Weekly outlook: Netflix and Unilever results; UK unemployment data
The key events for UK wealth managers for the week starting 21 April
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- Analysis
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Top story
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- Video
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Macroeconomics
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Monetary and fiscal stimulus unleashed on markets – now what?
‘When you look at the different indices, it is very clear this is panic’
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DFMs resist urge to go ‘gung ho’ as coronavirus and oil price war jolt markets
Unclear whether stocks have actually become cheaper following Covid-19 outbreak
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Kames’ Snowden: Why you should not wait for market dip
Big macro calls on asset allocation could be a fool’s errand as the UK economy and markets enter a prolonged period of stability, according to Kames’ Stephen Snowden.
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Six long-term economic trends you should not ignore
With the global population booming the ‘pillars of a functioning economy’, as Sanlam Four’s Mike Pinggera labels them, will undergo serious changes. Here, he looks at the six biggest themes to watch.
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IMF warns of ‘dangerous’ trajectory for Chinese debt
China’s growth outlook is expected to improve between 2017 and 2021, but the country’s rising debt level skews the figures and raises strong concerns, according to the International Monetary Fund.
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PA ANALYSIS: Fear inflation, stagflation, or stagnation?
Some believe the bond markets point to stagflation rather than inflation, but other managers raise different concerns.
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Fed signals new policy phase, and six further rate hikes?
The Federal Reserve’s decision to raise its benchmark rate for the second time in three months, has led to speculation of further rises this year, with another four to come in 2018.
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Government should do a reverse Osborne – Blanchflower
Former MPC member, Professor Danny Blanchflower discusses why the UK government should move away from austerity.
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PA Podcast: Wages, ‘stuckflation’ and why QE worked
In this week’s edition of the podcast, labour economist and former Bank of England MPC member, David “Danny” Blanchflower discusses why we appear to be in a period of ‘stuckflation’ and what can be done to get the global economy out of it.
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Does the Fed behave differently in an election year?
Canada Life Investments economist David Arnaud has examined the historical data to shed light on whether suspicions the Federal Reserve takes the election cycle into account are founded.
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PA ANALYSIS: The US economy is making wealth managers earn their money
The United States accounts for around half of the global equities index so whether you like the asset class or not you can never ignore it, or eliminate it from a portfolio.