The Week: A new broom at the White House
Joe Biden takes on a raft of seemingly intractable problems when he takes office this week, but the buoyant US stock market hasn’t been one of them.
20th Jan 2021
The Week: Will the SFDR change the world?
A new raft of EU disclosure requirements on sustainability are in the offing. What are the implications for investors?
13th Jan 2021
The Week: Muted reaction to eleventh-hour Brexit deal
After considerable wrangling, the UK and EU have finally agreed a deal. Why aren’t financial markets more excited?
6th Jan 2021
The Week: The investment lessons we learned in 2020
2020 was a difficult year, but investors shouldn’t waste the opportunity to learn from it. A crisis may be painful, but it can help create better investors.
16th Dec 2020
The Week: Deal or no deal, the UK’s unpopularity could continue
The UK market is hugely out of favour, but some resolution to the Brexit situation – be that deal or no deal – see UK assets find favour once again?
10th Dec 2020
The Week: Could 2021 be a better year for equity income?
After a horrible year, can investors be more optimistic about the prospects for equity income next year? It depends.
3rd Dec 2020
The Week: Can Britain bounce back?
As Chancellor Sunak gives a depressing view of the UK economy in his Spending Review, tax rises appear inevitable.
26th Nov 2020
The Week: China’s century
Between the Covid-19 outbreak and the trade war, it looked like tough times ahead for China. The reality has been very different.
18th Nov 2020
The Week: Vaccine fever
The prospect of a vaccine has ignited stock markets, but will it really be the panacea that investors expect?
12th Nov 2020
The Week: Not red to blue, but West to East
The US election could go either way, but neither candidate looks set to check the growing power of Asia.
4th Nov 2020
The Week: Is fund management failing on diversity?
Two surveys have shown that fund managers may only be talking the talk on diversity, but as fund selectors get serious on the issue, they may have to act fast.
28th Oct 2020
The Week: How should investors play the recovery?
With cases rising, economic recovery looks some way off, but investors should prepare for a best-case scenario as well as a worst-case scenario.
21st Oct 2020
The Week: Living with uncertainty
Uncertainty has become a fact of life in recent years. The IMF’s recent assessment of the state of the global economy makes things little clearer.
14th Oct 2020
The Week: UK equity income: is there any hope?
The UK Equity income sector has been a tough place over the last five years. Is there any hope ahead for beleaguered investors?
7th Oct 2020
The Week: Tough times for Uncle Sam
The upcoming election has showed US democracy in an unflattering light: there are tough times ahead for the land of stars and stripes.
1st Oct 2020
The Week: How is China faring in the wake of the Covid-19 outbreak?
Predictions for the demise of China may have been exaggerated. There are signs it is recovering fast.
23rd Sep 2020
The Week: Will a vaccine change the game?
Stock markets appear to be defying gravity. They have continued to rise in the face of some grim economic news. This begs the question of what they would do in the face of really good news: a vaccine,...
17th Sep 2020
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
The Week: Is commercial property the elephant in you
Fund managers are seldom the first to predict the long-term decline of their asset class, but surely commercial property managers are looking to the future with some trepidation?
2nd Sep 2020
The Week: Global dividends: a port in a storm?
Have global dividends been hit as hard as UK dividends? The Janus Henderson Global Dividend index shows some markets are yet to see an impact.
26th Aug 2020
The Week: A last hurrah for growth stocks
The value of Apple hit $2trillion this week after a significant rise in its share price over the last three months.
20th Aug 2020
The Week: Grim reading on UK data
The UK’s economic output slumped in the second quarter – and the future’s not looking too bright either.
12th Aug 2020
The Week: Will Covid-19 end US market dominance?
US markets have outperformed for a decade, but can this continue in the face of a woeful Covid-19 response and political uncertainty?
5th Aug 2020
The Week: Are investors too late on gold?
Gold may be an imperfect hedge for volatile markets, but when it works, it really works. The problem is that when interest in gold spikes, it tends to mark the end of its bull run – are investors too...
