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December 2, 2015 - Latest:

Europe is facing a ‘winter of discontent’

1 December 2015

David Roberts, head of fixed income at Kames Capital, looks at why the eurozone is facing its bleak midwinter… I am writing this on 30 November, my birthday and the [...]

China’s currency attains global reserve status from IMF. Inflows of $600bn predicted in five years

1 December 2015

The International Monetary Fund has designated China as a global reserve currency. AXA Investment Managers analysis suggests the move should attract $600bn worth of investment into China in the next [...]

UK banks pass stress test

1 December 2015

Royal Bank of Scotland and Standard Chartered have been highlighted as the weakest in a stress-test of Britain’s largest lenders. It is the second year the Bank of England has [...]

Will there be a Santa rally this year? The stats say December is the kindest month for investors

30 November 2015

The mysterious Santa Rally effect means that December is historically the best month for the UK stock market, making a positive return 86% of the time according to research by [...]

Pensioners saving a staggering £48.7bn a year but could hurt the UK economy if the money sits in cash accounts

30 November 2015

Pensioners are continuing to save large amounts of money but often in low-interest paying current accounts prompting fears it could hurt the UK economy according to a new report. The [...]

Global market outlook: “Battling the headwinds”

26 November 2015

While markets have rallied very strongly from the August correction, the nature of the rally appears to be different from previous rallies. David Jane, co-manager of Miton’s multi-asset fund range [...]

Autumn Statement: “Chancellor defiant in implementing austerity”

26 November 2015

Schroders’ senior European economist, Azad Zangana, examines the implications of George Osborne’s Autumn Statement and Spending Review… Still bruised from his recent defeat on tax credits reforms, Chancellor George Osborne, delivered [...]

Boost to public finances helps Osborne pay for tax credit climbdown

25 November 2015

The Chancellor was given increased room for manoeuvre in his Autumn Spending Review as a result of a £27bn improvement in the public finances, thanks to higher tax receipts and [...]

Chancellor scraps plans to cut tax credits in major u-turn

25 November 2015

The Chancellor has u-turned on deeply unpopular plans to cut tax credits which had been expected to raise £4.4bn in his Autumn Spending Review. George Osborne said that as a [...]

Which economic indicators can you trust?

24 November 2015

 Margaret Lawson, manager of SVM UK Growth looks at which economic indicators investors should trust, and which are unreliable… A lack of clarity on global growth and the US Fed’s [...]

Disappointing borrowing figures show more cuts are needed, says taxpayers’ group

20 November 2015

The Taxpayer’s Alliance has hit out at the government’s increased borrowing figures, stating the need for ‘considerable’ cuts to be made in next week’s Autumn Statement.   Official figures show [...]

HBOS report recommends investigation of failed bank’s top executives

19 November 2015

A damning review into why high street bank HBOS collapsed has concluded that the ultimate responsibility for the failure rests with its board and senior management. On Thursday the Prudential [...]

Young Britons on track to have less wealth at each point in their life than earlier generations

19 November 2015

Young Britons are on course to have less wealth at each point in life than earlier generations did at the same age – unless the rate at which they are [...]

US Federal Reserve hints at December interest rate hike

19 November 2015

In the wake of the better economic backdrop the US central bank has indicated that it is gearing up to push interest rates higher in December. The minutes of the [...]

Investors need to be “Fed ready” ahead of the US central bank’s next meeting warns wealth manager

16 November 2015

Global investors must ensure they are “Fed-ready” before mid December, when the US central bank next meets, the boss of independent financial advice group has urged. The market now expects [...]

Expert comment: Are energy stocks set to rebound?

16 November 2015

We have written extensively about the new energy industry writes David Jane, co-manager of Miton’s multi-asset fund range… This week, we consider the merits of the established major oil companies [...]

Japan’s economy slumps back into recession territory

16 November 2015

Preliminary estimates show that Japan’s economy contracted by 0.8% on an annualised basis in the three months to the end of September. Growth slumped by 0.2% in the third quarter [...]

