Global update: Rising infection levels knock sentiment
Share prices generally fell during September amid concerns over rising infection levels and their potential impact on economic activity. Investors’ worries were compounded by doubts over Brexit negoti...
14th Oct 2020
UK equity market review: Brexit trade deal remains unresolved
Share prices in the UK fell during September amid concerns that a surge in infection rates, accompanied by localised lockdowns, could undermine economic recovery. Both the FTSE 100 Index and the FTSE...
The Week: Is there hope for friendless emerging markets?
With a low Dollar, low valuations and recovering economies, these should be buoyant times for emerging markets, but buyers are thin on the ground.
10th Sep 2020
Dan Carter and Mitesh Patel: Premium yield and core growth from Japanese equities
Dan Carter and Mitesh Patel look at Japan’s experience of the Covid-19 pandemic, their approach to investing.
Jupiter Asset Management
10th Aug 2020
It's time to look east
The Asia ex Japan region and its companies are thriving
6th Jul 2020
Jupiter Japan Income Fund - May 2020
Dan Carter and Mitesh Patel answered your questions on how Japan is faring.
Jupiter Asset Management
6th Jul 2020
Dan Carter and Mitesh Patel: Japan strategy update
Since global equities peaked on 20th February 2020, the Japanese market has been a notable outperformer against other regions.
Jupiter Asset Management
15th May 2020
Global update: March meltdown
The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and a collapse in confidence pushed share indices into bear-market territory.
20th Apr 2020
Global bond market review: Bond yields hit record lows
Global bond yields extended their January declines into February as investors became increasingly worried about the potential economic impact and human cost of the coronavirus.
5th Mar 2020
Global bond market review: Investors eye riskier assets in December
A mood of tentative optimism blunted the attractions of government bonds during December.
15th Jan 2020
Global update: Double-digit gains in 2019
Despite a year that was filled with political and social upheaval – from the trade war between the US and China, through Brexit, to the civil unrest in Hong Kong – many world markets achieved double-d...
9th Jan 2020
Global update: Brexit takes a back seat
Although politics continued to dominate newsflow and sentiment in the UK during November, Brexit was superseded by the General Election as the focal point.
10th Dec 2019
Global update: Election fever
October saw the UK plunge into election fever as progress on Brexit once again ground to a halt.
6th Nov 2019
Global update: What next for Brexit?
The long-running Brexit saga took a new twist in September as the clock continued to tick towards its Hallowe’en deadline.
3rd Oct 2019
The Week: Does manufacturing matter?
As US manufacturing slides, how important is it for global economic growth? And would trade talks resolve the problem?
2nd Oct 2019
Global update: Parliament’s suspension creates controversy
The prospect of a no-deal Brexit crept closer during August as Prime Minister Boris Johnson announced that Parliament would be suspended.
4th Sep 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.
22nd Aug 2019
Global update: US/China trade war escalates
Prime Minister Theresa May finally announced that she was resigning as leader of the Conservative Party on 7 June. Her decision triggered a leadership contest alongside rising concerns over the possib...
4th Jun 2019
The Week: A revival in Japan?
Against all expectations, the Japanese economy grew at robust pace of 2.1% in the first quarter of 2019.
30th May 2019
Fidelity International | Dan Roberts on economic expansion and current opportunities
FundCalibre research analyst Ryan Lightfoot-Brown sits down with Dan Roberts, fund manager of Elite Rated Fidelity Global Dividend to get his thoughts on the "longest running equity bull market". You...
30th Apr 2019
Global update: Brexit postponed…
“Brexit Day” – 29 March – came and went, but the UK remained in the EU. The UK was forced to seek an extension to the Article 50 process as Prime Minister Theresa May failed to get her Brexit deal thr...
9th Apr 2019
The Week: Active vs Passive
A new report from BMO Global Asset Management has issued a major challenge to the assumption that passive funds always outperform the average active manager.
28th Mar 2019
Asian Japan markets review: Subdued outlook for inflation
The outlook for Japan’s key export market appears clouded, dampened by the ongoing trade conflict between the US and China.
25th Feb 2019
Video: Japan: global growth & record profits
Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
23rd Jan 2019
Global update: 2018: worst year since 2008 for equity markets
2018 proved to be the worst year for global markets since 2008. The MSCI World Index fell by 10.4% over the year as a whole, dragged down by widespread economic and political concerns. Markets seesawe...
7th Jan 2019
The Yield Curve: Economic Outlook for 2019
The yield curve gap has been a powerful and accurate predictor of recessions over the last 40 years. This month, we examine the recent movements in the yield curve and the implications of the shape of...
