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Targeting income and capital growth

Published by : M&G Investments

M&G Investments’ Steven Andrew considers 2016’s surprises and the outlook for 2017. Through understanding market sentiment and drivers of performance, opportunities can be discovered for growing capital.

Published: 17 February 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Reaction to the Bank of England Inflation Report

Published by : Hermes Investment Management

Neil Williams, Group Chief Economist, gives an overview of the Inflation Report as Carney explains what went wrong with the Bank of Englands initial forecast.

Published: 10 February 2017

Business Area: Markets

Type: Other

Brexit – has the fog lifted?

Published by : Hermes Investment Management

Politically, we could be choosing one of the worst times to negotiate an exit, & may have to compromise if we want to keep tariff-free trade. So, any tie-ups in future - with Europe or elsewhere - will probably come ‘with strings’

Published: 07 February 2017

Business Area: Markets

Type: Other

It’s the Year of the Rooster, but is there much to crow about?

Published by : Hermes Investment Management

With Chinese New Year now upon us, Gary Greenberg, Head of Emerging Markets at Hermes Investment Management, gives his views on China, and what lies ahead in the Year of the Rooster.

Published: 30 January 2017

Business Area: Investments

Type: Other

Trump era signals higher rates, volatility and opportunity

Published by : Eaton Vance

Eaton Vance’s Chief Income Investment Officer, Payson F. Swaffield, comments on the financial implications of Trump’s incoming presidency. While the election sparked an equity rally, boosted interest rates and inflation expectations, the real outcomes could be less positive due to volatile rates.

Published: 19 January 2017

Business Area: Markets

Type: Portable Document Format (.pdf)

Rating: 1 people found this useful

Market View: Pausing for breath...

Published by : Sarasin & Partners

While the two big populist votes of 2016 have had minimal immediate consequences on equity markets, is this likely to continue? In this article, CIO Guy Monson discusses the fragmenting of the global economy, today’s benign equity volatility, and the three key challenges that concern us for 2017.

Published: 16 January 2017

Business Area: Investments

Type: Portable Document Format (.pdf)

US retail sales: online sellers poised to dominate

Published by : Columbia Threadneedle Investments

Whatever happens this holiday season, the main trends in the retail industry are likely to continue. The ‘Amazonification’ of retail is here to stay. The trick for brands and retailers alike is to ensure that they are able to adapt and move in line with consumers’ changing habits. It’s always a

Published: 22 December 2016

Business Area: Markets

Type: Portable Document Format (.pdf)

No more safe havens?

Published by : Aviva Investors

As political risk increases, find out why investors may need to re-think the concept of safe haven.

Published: 07 November 2016

Business Area: Markets

Type: Portable Document Format (.pdf)

Global trends driving financial markets

Published by : Aviva Investors

Explore some of the key investment themes that we anticipate will exert a critical influence over financial markets for the foreseeable future. They will also be key in determining how we invest our clients’ money.

Published: 07 November 2016

Business Area: Markets

Type: Portable Document Format (.pdf)

A new world of disorder

Published by : Aviva Investors

Political risk appears to be increasing in the developed world, a development that calls for a new approach by investors.

Published: 07 November 2016

Business Area: Markets

Type: Portable Document Format (.pdf)