also by worries over the impact of Tropical St...
Emerging markets review: IMF warns on China’s credit boom
China’s credit growth continued to pose a problem in August.
Asia Japan market review: Tensions with North Korea put pressure on Asian markets
An increasingly strained relationship between North Korea and the international community culminated in North Korea’s decision to fire a ballistic missile over Japan.
Indicators of a Share Market Correction
Last month we looked at two factors that are predictive of a future recession: the rate of inflation and the level of unemployment, and found that the signs of a new recession were not quite in play y...
26th Sep 2017
Broomer's Blog: This Time it's different
It is often said that the most dangerous words in investment are that 'this time it's different', but could it be?
The value philosophy – that everything reverts to the mean &n...
25th Sep 2017
Emerging markets: have investors missed the boat?
Emerging markets have had a strong run – are all the strong returns behind them?
Emerging markets have rallied after fears surrounding the Trump election abated
After 20%+ gains, investo...
Wary women’ don’t like investments
Women are increasingly ‘wary’ of investments, finds a new piece of research from consumer finance group Boring Money. Women are increasingly ‘wary’ of investments, finds a new...
22nd Sep 2017
M&G Investments | M&G Equities Market Perspective: Time to look at opportunities in Japanese equities?
In this month’s update Ritu Vohora, M&G’s Investment Director, looks at why the case for Japan is the strongest it has been in many years.
18th Sep 2017
The Philips Curve: why is higher employment not leading to wage growth?
Low unemployment is not leading to higher wages. What is happening?
Unemployment is at its lowest level for over 40 years, but wages are declining in real terms
The 'Philips curve' app...
14th Sep 2017
The power of reputation: How can you avoid a Bell Pottinger?
“It takes many good deeds to build a good reputation, and only one bad one to lose it” Benjamin Franklin
Bell Pottinger has gone into administration after a racist campaign in South...
Investors seek safe havens in August
Risk aversion amongst investors rose during August, boosting demand for perceived “safe-haven” assets amid mounting concerns over the deteriorating relationship between North Korea and the...
7th Sep 2017
Monthly Market Roundup – covering August 2017
Our Monthly Market Roundup is available on our website on the 4th business day of each month.
The report aims to provide a snapshot of the global market developments during the past month, highligh...
7th Sep 2017
The Week: North Korea: A macroeconomic event that they actually care about
Finally, markets seem to have found a macroeconomic event that they actually care about.
Tue, 2nd, Feb
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