19th Dec 2018
Asian Japan markets review: Japan faces economic headwinds in 2019
Japan’s economy contracted at an annualised rate of 2.5% during the third quarter of 2018, compared with an earlier calculation of -1.2%. Activity was curtailed during the year by a series of natural...
18th Dec 2018
Global update: Deal or no deal … or no Brexit at all?
Months of Brexit speculation and uncertainty came to a head in November as the UK and the EU finally succeeded in reaching a Brexit deal.
7th Dec 2018
Asian Japan markets review: Natural disasters dampen Japan’s growth
Japan’s economy shrank during the three months to September, contracting at an annualised rate of 1.2%. Spending and export activity were hampered over the summer by a series of natural disasters.
Inflation picks up in Japan
as expected, the Bank of Japan kept its monetary policy unchanged in September, maintaining its short-term interest rate target at minus 0.1% and an annual target of around 80 trilli...
5th Oct 2018
Global update: EU rejects Chequers plan
he possibility of a hard Brexit came more sharply into focus during September as an EU summit in Salzburg rejected Prime Minister Theresa May’s Chequers plan. European Council (EC) President Don...
2nd Oct 2018
A new Prime Minister for Australia
The share prices of larger companies performed better than their medium-sized counterparts during August. Over the month as a whole, the Nikkei 225 Index rose by 1.4%, while the Topix I...
5th Sep 2018
Invesco | Japan - more of the same?
In this video, Head of Japanese Equities Paul Chesson discusses: his outlook for the Japanese economy, efforts taken to simulate the stubbornly low inflation rate, how US Government imposed trade tari...
28th Aug 2018
The Week: A bumper year for global dividends, but what about the UK?
The latest statistics from the Janus Henderson Global Dividend index show payouts improving across the globe, but the UK appears a notable laggard.
23rd Aug 2018
Global bond market review: Trade fears stoke bond yields
Global bond yields generally rose during July as escalating trade tensions undermined investors’ confidence. Nevertheless, despite concerns over the possible impact of the deepening trade wars, Federa...
14th Aug 2018
Asia Japan markets review: Trade fears dampen confidence
Concerns over the impact of trade wars is starting to affect confidence amongst Japanese companies, according to the Bank of Japan’s quarterly Tankan survey of business sentiment. O...
Global update: Deal or no deal?
Investors became increasingly preoccupied by the possibility of a “no-deal” Brexit during July as the UK’s Parliament broke up for the summer recess.
9th Aug 2018
Global bond market review: Rising demand for “safe havens”
Demand for investments perceived to be “safe havens” – such as US Treasury Bonds, the Japanese yen and the Swiss franc – was boosted during the month by concerns o...
16th Jul 2018
Asian Japan markets review: Asian economies vulnerable to trade tensions
Economic growth in Asian countries – particularly Singapore and Hong Kong – is still heavily reliant on merchandise exports, according to Moody’s Investors Service, and e...
11th Jun 2018
Global update: Trade wars on the horizon
Corporate news took a back seat during May as political developments directed investor sentiment. The possibility of an international trade war moved closer during the month as the US pres...
4th Jun 2018
Asian Japan markets review: Yen spikes in March
President Trump’s proposed trade tariffs on steel and aluminium knocked investor sentiment in Asia during March, amid fears of a trade war.
17th Apr 2018
Asian Japan market review: Asian markets weakened in February
Like many other major equity markets around the world, stock indices in Asia fell sharply during February amid speculation that US monetary policy might begin to tighten more quickly...
14th Mar 2018
What has driven stockmarket returns and what will drive them in future?
When we look back over the past three years, investors have earned remarkably similar returns in local currency terms in very different parts of the world.
UK, eurozone, Japanese and emerging marke...
19th Feb 2018
Asia Japan market review: The Nikkei 225 Index hits its highest level since 1991
Following the US’s rejection of the Trans-Pacific Partnership (TPP), the remaining 11 participants have agreed to sign a trade deal in Chile in March.
14th Feb 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: 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
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...
10th Jan 2018
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...
The Week: Gloom and gloomier
If the Chancellor’s Budget predictions for UK growth were not gloomy enough, the OECD made some even gloomier ones this week.
28th Nov 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
Global update: Inflation remains a conundrum
Global equity markets generally rose during July, underpinned by further evidence of economic strength. Despite further political upheaval in the US, the benchmark Dow Jones Industrial Average Index r...
3rd Aug 2017
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