29th Jul 2020
The Week: UK dividends – reasons to be cheerful?
It’s been a torrid time for UK income investors, but there may be reasons for cheer amid the gloom.
23rd Jul 2020
The Week: Have active managers shown their worth?
Active managers should thrive in a crisis. While passive managers can only watch, active managers can get busy. But have they delivered?
16th Jul 2020
The Week: The Summer Statement: will it work?
Chancellor Rishi Sunak has encouraged a summer of spending to revive the UK’s flagging economy, but can it be saved?
8th Jul 2020
The Week: The potential problems of the ‘lone wolf’ asset manager
Even the best fund manager needs checks and balances to prevent serious mistakes.
2nd Jul 2020
The Week: Has the UK stock market gone low enough?
The UK is still an important weighting in many investor portfolios, but it’s been a dismal performer. Is that about to change?
25th Jun 2020
The Week: The resilience of Asian dividends
With UK dividends under considerable pressure, have Asian companies continued to deliver payouts to shareholders?
17th Jun 2020
The Week: A ‘dash for trash’ or a value rally?
It’s been a better time for value stocks, but markets have been here before. Can their recent strength endure?
10th Jun 2020
The Week: Have markets moved too far, too fast?
Markets have seen one of the quickest rebounds in history, to the extent that investors are starting to wonder whether they might have gone too far.
3rd Jun 2020
The Week: Does size really matter?
Size has provided little protection in the recent market rout. The appeal of large caps has historically been their defensiveness and their dividend payments, but does this still stand?
28th May 2020
The Week: Does value investing still have a place in your portfolio?
It’s been a rough time for value managers. Has quantitative easing killed off value as a strategy? Or can it stage a comeback?
21st May 2020
The Week: China: the longer-term consequences of Covid-19
China may be seeing an economic bounce-back, but there may yet be economic consequences from the Covid-19 pandemic as the US sharpens its claws.
14th May 2020
The Week: Dividend cuts become the norm
Shell became the latest company to cut its dividend last week. Can investors rely on dividends returning?
6th May 2020
The Week: Will the low oil price dent the prospects for renewables?
The oil price has slumped. This brings problems for oil majors, the shale industry and various others, but could it also create difficulties for the renewables sector?
29th Apr 2020
The Week: Oil price shock: the implications
The pandemic has already disrupted equity and bond markets, but now its influence is spreading to commodities markets and notably to the price of oil. What are the implications of rock bottom oil pric...
23rd Apr 2020
The Week: Corporate bond bargains?
“The best value investment grade market I have seen” - corporate bond managers say they are finding bargains. Should advisers be taking note?
16th Apr 2020
The Week: Is this a dead cat bounce?
The recent performance from stock markets has given investors some cause for cheer amid the general gloom. However, could this be a dead cat bounce rather than a genuine cause for optimism?
8th Apr 2020
The Week: Are we going bust?
Government bailouts look set to explode already stretched deficits. While necessary in the short-term, what may be the longer-term consequences?
2nd Apr 2020
The Week: What does it cost to support markets? $2 trillion
The US emergency fiscal stimulus package has finally passed and markets are grateful, but could it create long-term problems?
26th Mar 2020
The Week: Bye-bye the ‘V’ shaped recovery; hello the ‘L’ shape
A V-shaped recovery now looks vanishingly unlikely, but could any good come of the financial market meltdown?
19th Mar 2020
The Week: What markets really, really want...
Markets have their fiscal and monetary stimulus, but still they’re not happy. What would it take to improve market sentiment?
12th Mar 2020
The Week: Federal Reserve: not enough or too much?
The Federal Reserve surprised markets by announcing a 50bps interest rate cut in an attempt to calm market nerves. The move hit a bum note, prompting a further sell-off in the equity market.
5th Mar 2020
The Week: Only flu? Assessing the impact of the Corona virus
It’s been a torrid week for the financial markets, as investors assess the potential impact of the Coronavirus.
26th Feb 2020
The Week: Merger mania?
Consolidation has been considered a solution to the pressures on the active management industry, but it is not an end in itself.
