The Week: Veteran investor Byron Wien gives his 10 ‘surprises’ for the year ahead
Since 1986, veteran analyst Byron Wein, vice chairman of Blackstone Advisory Partners of Blackstone, has published his 10 ‘surprises’ for the year ahead.
25th Jan 2018
Pedalling harder just as the brakes are being applied
My brother-in-law is a cycling fanatic. I asked him the other day if there is a technical term to describe pedalling while the brakes are being applied. He thought about this for a moment, before sugg...
Square Mile Research
25th Jan 2018
Schroders | European Alpha Income and European Alpha Plus Funds - December 2017
In his latest video, James Sym, Fund Manager, provides an overview of European markets over the year and shares his outlook for 2018.
24th Jan 2018
It is actually different this time…
It is actually different this time...
The problem - the normal rules of engagement no longer apply
While we can spend many hours contemplating the rights and wrongs of the great...
23rd Jan 2018
The Week: Why do US equities keep rising?
It’s tough to find an asset allocator with an overweight position in US assets. Most agree that the stock market is expensive.
18th Jan 2018
GSAM: Presence in Your Absence
What Clients Say About You When You're Not There
Failure to build an effective brand potentially can limit the ability to grow a successful advisory practice. As a financial advisor, how do you...
How I scored in the investIQ test – and what I learned
Fund manager and value blogger Nick Kirrage reveals his results in an investment IQ test designed to help investors understand their biases
What type of investor are you - optimistic, impulsive?...
16th Jan 2018
Pandora's Box of UK Politics
Investing in developed markets rarely involves high levels of political risk; over the long term markets are driven by the path of corporate earnings. However, today UK investors need...
Square Mile Research
16th Jan 2018
The Week: What's the plan in Japan
Japan has been a big hit with investors in 2017, but we’ve been here before.
11th Jan 2018
Why 2018 is the year to go digital
With the new year in full swing, have you enacted your resolutions? As the world adapts to the technological revolution it is time for IFAs to digitalise their work as well – tha...
Market briefings looking back at December
A selection of articles, written by our expert investment writers and cover the markets looking back through December.
10th Jan 2018
A record-breaking year for US equities
US equity indices reached new highs during December as President Donald Trump’s controversial tax reforms were approved by US lawmakers and signed into law. Meanwhile, as expect...
Brexit negotiations are cleared to move on
The UK performed relatively strongly during December compared with many other major equity markets; over 2017 as a whole, however, the performance of the FTSE 100 Index was dwarfed by...
The FTSE 100 Index’s yield rose over 2017
Although the UK lagged many other major equity markets during 2017 as a whole, it posted a robust performance during December. Both the FTSE 100 Index and the FTSE 250 Index reached n...
Inflation rises to 3.1%
UK government bond yields fell during December as demand for gilts rallied. EU leaders declared that, following agreement on key issues – including the future of the Irish borde...
Global update: A strong 2017 for global equity markets
Although global equity market returns were relatively muted during December, annualised performance from leading equity indices was very strong. The US, Germany, Japan, Brazil and Ind...
US Treasury bond yields ease over 2017
US Treasury bond yields rose during a busy December. As expected, the Federal Reserve raised the federal funds rate for a third time in 2017, taking the key federal funds rate to a ra...
Europe’s economy continues to gain traction
European equity markets generally posted subdued performance during December; over 2017 as a whole, however, returns were strong. Brexit discussions are moving on to the next phase, w...
Emerging markets rise over 2017
Emerging equity indices generally ended 2018 in positive territory, with many individual countries outperforming the broader world equity market. Brazil notched up its third consecuti...
Japanese markets surge over 2017
Confidence amongst Japanese businesses has continued to improve, according to the Bank of Japan’s quarterly Tankan survey of business sentiment. Credit ratings agency Moody&rsqu...
Momentum as a late-cycle factor
A couple of months ago, I examined the volatility factor and discovered that it tends to outperform during market corrections, but underperforms dramatically during recoveries. This month, I look at t...
9th Jan 2018
The Week: The week
Some New Years start with a burst of enthusiasm; a blast out of the blocks, let’s-get-it-on and buy some equities sort of start.
4th Jan 2018
MiFID II: A safer, but more boring, future for advised clients
MiFID II runs to 1.7m paragraphs and covers all aspects of trading in European financial markets. Aside from a few teething troubles in the futures markets, and a temporary delay on it...
Broomer's Blog: Outlook December 2017
While the mood in the main developed markets does not feel heated, professional investors are becoming optimistic and momentum in markets is clearly building.
The dollar's we...
2nd Jan 2018
Tue, 2nd, Feb
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