Investment Strategy
Investment | 22 Jun 16
ANALYSIS: A masterclass in short-termism
As the clock ticks ever closer to 7am on Friday, the time slated for the release of the official results of the UK’s referendum on EU membership, the financial world’s focus is being honed to an ever finer point as participants hold cash and their breath ahead of the vote.
Macro Views | 20 Jun 16
ANALYSIS: Investors need to choose a path then hold their nerve on Friday
Everything is pointing towards a wild day in financial markets this Friday with asset prices shifting dramatically whatever the outcome of the referendum.
Micro factors could trump macro after Brexit – JPMAM’s Flanders
While investors should be wary of macroeconomic factors impacting UK equities and sterling in the short term post-Brexit, the microeconomic consequences could be bigger in the long-term, according to Stephanie Flanders, JP Morgan Asset Management’s chief market strategist for Europe.
Macro Views | 16 Jun 16
ANALYSIS: US slowdown fears linger, with good reason
The day after the Fed chose once more to stay its hand on interest rates, 38% of delegates at our sister publication Portfolio Adviser’s Summer Congress said a US slowdown was likely to pose the biggest risk to markets over the coming 12 months.
Best Practice | 16 Jun 16
Millennials’ income and investing expectations unrealistic
Investor expectations for income and long term returns appear to be significantly inflated, with many looking set for disappointment. Millennials’ expectations, however, are the most unrealistic, say Schroders.