19th Feb 2020
The Week: The UK continues its unloved status
As Valentine’s Day approaches, the UK still can’t find many suitors. The post-election bounce has ebbed and investors are looking at the Brexit negotiations with trepidation.
12th Feb 2020
The Week: Returns in short supply
It’s been a torrid time for short-sellers of Elon Musk’s Tesla as the company has beaten expectations on profits. Does it challenge the concept of short-selling?
5th Feb 2020
The Week: The FCA’s new value assessments are soon to be released
The FCA’s new value assessments are soon to be released. But will they do any good?
30th Jan 2020
The Week: Is China’s growth assured?
This week saw the widely-awaited trade deal struck between the US and China.
23rd Jan 2020
The Week: Fink’s greener future needs governments to play ball
Larry Fink this week committed BlackRock to a greener future. He should have words with the UK government.
15th Jan 2020
The Week: The rise and rise of indexation
As index funds smash records, their influence on pricing in global stock markets is increasing. Can active managers put up a credible defense?
8th Jan 2020
The Week: Back to the races? The Conservative election victory
Markets celebrated the Conservative victory, but have they been premature?
18th Dec 2019
The Week: Better times for the UK market?
With the election looming, the UK markets appear to be pricing in a Conservative victory and fund managers are increasingly optimistic, but is there enthusiasm misplaced?
11th Dec 2019
The Week: Risk on: 2019 was a bumper year
Against expectations, 2019 has proved a year in which it was tough not to make money. The rising tide of central bank policy floated all boats.
4th Dec 2019
The Week: ESG - a generational change for investment managers
If there has been a defining issue for the fund management industry in 2019, it is ESG.
27th Nov 2019
The Week: What next for equity income?
After recent weak performance, equity income’s position at the heart of a UK portfolio is under threat.
20th Nov 2019
The Week: When is a safe haven not a safe haven?
Is it time to rethink what constitutes a ‘safe haven’ in the current market environment?
13th Nov 2019
The Week: General Election 2019: the unpalatable economic choice ahead
As a General Election looms, voters face an uncomfortable choice.
6th Nov 2019
The Week: The future of fund management
ESG may be the saviour of active management, but it’s place in the retail funds industry is still in flux.
30th Oct 2019
The Week: Brexit deal 2.0: the deal that business needs?
A Brexit deal has passed the House of Commons: does this provide much needed certainty for UK businesses?
23rd Oct 2019
The Week: Woodford’s legacy for active management
The demise of Woodford Investment Management is a blow for the whole active industry.
16th Oct 2019
The Week: As trade talks resume, how optimistic should we be about the prospects for a deal?
As trade talks resume, how optimistic should we be about the prospects for a deal?
9th 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
The Week: Is stockpicking enough in a populist era?
Fund managers are fond of emphasising that they focus on stockpicking rather than troubling themselves with the broader macroeconomic landscape.
25th Sep 2019
The Week: Why is the Bank of England not easing?
While the ECB and Federal Reserve are loosening monetary policy, the UK is holding out. Why?
18th Sep 2019
The Week: Is the elastic about to snap?
The dominance of large growth stocks over unloved value names has proved the John Maynard Keynes adage that markets can stay irrational longer than investors can stay solvent.
11th Sep 2019
The Week: All eyes on UK Parliament
While other things certainly happened this week - sliding global manufacturing, a crisis in Argentina - all eyes were on the UK parliament.
The Chancellor Sajid Javid declared an ‘en...
5th Sep 2019
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...
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.
22nd 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?
15th 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?
8th 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?
1st Aug 2019
The Week: The new PM and UK assets
This week saw Boris Johnson anointed as UK Prime Minister.
25th Jul 2019
The Week: China GDP: time to panic?
There was much hand-wringing this week as China announced the slowest growth in almost 30 years. Should investors be worried?
18th Jul 2019
The Week: All change at the head of Europe’s institutions
The UK is not the only place undergoing a change of leadership. Europe is in the process of appointing new heads for the European Commission and European Central Bank.
