The Week: Borisnomics: tax cuts and chlorinated chicken
Should we ever have been in any doubt, it is now absolutely clear that Boris Johnson is happy to take the UK out of the EU on 31 October, with or without a deal. If ‘no deal’ is the final option, can...
Adviser-Hub 29th Aug 2019
The Week: Global dividend growth slips as corporate profits dip
The deceleration in the global economy is making an impact on global dividends, finds the latest Henderson Global Dividend Index.
Adviser-Hub 22nd Aug 2019
Register now: M&G Meet the Managers 2019
Please join us for the M&G Meet the Managers live stream on Thursday 26 September at 10:00. Don’t miss the opportunity to hear from six fund managers who will share their insights across the asset cla...
M&G Investments 21st Aug 2019
UK equity income market review: Weak pound boosts share prices in July
UK equity prices generally rose during July as intensifying speculation over the possibility of a no-deal Brexit drove down the pound’s value against the US dollar and the euro.
Adviser-Hub 19th Aug 2019
UK equity market review: Sterling falls on no-deal speculation
Sterling fell sharply against the US dollar and euro during July as the prospect of a no-deal Brexit began to appear increasingly possible.
UK bond market review: No-deal plans drive down gilt yields
Mounting fears that the UK will leave the EU without a deal on 31 October drove down the value of the pound against the US dollar and the euro during July.
Global bond market review: Central banks around the world cut rates
Investors saw a raft of interest-rate cuts during July, as central banks sought to address slowing economic growth and subdued inflationary pressures.
Emerging market review: China’s slowdown continues
China’s economy continued its slowdown during the second quarter of 2019, expanding at an annualised rate of 6.2%. The country’s economy grew by 6.4% during the first quarter.
Market briefings looking back at July
A selection of articles, written by our expert investment writers that cover the markets looking back through July.
Asian Japan market review: Australia and South Korea cut interest rates
Confidence amongst large Japanese manufacturers continued to deteriorate, according to the Bank of Japan’s quarterly Tankan survey.
Europe market review: Deteriorating outlook for Europe
The outlook for economic growth in the eurozone has continued to weaken.
US market review: Fed cuts rates for the first time since 2008
US equity markets reached new closing highs during July, and the S&P 500 Index breached 3,000 points for the first time ever.
Square Mile | Talking point... Prufund range
Seeking to provide smoother investment returns.
Square Mile Research 19th Aug 2019
The Week: Yield Curve
The US yield curve has finally inverted. It’s spooked equity markets, but does it necessarily mean recession is imminent?
Adviser-Hub 15th Aug 2019
Schroders | How sustainable are cities?
Tom Walker, Co-Head of Global Real Estate Securities, discusses the ways in which cities are creating sustainable ways of living and reducing emissions that contribute to climate change.
Schroders 14th Aug 2019
Schroders | European Alpha Focus Q2 2019 Update
Fund managers James Sym and James Rutland reflect on the second quarter of 2019 including the continued story of growth vs. value and how their portfolios focus more on value and cyclical exposure.
Schroders | Anticipating a regime change
James Sym, fund manager, discusses why the era of growth defensives and stock's success may be coming to an end.
Currency wars: tweetstorm in a cup?
The Fed delivered its much anticipated interest rate cut at the end of July. In this month’s video, Investment Director, Ritu Vohora looks at the implications for the US dollar. Could the US Treasury...
M&G Investments 14th Aug 2019
The Week: A new world order threatens capitalism
After significant falls this week, have markets recognised that China/US trade wars are part of a deeper problem?
Adviser-Hub 8th Aug 2019
Defining value for fund managers
The regulator wants asset managers to define more clearly the value they provide to their investors. Square Mile explores what they need to consider.
Square Mile Research 7th Aug 2019
M&G Investments | Currency wars: tweetstorm in a cup?
The Fed delivered its much anticipated interest rate cut at the end of July. In this video, Investment Director, Ritu Vohora looks at the implications for the US dollar.
M&G Investments 7th Aug 2019
The Week: The Fed has bitten the bullet on interest rates
The Federal Reserve has bitten the bullet on interest rates, but will the 25bps rise make any difference to the global economy?
Adviser-Hub 1st Aug 2019
The evolution of geopolitical risks
Geopolitical risks appear to be a recurring theme impacting global markets and can have a significant influence on the short and medium term direction of asset prices. Although they can be unnerving f...
M&G Investments 1st Aug 2019
Global update: Possibility of “no deal” moves closer
Boris Johnson beat Jeremy Hunt during July to become the new leader of the Conservative Party and the UK’s new Prime Minister.
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