Hints and tips:
...For UK investors, though, sterling provides them with a natural hedge....
...Here’s David Owen of Jefferies: The minutes of their latest meeting may have suggested a more optimistic BoE....
...There’s little agreement on how high the S&P 500 will go before correcting again....
...As BCA Research shows, big software has dominated the broad tech sector and the performance of the S&P 500....
...David Owen, MD and chief European economist at Jefferies: No....
...In 2012 the average forward price-to-earnings ratio for the S&P 500 was 12 times and in 2016, the ratio was 16.5 times (where the S&P currently trades)....
...There has been a “very significant decline in longer-term capital flows into the UK”, says David Owen, chief European economist at Jefferies, the New York-based investment bank....
...CY20 EV/EBIT of 8.0x or perhaps CY21 P/E of 13.5x post the potential raise. ......
...The US S&P 500 and Japanese Topix index fell by almost 10 per cent over December according to brokerage Stifel, while the FTSE 100 lost almost 4 per cent over the month....
...Risk reversals in sterling have mainly been negative since the UK referendum to leave the EU was announced in 2016....
...European bank stocks fell on concern over lenders’ exposure to the overheated Turkish economy, US government bonds rallied and the S&P 500 closed lower....
...Norway for now), iii) no deal or iv) remain....
...Included in that category are TwentyFour Dynamic Bond fund and Royal London Sterling Extra Yield Bond....
...The MSCI Emerging Markets index, a major benchmark of stocks, gained more than 30 per cent in 2016 and another 25 per cent last year in sterling terms — more than double the return of the S&P 500 that year...
...Stephanie Flanders, chief market strategist for Europe, J P Morgan Asset Management To more than 3% by the end of 2017....
...Julien Jarmoszko at S&P Global Market Intelligence is more bullish....
...David Owen, chief European financial economist, Jefferies GDP growth likely to slow from around 2% on average in 2016 to 1.25% in 2017....
...David Owen, chief European financial economist, Jefferies US events add to political uncertainty more generally....
...Stephanie Flanders, chief market strategist for Europe, J P Morgan Asset Management I do not believe the MPC will raise rates in 2017....
...Sterling gained 0.2 per cent to $1.3219. The Turkish lira was recovering in the aftermath of last week’s attempted coup, gaining 2 per cent on Monday to 2.9567 per US dollar....
...David Owen, chief European financial economist, Jefferies A big step-up in inward migration from the non-EU occurred after the 1997 election, to a peak of 370,000 in 2004....
...Market developments in October — a sharp fall in Sterling alongside a rise in market interest rates — was symptomatic of a higher risk premium being attached on Sterling assets by foreign investors....
...The outlook would look somewhat more comfortable were we to begin to see a positive export response to the drop in sterling....
...David Owen, Jefferies Barring any unforeseen event, yes....
...of house prices and household debt, and insufficient devaluation of sterling that was 15-20% overvalued in 1997-2007, owing to being “shackled to a corpse” (the eurozone)....
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