11th Jul 2019
The Week: Inflated expectations
Investor expectations have been dialled up by market returns in recent years. Advisers will need to talk them down.
4th Jul 2019
The Week: Monetary easing resumes: will markets be impressed?
It is deja vu all over again. This week, central banks have hinted at further rate cuts, but is monetary easing losing its potency?
27th Jun 2019
The Week: The platform duty of care
The Woodford problems have raised a number of problems, not least the relationship between platforms and their execution-only clients.
20th Jun 2019
The Week: Is Woodford a victim?
Amid the clamour, there are a number of quieter voices suggesting that Neil Woodford has been poorly treated. If investors had only been willing to be more patient, they argue, it would have come righ...
13th Jun 2019
The Week: Woodford: bad for him, bad for the industry
Many column inches have already been devoted to the Neil Woodford saga, but make no mistake, it is vitally important for investors to take some lessons from the downfall of ‘the greatest investor of h...
6th 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
The Week: Can the US retain its innovation crown?
The long-term outperformance of the US stock market has many possible explanations.
16th May 2019
The Week: Wobbly markets
Markets have been wobbly this week as the China/US truce appeared to be in jeopardy.
9th May 2019
The Week: Addressing intergenerational unfairness
The House of Lords and FCA are both looking at ways to address financial disparity between generations. Financial advisers may need to take note.
2nd May 2019
The Week: Is the hedge fund dead?
A few years ago, investors were happy to pay 2% a year, plus a 20% performance fee for access to the top talent in the hedge fund industry.
25th Apr 2019
The Week: Lessons from the Neil Woodford experience
Do Neil Woodford's troubles at Woodford Investment Management hold any lessons for investors?
18th Apr 2019
The Week: Why do we still group funds by geography?
In a globalised age, why do we persist in grouping funds by geography?
11th Apr 2019
The Week: Better times ahead for UK mid-caps
Yesterday’s vote in Parliament came as close as reasonably possible to preventing a ‘no deal’ Brexit scenario. Of course, in the absence of other options, there may still be an accidental ‘no deal’, b...
4th 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
The Week: ‘Feemageddon’ warning for asset managers
Today’s headlines warned of a ‘feemageddon’ for asset managers, as a new report showed fees on US equity funds fell to a new record low last year.
21st Mar 2019
The Week: Brexit, no Brexit
Whatever side you’re on, Brexit means higher costs for asset managers, which means more consolidation
14th Mar 2019
The Week: Women and wealth
There is a huge opportunity for fund managers who can shrink the gender gap, with women increasingly controlling household wealth.
7th Mar 2019
The Week: Markets rebound; but why?
Markets re-found their footing this week with European stock markets hitting a three month high.
14th Feb 2019
The Week: Investor nerves over commercial property funds
Commercial property funds have caught the eye of the regulator again, after nervous investors withdrew £315m from the sector in December. The FCA has asked for daily updates from the funds over fears...
7th Feb 2019
The Week: Does the future belong to India rather than China?
Martin Wolf wrote in this week’s Financial Times that ‘the future might not belong to China’. Is he right?
31st Jan 2019
The Week: UK dividends hit new highs
With the yield on UK shares at a level not seen since the depths of the financial crisis, are investors missing a barg
24th Jan 2019
The Week: Is Brexit in the price?
Markets were stable in the face of political turmoil in the UK this week. Does this suggest that Brexit - in all its forms - is in the price?
17th Jan 2019
The Week: Big trouble in little China
Things are looking increasingly gloomy in China. Should investors be worried about the year ahead?
3rd Jan 2019
The Week: Reasons to be cheerful 2019
2018 hasn’t been a classic year in markets, here are a number of reasons why investors can look forward to 2019 with more enthusiasm.
20th Dec 2018
The Week: Is value back for good?
It is almost a decade since value investing was in the ascendancy, yet the past couple of months have seen a snap-back for the strategy. Can it last?
6th Dec 2018
The Week: Santa rally ahead?
