Isolating the signal from all the interest rate noise 13/08/2014 Another week and no doubt another continuation of the ongoing debate about the possible timing of interest rate hikes in both the UK and the US. The publication of The Bank of England’s Inflation Report today (13 August) will probably add further fuel to the debate as will the latest developments in Ukraine, the Middle East and perhaps even the UK and the US economies.
GAM considers emerging market reform opportunities 07/08/2014 Reforms driven by pressure from the growing middle classes are a major emerging theme for emerging markets in 2014 according to GAM's Matt Linsey, manager of the GAM Star North of South EM Equity fund.
The calm before the storm? 11/06/2014 With the European Central Bank dipping back into the monetary easing stash, it’s tempting to believe the rally in asset prices will continue indefinitely.
PAM Insight CIO Roundtable Discussion: China and Commodities: Recent Developments and Long Term Outlook 11/06/2014 On Tuesday 10 June 2014 PAM Insight (publishers of thewealthnet) co-hosted a roundtable discussion with ETF Securities, entitled China and Commodities: Recent Developments and Long Term Outlook. Participants were Nick Brooks, head of research and investment strategy at ETF Securities; David Cavaye, CIO of C Hoare & Co; Nancy Curtin, group CIO of Close Brothers Asset Management; Bill O’Neill, managing director and head of chief investment office wealth management research UK at UBS; Mark Rushton, CIO of Walker Crips; James Spence, managing partner of Cerno Capital; and John Veale, CIO of Stonehage Investment Partners.
Singapore's first quarter growth outshines forecast 05/06/2014 According to recent data released by Singapore’s Ministry of Trade and Industry (MTI), Singapore’s gross domestic product (GDP) grew by 2.3 percent on a quarter-on-quarter (QoQ) seasonally adjusted annualised basis. The figures were compiled after rebasing effects, with the base year for the national accounts now set to 2010 instead of 2005. The revised GDP formula takes into account new elements, including the capitalisation of research and development expenditure and employers’ pension contributions. The data beats the forecast of the economist who placed the growth for the quarter in the region of 1 percent and significantly overshoots the government estimates of 0.1 percent expansion.
Potential UK equity instability ahead of 2015 - Neptune 29/05/2014 Investors should be aware of Scottish independence and UK’s membership of the EU as they have the potential to destabilise areas of the equity market, said Scott MacLennan, the manager of the Neptune UK Opportunities Fund.