Portfolio Manager David Herro of Harris Associates discusses how macro economic instability can be exploited; how volatility can create opportunities to buy into businesses at low prices.
As Labour’s new housing policy begins to take shape under hard-left leader Jeremy Corbyn, how much influence could it have on the Government’s own plans? Jeremy Corbyn’s election last September to become leader of the Labour Party shocked UK politics to its core. The hard-left MP had been a backbencher and serial rebel for 30 […]
Rent rises have been curbed by landlords rushing to complete before increased stamp duty rates took effect this month, says Countrywide. The average UK rent rose 3.4 per cent year-on-year to £931 in March, compared with 4.5 per cent in the same month last year. Countrywide estimates that £28bn worth of home sales completed last […]
Acting FCA chief executive Tracey McDermott is to depart the regulator in July, it has been announced. PRA chief executive Andrew Bailey, who was appointed to succeed Martin Wheatley on a permanent basis in January, will take over the FCA following her departure. Bailey will be replaced at the PRA by Sam Woods. McDermott has been leading the […]
Easter prompted an unexpected rise in March inflation to 0.5 per cent from 0.3 per cent in February, the Office for National Statistics revealed today. Core inflation, which strips out volatile components such as food and energy, rose 1.5 per cent. Hargreaves Lansdown senior economist Ben Brettell says economists had expected a smaller rise of 0.4 […]
Capital Market Notes, December 2016 David Lafferty, Chief Market Strategist, and Dave Goodsell from Natixis Global Asset Management’s Durable Portfolio Construction Research Centre, assess how institutional investors view central bank policies from across the globe. Read the full article here: