Buy sideInvestors turn bearish, with growth prospects at lowest level since April 2020 Sep 14, 2021Garnet RoachJust 13 percent of respondents to the September fund manager survey from Bank of America (BofA) expect a stronger economy in the...Read more
Buy sideInvestor confidence dips in August, reveals State Street Sep 02, 2019Andrew HoltIn a clear indication that the ongoing US-China trade war and gloom about the global economy are having an impact on investor...Read more
Buy sideEquities attract more of Norway’s trillion-dollar fund Aug 23, 2019Oliver SchutzmannThe word trillion has a longer history than you might think. First coined by French mathematical genius Nicolas Chuquet in the 15th...Read more
RegulationMifid IIDark-pool trading grows to its highest level post-Mifid II Aug 16, 2019Andrew HoltWhile equity trading in Europe fell in July, dark-pool trading volumes swelled to their highest level since Mifid II was introduced 19...Read more
Buy sideInvestors bullish on rates, reveals BofAML survey Aug 15, 2019Andrew HoltInvestors are bullish on rates, according to the Bank of America Merrill Lynch (BofAML) fund manager survey for August. The survey...Read more
Buy sideInvestors add risk going into equities, says BofAML Jul 17, 2019Andrew HoltInvestors have added risk, rotating into cyclical plays (equities, Europe, industrials, banks) and out of defensive ones (bonds, real...Read more
Shareholder targeting & IDNegative sentiment brings UK valuations ‘back to the 1990s,’ says RWC Jul 12, 2019Garnet RoachNegative sentiment combined with ‘a move by overseas investors to shun the UK’ have dragged UK equity valuations ‘back to the 1990s,’...Read more
Buy sideJPMorgan downgrades global growth forecasts, but is positive on equities Jul 10, 2019Andrew HoltEquity markets have had a good first half of the year, boosted by a dovish monetary policy from the world’s central banks, with the S...Read more
Buy sideUK funds see May decline in outflows Jun 26, 2019Andrew HoltLast month was something of an unpredictable month for global stock markets, so it should come as no surprise to see UK equity funds...Read more
Buy sideNorway SWF boasts ‘strongest quarter ever’ May 07, 2019Garnet RoachThe world’s largest sovereign wealth fund (SWF), Norway’s Government Pension Fund Global, which is run by Norges Bank Investment...Read more