China oil deal with Iran could derail trade talks

Don’t get too excited about the current thaw in the trade war. Despite both sides appearing to talk up the prospects of a deal ahead of talks that resumed in Washington yesterday, there has been a major development that could put any final agreement at risk. Since talks were last held, China has signed a … Continue reading “China oil deal with Iran could derail trade talks”

Asia set to become sustainable investment hub

The region presents investors with a growing range of opportunities to generate positive returns and have a positive impact on the planet at the same time. Asia looks set to become a hotbed for sustainable investment, driven by structural economic factors, growing institutional allocations and tightening regulations. Investors in Asia have lagged developed market peers … Continue reading “Asia set to become sustainable investment hub”

Why as an investor I’m looking through Brexit fears

Following the twists and turns in Westminster of the past few weeks I expect many more market participants will simply place UK equities in the “too difficult” basket. Anecdotal stories of overseas investors selling their last UK stocks could start doing the rounds again. Brexit and political uncertainty have been a drag on UK equities, … Continue reading “Why as an investor I’m looking through Brexit fears”

A cyber-curtain is set to divide the world

A new Cold War looks likely as the US and China increasingly diverge and fall into dispute. What are the implications for investors? The strong exchanges on technology between the US and China point to a world where there are two different systems, with a cyber-curtain descending between them both. Meanwhile, in a series of … Continue reading “A cyber-curtain is set to divide the world”

Has value investing been disrupted?

Disruption is a major theme in stock markets today with companies such as Amazon and Uber challenging the traditional approach to their respective industries. Such companies are an example of so-called “growth” stocks, with investors attracted by their prospects for expansion and future revenue growth. Investors in “value” stocks, in contrast, focus less on a … Continue reading “Has value investing been disrupted?”

The other trade war is another tech nightmare

A political dispute between Japan and South Korea is spilling over into trade. Unless it is resolved, the consequences for smartphone makers could be serious. It’s a difficult time for smartphone makers. Shipments of devices are likely to fall for a third consecutive year in 2019, so the introduction of new 5G phones is the … Continue reading “The other trade war is another tech nightmare”

How does geopolitics impact investment returns and what can you do about it?

Schroder’s economists have analysed the effect geopolitical risk can have on investors’ portfolios. Should investors simply hold their nerve during volatile times? Or is it better to entrust fund managers able to take a more dynamic approach? Geopolitics can significantly impact investment returns; whether it’s trade wars, actual wars, populist politicians or terrorist attacks. Geopolitical … Continue reading “How does geopolitics impact investment returns and what can you do about it?”

Ten things every investor needs to know about offshore wind power

The solar and onshore wind industries have long been areas of focus for climate change investors, but offshore wind has always lagged behind because of its higher cost. However, that is set to change, with substantial growth likely in the sector over the coming years, as offshore wind approaches cost competitiveness with conventional electricity generation. … Continue reading “Ten things every investor needs to know about offshore wind power”

The G7 solves nothing

The meeting of leaders over the weekend in Biarritz led to US President Donald Trump’s tweet suggesting there could be more trade talks with China after all. It was sufficient for a modest rally, after the tariff-induced sell off last week. The markets remain fixated by the twin stories of possible rate cuts to come, … Continue reading “The G7 solves nothing”

How long will you live and what does it mean for your investments?

Latest life expectancy data shows that your money will need to last a lot longer than you might be thinking.  Thirty-five years ago, an average 60-year old man could have expected to live an extra 18 years, to age 78. Today, the average 60-year old man should expect to live to 85. That’s according to … Continue reading “How long will you live and what does it mean for your investments?”

Jaw-jaw at Jackson Hole: Fed exercise to restore lost credibility could end up harming it further

This month’s Jackson Hole symposium is intended to address the ‘challenges for monetary policy’. In reality, the debate will probably be around the merits or otherwise of the US Federal Reserve (Fed) continuing to cut interest rates or not. The Fed finds itself at a taxing junction. It needs to reassure investors that it has … Continue reading “Jaw-jaw at Jackson Hole: Fed exercise to restore lost credibility could end up harming it further”

Italy’s 66th government since WW2 looks set to fall

Trade continues to dominate the headlines with Donald Trump’s tweets around US tariffs driving sentiment. The emergence of China’s appetite to use its currency as a shock absorber also added volatility. August’s volumes are traditionally lighter and that helped catalyse a very weak start for US equities albeit a lot of the losses had been … Continue reading “Italy’s 66th government since WW2 looks set to fall”

Will the UK economy slip into recession?

Disappointing GDP data shows the UK economy contracted in the second quarter and raises the risk of the country entering a technical recession. The UK economy contracted by 0.2% in the second quarter, following 0.5% growth at the start of the year. What was behind the data? A sharp drop in manufacturing output (-2.3%) over … Continue reading “Will the UK economy slip into recession?”

There’ll be no swift resolution to this trade war

As Donald Trump threatens to put tariffs on all imports from China and Beijing tells its state-owned organisations to stop importing US agricultural products, the trade war looks set to drag on. At the end of last week’s trade talks between the US and China, there were no signs of a breakthrough. Beijing made a … Continue reading “There’ll be no swift resolution to this trade war”