Finding value in American growth May 11, 2018 | Sponsored Last year saw global growth accelerate at its fastest pace since the financial crisis as this long-running bull market defied expectations and found another gear. It was a period of synchronised global growth reminiscent of yesteryear – a brief boon for global stock market investors. But with growth inevitably cooling in 2018, the challenge now [...]
Exploring new investment frontiers March 23, 2018 | City Talk Frontier markets are countries with investable stock markets that are less established than those in emerging markets. They are nascent, much smaller and less accessible than emerging markets such as China, India or Brazil, and have fewer companies to invest in. They will also almost certainly be more risky countries, perhaps with increased danger of [...]
Last week in the City March 23, 2018 | City Talk This week, China warned the US that it is not afraid of engaging in a trade war, the Federal Reserve hiked interest rates again, and Facebook shares plummeted after allegations that millions of users' profile data had been harvested. The FTSE 100 was down 3.5% over the course of the week by mid-session on Friday. [...]
How and why rising trade tensions have moved stock markets March 23, 2018 | City Talk We explain all of the ins and outs of the turmoil in markets this week, focusing on at what might happen next with escalating trade tensions. How far have stock markets fallen this week? Global stock markets have come under pressure this week on fears over escalating trade tensions. The selling has been most marked [...]
Artemis: Investing for income March 23, 2018 | Sponsored On Britain’s railways, a double yellow light is an instruction to exercise “preliminary caution”. On seeing it, a train driver should continue to move forward but be prepared to begin slowing at the next signal; there may be an obstruction ahead. These are the conditions under which investors seeking income currently operate. Financial assets in [...]
An underappreciated side effect of Brexit talks March 23, 2018 | City Talk As the Brexit referendum nears its two-year anniversary, Brexit continues dominating economic and political media coverage. We have observed no shortage of angles, including: What is the latest snag in negotiations? Will Brussels and London make their deadlines? Can Prime Minister Theresa May keep her cabinet in order? We believe this nonstop Brexit coverage obscures [...]
The changing face of world shares March 22, 2018 | City Talk The US market represents more than one half of the total quoted wealth in world shares. It is, however, a very different pattern of wealth holdings from previous decades, reflecting the huge changes underway in business models and customer preference. Looking at just how much the index has changed is a good way of mirroring [...]
Rihanna roils markets as China bags a key element March 21, 2018 | City Talk Garry White, chief investment commentator, looks at the market moving events that have shaped the UK equity markets this week (March 12 to March 16, 2018). This week, Barbadian singing sensation Rihanna managed to wipe $1bn off the valuation of tech group Snap, the Chinese secured a major cobalt deal to help it produce electric [...]
A sensible way to play the robotics megatrend March 21, 2018 | City Talk In the next few decades, chief executives of major global corporations could all become redundant. They will be replaced by robots with highly-developed artificial intelligence, because machines are quicker, more rational and do not get bogged down with silly human emotions. That’s according to Jack Ma, the founder of Chinese internet behemoth Alibaba. Of course, [...]
Will ‘app only’ be the norm for financial services? March 21, 2018 | City Talk Mobile apps for smartphones and tablets only came into existence a decade ago, but they have fast become an essential component for managing modern life. Users prefer apps as they’re an easy-to-use version of a full website, or because they represent a simplified version of a longer process. They offer the intuitive delivery and instant [...]