Housing market is ‘broken’ and interest rates won’t rise soon, says Bank economist

13 November 2015

Britain’s housing market is ‘broken’ and interest rates are not going to increase soon and robots will take 15 million jobs.   This is the grim assessment of the UK [...]

Why investors shouldn’t worry about an interest rate rise

13 November 2015

Investors should stop worrying about a potential rate rise and instead focus on stock selection.   Mark Wharrier, co-manager of the BlackRock UK Income fund, said stock selection was more [...]

Jobless total falls to seven-year low

11 November 2015

Unemployment dropped to a seven-year low of 5.3% in the thr three months to September. The jobless rate was at its lowest since 2008, according to the Office for National [...]

Nearly a third of UK investors have changed strategy as a result of upcoming vote on European Union membership

10 November 2015

Almost a third, at 31%, of UK personal investors have changed their investment behaviour or are planning to do so in the run up to Britain’s referendum on European Union [...]

David Cameron: No second referendum if Britain votes to leave the EU

10 November 2015

Prime Minister David Cameron has ruled out the potential for a second EU referendum if Britain votes to leave the union. On Thursday the PM, put forward his targets for [...]

Expert comment: “Sentiment turning positive towards emerging markets”

10 November 2015

Improving investor sentiment, lack of supply and favourable technical factors are creating selective opportunities in emerging market debt and equity according to Luca Paolini, Chief Strategist at Pictet Asset Management. [...]

OECD pares back global growth expectations on the back of “deeply concerning” slowdown

9 November 2015

The Organisation for Economic Co-operation and Development (OECD) has warned that a further sharp downturn in emerging market economies and world trade has weakened global growth to around 2.9% this [...]

UK economy “resilient despite turbulence” says business lobby, the CBI

9 November 2015

The UK economy “remains resilient in the face of wider fears for global growth”, the Confederation of British Industry (CBI) said today, as it unveiled its latest quarterly economic forecast. The business lobby [...]

US jobs numbers surge and rate rises draws nearer

6 November 2015

A huge leap in the number of jobs created in the US in the past month means an interest rate rise could be on the way soon.   The number [...]

Bank won’t increase interest rates to stem house price rises

6 November 2015

The Bank of England has said it would not increase interest rates to stem house price rises as the rest of the economy would be hit too hard.   Bank [...]

Bank of England “to continue treading with caution‏”

5 November 2015

Anna Stupnytska, global economist at Fidelity International, comments on today’s Bank of England inflation report…  The Bank of England turned increasingly dovish on Thursday’s meeting relative to its stance at [...]

Economic recovery in Europe expected to continue at “a moderate pace” in 2016

5 November 2015

The economic recovery in the eurozone and the European Union should continue “at a modest pace next year” despite more challenging conditions in the global economy according to the EU. [...]

Bank of England votes 8 to 1 again to keep interest rates at historic low of 0.5%

5 November 2015

The Bank of England’s Monetary Policy Committee (MPC) has voted 8 to 1 yet again to keep interest rates at their record low of 0.5% for another month. It however [...]

How to navigate the fog of economic data

3 November 2015

Rowan Dartington Signature’s Guy Stephens looks at data that really matter for markets in the West… This week and last week are presenting us with of a lot of important [...]

Investors turn to risky assets as central banks push the limits of monetary policy

3 November 2015

BlackRock’s Russ Koesterich looks at how global markets are responding to central bank tactics… With the possibility of a December hike in US interest rates back on the table, bond [...]

London housing market in serious “bubble-risk territory” warns UBS

2 November 2015

Swiss banking giant UBS has warned that London’s housing market is in serious bubble territory given that “price-to-income and price-to-rent ratios have reached all-time highs”. In its Global Real Estate [...]

M&G’s five scary graphs for Hallowe’en

30 October 2015

M&G and proudly present the scariest charts on the global economy. Some will make you laugh, some will make you cry. You will be amazed, you will be enchanted, [...]