It’s a festive tradition to discuss the prospects for a ‘Santa rally’ – will markets deliver this year?
A Santa rally has happened 84% of the time...
29th Nov 2018
The Week: The value of dividends in a difficult climate
Stock markets may be bouncing around, but it looks like a good year ahead for income seekers as Janus Henderson forecasts record dividends in 2019.
22nd Nov 2018
The Week: Deal, but no cigar
We have a deal on Brexit, but it appears to have resolved little about the future EU/UK relationship. It’s likely to be business as usual for UK assets
15th Nov 2018
The Week: US Midterms - a check on Trump's power
Trump’s unique brand of rhetoric failed to chime with voters in the mid-terms – what does it mean for investors?
Markets have rallied since the mid-term elections...
8th Nov 2018
The Week: Why was the budget so boring?
The 2018 Budget was boring, even by the standard of recent budgets, but the constraints of Brexit make it difficult to implement any radical ideas
1st Nov 2018
The Week: Has the US economic miracle come to an end?
The volatility in markets this week appears to have been caused by a belief that the US economic miracle is about to come to an end. Trump only has himself to blame
25th Oct 2018
The Week: Tough times for UK equities
After a difficult run for UK equities, investors need to believe that neither a Labour Government nor a no deal Brexit is a possibility.
A combination of a no-deal Brexit and a Labour government...
18th Oct 2018
The Week: Wobbly times
Stock markets have started to wobble. A sell-off in Asia has spread across the globe. Having been talked about for months, is the sell-off finally here?
The catalysts for the sel...
11th Oct 2018
The Week: A decade on from the financial crisis, how do the banks look today?
On a total return basis, the FTSE All Share is up 139% over the last decade to end September. In contrast, the FTSE All Share Banks Index is down -6%
Banks account for 11.9% of the FTSE 100, 12.2...
4th Oct 2018
The Week: The Fed tightens rates, but do money markets share its optimism?
As the Fed hikes rates once again, and predicts more rises this year and next, the yield curve continues to flatten.
27th Sep 2018
The Week: As the China/US trade war escalates, what will bring it to an end?
The US/China trade war accelerated again this week.
20th Sep 2018
The Week: The pace of change
A messy week in the retail sector should remind investors that structural change is a prolonged and difficult process.
13th Sep 2018
The Week: What does good diversification look like?
Diversification used to be easy. Investors just had to mix equities and bonds. Not so today, as the influence of passive funds and monetary policy weighs on markets.
6th Sep 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
The Week: Turkey: an idiosyncratic problem or a threat to wider emerging markets?
Turkey has seen a temporary resolution to its current crisis with the injection of $15bn of Qatari cash, but it is still in crisis
16th Aug 2018
The Week: Is Musk going private? The implications for public markets
Elon Musk has said he is considering taking Tesla private. Does this say something about the constraints investors are placing on company management?
9th Aug 2018
The Week: False hope on UK assets
While international fund managers seemed to give the UK market a tentative thumbs up, it is not a ringing endorsement.
25th Jul 2018
The Week: Inflation statistics: another gloomy sign?
This month’s inflation data undershot. Another reason to be gloomy about the UK’s prospects?
19th Jul 2018
The Week: The US: how long can the party last?
The US market has been labelled over-valued, over-concentrated and over-indebted, but still it continues to rise. What might disrupt its trajectory?
12th Jul 2018
The Week: Will the World Cup boost Russian growth?
Does hosting a major sporting event boost economic growth?
4th Jul 2018
The Week: Talking bulls
The US bull market is on course to be the longest in history, but that inevitably means it is closer to the end that the beginning.
The US bull market has just 53 days left to beat the longest...
28th Jun 2018
The Week: The £100bn opportunity for asset managers
While fund managers scout around for the next big thing, the real answer to increased flows may be right in front of their noses.
21st Jun 2018
The Week: Why are global investors moving back to the US?
Valuations are expensive, there’s an unpredictable egoist in charge of the economy and stock market growth has been heavily geared to a number of companies whose moral position now looks dangerously i...
