Neil Woodford, the UK equity star manager, has said he believes the United Kingdom’s economy would not be adversely impacted by leaving the European Union, with temporary currency weakness is the only real issue.
Investors are turning more cautious in the face of the turmoil in the financial markets this year, according to the latest Bank of America Merrill Lynch (BAML) Fund Manager Survey, with average cash balances up at their highest weighting since November 2001.
Unlike most asset classes, which have started 2016 in much the same way they left off in 2015, gold has seen a significant reversal.
The performance of the dollar has been one of the mainstays of global markets over the course of the past 18 months – but things are likely to be more nuanced this year
The news over the weekend that the sanctions against Iran have been lifted took very few people by surprise, but the confirmation that the country is back among the global oil-producing fold does bode ill for prices.
Delaying the implementation of Mifid II until January 2018 still might not give enough time for the European Securities and Markets Authority (Esma), national regulators, and market participants to make the necessary IT changes, says Esma chair Steven Maijoor.
There will be no end to the inequality crisis until world leaders end the era of tax havens, once and for all, according to a report from charity Oxfam.
The downward trend that has taken hold in most equity markets during the past couple of months hasn’t led to a deteriorating investment sentiment, according to a poll conducted by NN Investment Parners among a group of institutional investors.
JP Morgan Asset Management’s head of European funds Massimo Greco shares his insights on fees, Mifid II and the importance of stability in Europe.
The news that Brent Crude oil slipped below $35 a barrel for the first time since 2004 on Wednesday should come as little surprise.
I’ve lost count of the number investors who described themselves as “cautiously optimistic” in 2015, but going into 2016 maybe we should drop the caution entirely (or at least tone it down a bit).
As the year draws to a close, it’s time to scrutinise the forecasting capabilities of asset managers and fund selectors. Did their favourite asset classes at the end of last year indeed deliver the best performance, or did asset allocators fail hopelessly? In the first part of a two-piece series, we look at their equity…