China may need to change more than the one child policy to boost birth rate

30 October 2015

Simply removing the one child policy may not be enough and China may need to develop better welfare and education policies argues fund firm Schroders. Craig Botham, Emerging Markets Economist, [...]

“Will the end of China’s one-child policy spark a demographic boom?”

29 October 2015

Craig Botham, emerging markets economist at Schroders looks at the impact of Thursday’ announcement that the Chinese government will end its one-child policy and questions whether this will lead to any demographic changes… The [...]

Ashmore’s Jan Dehn: Four important developments in China

29 October 2015

Jan Dehn, head of research at Ashmore, examines how there have been four important developments in the world’s second largest economy… Four important developments have taken place in China. Firstly, [...]

Expert comment: US Federal Reserve meeting and the bond market implications

29 October 2015

Nick Gartside, chief investment officer, fixed income at JP Morgan Asset Management, reacts to yesterday’s US Federal Reserve meeting and the bond market implications…  The Fed slightly altered the language [...]

Government’s stake in Lloyds Banking Group falls below 10%

29 October 2015

The government has sold-off a further 1% of its stake in Lloyds Banking Group through its trading plan reducing its shareholding to below 10%. The total raised to date from [...]

US Federal Reserve sits tight on interest rates as markets now wait for possible December hike

29 October 2015

The US Federal Reserve has held off hiking interest rates at its latest meeting. As widely expected, the Federal Open Market Committee, has kept short-term interest rates at their historic [...]

Which way will US, China and Japan move on rates and QE?

27 October 2015

Charlie Diebel, global head of rates at Aviva Investors, looks at what lies ahead in this week’s Federal Reserve and Bank of Japan central bank policy meetings… The US Federal [...]

David Cameron announces measures to tackle the pay gap between men and women

26 October 2015

Prime Minister David Cameron and Women and Equalities Minister Nicky Morgan have announced new measures to eradicate gender inequality in the work place. Under the plans, the government is pledging [...]

Rate cut shows China facing up to pressure on the real economy

23 October 2015

The cut in Chinese interest rates may indicate the Chinese government accepts its economy is facing more challenges than third quarter growth figures might suggest says Xiaoyu Liu, fund manager, [...]

Universities failing to disclose vital course and fees information to students says consumer group Which?

23 October 2015

Three quarters of university websites surveyed by consumer group Which? are failing to provide vital information about courses and fees to prospective students potentially putting them in breach of consumer [...]

Draghi’s QE announcement – the expert views

23 October 2015

Mario Draghi, the president of the European Central Bank has stunned markets by signalling that he may boost quantitative easing and cut record low interest rates as the embattled Eurozone [...]

European Central Bank to re-examine its €1.1 trillion quantitative easing strategy in December

22 October 2015

The European Central Bank (ECB) said it was going to re-assess its €1.1 trillion quantitative easing (QE) at its December meeting on Thursday. Anthony Doyle, investment director on the M&G [...]

Britain must protect itself from economic and financial shocks in Europe warns Bank of England boss Carney

22 October 2015

Bank of England governor Mark Carney has warned that increased openness with the European Union makes the UK more vulnerable to economic and financial shocks from the continent. In a [...]

China can’t be blamed for distorting the global commodity market

20 October 2015

Rowan Dartington Signature’s Guy Stephens says it is wrong to blame China for the adjustment in commodity prices and pain for the industry. “And so there we have it, quarterly [...]

China’s slowing economy: The real story behind the figures

19 October 2015

Douglas Turnbull, head of Chinese equities at Neptune Investment Management takes a look at what the latest statistics from the world’s second largest economy means for investors…  As investors, we [...]

Economic growth in China pulls back to 6.9%

19 October 2015

Economic growth across China during the third quarter eased back to its slowest pace since the global financial crisis. GDP expansion slowed to 6.9% during the July to end of [...]

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