UK equity income market review: Mining sector fuels Q2 dividend growth
The second quarter is an important one for UK equity income investors, as it accounts for one-third of total annual dividends. Underlying dividend growth rose at an annualised rate of 7.1% during the...
14th 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...
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...
Emerging markets review: No winners in a global trade war
During July, President Donald Trump imposed US$34 billion in tariffs on Chinese goods, prompting China to respond with US$34 billion of levies on US imports. The US announced plans to imp...
Europe market review: Junker and Trump discuss trade
As the US imposed controversial tariffs on Chinese imports – and China responded in kind – President Donald Trump met with European Commission President Jean-Claude Juncker. The two parties agreed to...
9th Aug 2018
US market review: Trade tariffs start to bite
Some US businesses have “scaled back or postponed” plans for capital spending amid mounting concern over the potential consequence of President Donald Trump’s controversial new trade tariffs. Accordin...
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.
Market briefings looking back at July
A selection of articles written by our expert investment writers, covering the markets looking back through July.
UK bond market review: Sterling wobbles in July
Gilt yields rose and gilt prices fell during July amid expectations that the Bank of England (BoE) would increase its key interest rate at the Monetary Policy Committee’s (MPC&rsquo...
UK equity market review: Brexit pressure builds
With less than eight months to go before the UK leaves the EU, the possibility of a “no-deal” Brexit became a hot topic during July. The Government was thrown into disarray ea...
Why Do Factor Returns Exist?
The reasons for the existence of factor premiums is hotly debated. Those in the mispricing camp believe that factor premiums exist because investors misprice stocks, while those in the risk-based camp...
11th Jul 2018
Tue, 2nd, Feb
Sign up to our Hub News E-Newsletter