FWD Latest Thoughts, Research and Ideas

GLOBAL MARKETS UPDATE - MONDAY 16 AUGUST 2016

16 Jan 2017
GLOBAL MARKETS UPDATE - MONDAY 16 AUGUST 2016
The Trump rally showed signs of abating, with equity markets treading water while the US dollar retreated slightly. In contrast, bonds initially rallied before selling off amid profit taking.

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GLOBAL MARKETS UPDATE - MONDAY 3 JANUARY 2017

03 Jan 2017
GLOBAL MARKETS UPDATE - MONDAY 3 JANUARY 2017
Global stockmarkets ended 2016 on a strong note, while global bond yields retreated from their recent peaks.

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GLOBAL MARKETS UPDATE - MONDAY 12 DECEMBER 2016

12 Dec 2016
GLOBAL MARKETS UPDATE - MONDAY 12 DECEMBER 2016
The FTSE 100 rallied 3.3% over the week. The IHS Markit/CIPS purchasing managers' index for the services sector rose to 55.2, up from 54.5 the previous month and the highest figure since January 2016.

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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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