Will the US’ $22 trillion debt become a major burden?
The short-term outlook appears to be positive for the US with Brian Moynihan, CEO of Bank of America Merrill Lynch, saying they are looking at GDP growth of 2.5% this year. With such a large debt however, there are potential clouds on the horizon in the long-term.
Ramaphosa’s growth plan
South Africa is open for investment and business following a tough decade. Find out what else the South African President had to say on the outlook for economic investing on day four of the World Economic Forum.
China's take on Trump trade war
Is China’s growth slowdown just a more sustainable level? This update from the World Economic Forum in Davos looks at China’s global role and its view on the US trade tensions.
Artemis: Outlook for US equities
Cormac Weldon, head of US equities at Artemis, gives his outlook for 2019. Growth in the US economy and in earnings is still expected to be robust. But higher interest rates and trade tariffs pose considerable risks. Cormac and his team are focussing on companies that can thrive independently of the economic cycle.
Investment Trust Update | 30th November 2018
A trio of big name investment trusts underperformed their benchmark, and SDCL are raising funds of £150m via an IPO. These and other topics are discussed in this investment trust update.
Investment insight | Hargreaves Lansdown
As the UK heads towards Brexit what is the best strategy to keep your investment portfolio in good shape? Richard Troue, head of investment analysis at Hargreaves Lansdown, gives his three top tips for the months and years ahead.
Bonds in a Day | Book Club
After 28 years in the fixed income markets, Stewart Cowley has put down on paper how fund managers do their day job. He came into the Asset TV studio to talk through his latest book, Bonds In A Day. It covers the maths behind fixed income, how to create the calculations on Excel and looks at what happens when the calculations go wrong (the French Revolution is a case in point). To order a copy of Bonds In A Day click on the link below https://www.harriman-house.com/bondsinaday
European equities: Positioned as a contrarian…
Philip Wolstencroft, manager of the Artemis European Growth Fund, talks about his recent activity in the portfolio. He took the sell-off in Italian equities as an opportunity to add some high-quality stocks. Elsewhere, he continues to look for companies with above-average growth in profits.
Income | Investment Trust Outlook
Are equity markets expensive and if so what should fund managers be doing with your money? On the panel to discuss in this Investment Trust Outlook are: Tony Foster, Manager, Diversified Income and Growth Trust, Aberdeen Standard Investments Cristina Dondiuc, Associate Investment Director, Fidelity International Ciaran Mallon, UK Equities Fund Manager, Invesco Perpetual Learning outcomes: How fund managers are reacting to current valuations in developed equity markets How fund managers are factoring in political risks: from trade wars to the results of Italy's election Outlook from inflation and its influence on stock selection in portfolios
Investment Trust Update | 20th April 2018
In this Investment Trust bulletin, M&L shy away from Facebook off the back of regulation fears, and at a time when pessimism towards UK equities is entrenched, are investors overlooking the diversity and resilience in mid-cap companies. Schroders - Is the FTSE 250 overlooked and misunderstood?
European equities: Earnings coming through…
Healthy global growth is supporting European companies’ profits. Mark Page, manager of the Artemis European Opportunities Fund, is finding plenty of stocks to buy.
Automation and the labour force
With stagnant wage growth plaguing the developed world, how can both the government and private sector help? Sir Christopher Pissarides, Nobel Prize winner in economics and LSE professor, offers suggestions for alleviating the plight of those impacted most.