FWD Latest Thoughts, Research and Ideas

GLOBAL MARKETS UPDATE - MONDAY 4 DECEMBER 2016

05 Dec 2016
GLOBAL MARKETS UPDATE - MONDAY 4 DECEMBER 2016
New UK chancellor Philip Hammond used the Autumn Statement to create a £27bn fiscal shock absorber to insure the economy against the negative effects of Brexit.

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GLOBAL MARKETS UPDATE - MONDAY 21 NOVEMBER 2016

21 Nov 2016
GLOBAL MARKETS UPDATE - MONDAY 21 NOVEMBER 2016
The FTSE 100 rose 0.7% over the week. UK inflation, as measured by the Consumer Prices Index slipped to 0.9% in October, down from 1% in September.

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FWD'S WEEKLY ROUNDUP OF INVESTMENT NEWS - 18 November 2016

18 Nov 2016
FWD'S WEEKLY ROUNDUP OF INVESTMENT NEWS - 18 November 2016
Donald Trump is expected to axe to some of the most unpopular investment regulation when he takes office in January, boosting profits at asset managers.

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GLOBAL MARKETS UPDATE - MONDAY 14 NOVEMBER 2016

14 Nov 2016
GLOBAL MARKETS UPDATE - MONDAY 14 NOVEMBER 2016
Donald Trump defied the polls to win the US presidential election. After an initial flight to safety, bond markets fell and equities rallied as the focus of US policy was expected to switch from monetary stimulus to fiscal stimulus, including increased government spending on infrastructure.

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FWD'S WEEKLY ROUNDUP OF INVESTMENT NEWS - 11 November 2016

11 Nov 2016
FWD'S WEEKLY ROUNDUP OF INVESTMENT NEWS - 11 November 2016
Brill Gross has said Donald Trump’s victory will fail to secure economic growth despite high government spending on infrastructure, contrary to the views of many on Wall Street.

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Global Markets Update - Monday 7 November 2016

07 Nov 2016
Global Markets Update - Monday 7 November 2016
The FTSE 100 dropped 4.2% over the week. The High Court said the government cannot trigger the Article 50 process to leave the EU without a parliamentary vote. Commentators indicated this would lessen the chance of a ‘hard’ Brexit.

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FWD'S WEEKLY ROUNDUP OF INVESTMENT NEWS - 04 November 2016

04 Nov 2016
FWD'S WEEKLY ROUNDUP OF INVESTMENT NEWS - 04 November 2016
Anthony Doyle, investment director in the M&G fixed income team, has said that a Clinton victory would be unlikely to change investors’ views on the US economy, and could lead to higher growth and a rise in inflation. A Trump victory, however, could lead to market volatility similar to that seen during the 2008 financial crisis, and result in lower treasury yields, a higher US dollar and weaker sentiment towards emerging markets.

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GLOBAL MARKETS UPDATE - MONDAY 31 October 2016

31 Oct 2016
GLOBAL MARKETS UPDATE - MONDAY 31 October 2016
The FTSE 100 dropped 0.3% over the week.

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FWD'S WEEKLY ROUNDUP OF INVESTMENT NEWS - 28 October 2016

28 Oct 2016
FWD'S WEEKLY ROUNDUP OF INVESTMENT NEWS - 28 October 2016
The European Securities and Markets Authority (ESMA) failed to acknowledge widespread industry calls for a revision to the calculation of fund transaction costs in PRIPs, with just a fortnight remaining until the European Commission’s vote on whether to delay the controversial legislation.

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GLOBAL MARKETS UPDATE - MONDAY 24 October 2016

24 Oct 2016
GLOBAL MARKETS UPDATE - MONDAY 24 October 2016
The FTSE 100 slid 0.3% over the fortnight. Mark Carney indicated the Bank of England was prepared to see some ‘overshoot’ in its inflation target.

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