14th Jun 2018
The Week: Is the recent emerging market decline terminal?
Emerging markets have suffered over the past few months, as the Dollar has strengthened and US bond yields have risen.
7th Jun 2018
The Week: La Dolce Vita?
Markets have been soothed by Italy’s apparently successful bond auction. Are they too quick to revert to business as usual?
31st May 2018
The Week: Is there any hope for the High Street?
t was another grim week for the UK high street. M&S looks set to tumble out of the FTSE 100 as it announced falling profits.
24th May 2018
The Week: Curtains for emerging markets?
Emerging markets currencies and government bonds have seen an uncomfortable sell-off in recent weeks. Will it endure?
17th May 2018
The Week: Is disappointing Eurozone economic data a one-off?
Slowing growth, weak retail sales, declining industrial production. No, it’s not the UK, but the Eurozone, which, until recently was the darling of the global economy.
10th May 2018
The Week: Is the market peak behind us?
At the recent Jupiter annual dinner, two fund managers debated whether the markets peaked on 26 January.
26th Apr 2018
The Week: Is there value in UK assets?
Global investors shun the UK, while canny corporate buyers are taking an interest. Who is right?
19th Apr 2018
Are markets right to be spooked?
As market volatility increases on the back of mounting geopolitical tensions, can this be dismissed as ‘short term noise’ – or is there more at work?
Geopolitical tension has s...
12th Apr 2018
The Week: Is a trade war really ‘easy to win’ for the US?
Who wins in a trade war? Donald Trump believes that trade wars are ‘easy to win’, but what does winning look like?
5th Apr 2018
The Week: The first signs of Spring for the UK economy?
What a difference a week makes. From gloomy, snowy backwater, the UK is suddenly showing the first signs of Spring, with inflation down, a Brexit transition deal sorted and a small recovery in the pou...
22nd Mar 2018
The Week: Time to relax?
Markets appear on a surer footing following the volatility at the start of the year, but can it last?
15th Mar 2018
The Week: Gender diversity – much more carrot than stick
It’s International Women’s Day, which will undoubtedly be accompanied with much hand-wringing about the gender pay gap, poor pension provision for women and the lack of workplace diversity.
8th Mar 2018
The Week: Should investors be worried about an M&A bubble?
US cable operator Comcast has announced a £22.1bn bid for Sky, potentially thwarting a planned takeover by 21st Century Fox. At the same time, Warren Buffett has said cheap debt is fuelling a &l...
27th Feb 2018
The Week: The big data revolution in active management
This week, the Financial Times reported that BlackRock was setting up a new lab in Silicon Valley, specialising in artificial intelligence.
22nd Feb 2018
The Week: An alternative perspective on the bond market?
The economy is rolling and it’s all bad news for the bond markets, right? But is there an alternative view?
13th Feb 2018
The Week: Value stocks tick higher - another dead cat bounce?
These have not been good years to be a value manager.
1st Feb 2018
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
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
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
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
The Week: Farewell to all that
2017 is drawing to a close. Was it a classic for investors?
21st Dec 2017
The Week: Everything is rosy in the economic outlook, so why don’t we feel happier?
In such a good environment, investors are surprisingly gloomy. Is it time for some Christmas jollity?
7th Dec 2017
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
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.
7th Sep 2017
The Week: How to explain the mismatch between economic growth and labour market statistics?
We currently have a situation where the labour market and GDP growth statistics are telling a different story.
24th Aug 2017
The Week: Valuations - might it be different this time?
Investors have been fretting about valuations for some time, and the recent wobbles in markets seem to endorse the fragility of current equity pricing.
Stock markets look increasingly overvalued...
17th Aug 2017
The Week: Uncool Britannia
The UK is in the grip of a crisis with a political vacuum and weakening economic data. But is it really as bad as the headlines suggest?
Manufacturing is providing a chink of light
10th Aug 2017
The Week: This year’s ‘Spot the Dog’
It’s fair to say that Bestinvest’s ‘Spot the Dog’ list is not popular with fund management groups.
1st Aug 2017
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