‘Bond market tantrum risks’: Gilt traders brace for Labour leftward pivot as Starmer future uncertain
Best of the Brokers for 02 November 2015 November 1, 2015 To appear in Best of the Brokers, email your research to notes@cityam.com Canaccord Genuity has downgraded Cineworld from “hold” to “sell” with a target price of 535p, from 620p, warning of the “spectre of disappointment” despite this year’s spate of blockbusters. The broker warned that Cineworld tends to underperform rivals Vue, which is “more aggressive” [...]
Bank’s super Thursday could cause fireworks – London Report November 1, 2015 HSBC was this morning the latest UK bank to report results, with Standard Chartered rounding off third quarter earnings season tomorrow. There are concerns the emerging market focused Standard Chartered will have taken a hit over the past three months due to the slowing economy in China and fears surrounding emerging market growth. The bank’s [...]
British banks eagerly await Visa statement – New York Report November 1, 2015 Visa is the one to watch in the US today, as Britain’s banks line up for a payout from the £14bn sale of Visa Europe. The payments company is expected to be bought out by the US company Visa Inc, when it reports results later on. Tesla, the maker of electric cars, is set to [...]
EU referendum: Don’t be stupid, the US won’t cut Britain adrift post-Brexit November 1, 2015 I held the UK/Europe brief at one of the major Washington, DC think tanks for eight arduous years. Every manner of European statesman trooped through my door, invariably trying to use me to leverage the US to do something they thought was in their country’s interests. Of course, my senior staff and I were [...]
Creating wealth, giving back: Highlights of my year as the lord mayor of London November 1, 2015 This is my final City A.M. column as lord mayor – in less than a fortnight, I’ll hang up my hat, pass on the chain, and watch the removal van pull up outside Mansion House. But what a fantastic year it’s been! It’s the one job in the world where I have felt that absolutely [...]
Insurers must harness the internet of things to regain customer trust November 1, 2015 The insurance industry has the privilege of playing an integral and valuable role in society – we protect for today and invest for the future. Our customers can go about their daily lives without fear for the financial consequences when things go wrong, while we help them to save to build their future financial security. [...]
With the FTSE 100 flat since January, will a Santa Rally bring festive cheer to investors in the index? November 1, 2015 Chris Beauchamp, a senior market analyst at IG, says Yes. Sell in May and go away is an adage that investors never tire of repeating. But perhaps they would be better served by learning “buy in October and hold until New Year”. Seasonal trends indicate that the final quarter is the best period for the [...]
Making the most of mobile: Fetch’s James Connelly talks the death of Crazy Frog and the land of opportunity November 1, 2015 It is only after lengthy tenures that most marketing entrepreneurs feel ready to start their own agency. Fetch founder James Connelly took the plunge when he was just 23 in 2009. His mobile first agency was sold to Dentsu Aegis Network last year. Connelly’s success is a testament to the indefatigable rise of mobile [...]
Pinpointing the potential of geolocation strategies November 1, 2015 Location-based targeting has become a real asset for mobile marketers. Unlike on desktop, cookies have never been a reliable way of tracking and optimising mobile campaigns. Dependent on the device itself, the environment and how the user splits their usage between the mobile web and apps, marketers have relied on log-ins, app software development kits [...]
Digital natives have untapped talent: It’s time to exploit it November 1, 2015 We are leading digital lives. In our homes, in our workplaces, when we travel and when we relax, we are swiping screens, searching for answers online, ordering goods and services, and sharing the minutiae of our lives via social media. Young people are the leading explorers of the digital world and are seamlessly moving [...]