http://www.fundweb.co.uk http://www.fundweb.co.uk http://www.fundweb.co.uk/magazine/graphics/logo.png http://www.fundweb.co.uk http://www.fundweb.co.uk/home/news/why-did-greenspans-tone-of-voice-move-gold-but-not-bernankes/1072975.article http://www.fundweb.co.uk/home/news/why-did-greenspans-tone-of-voice-move-gold-but-not-bernankes/1072975.article The tone of voice used by Federal Reserve chairmen when they deliver their speeches can lead to “small but significant” movements in the price of gold and silver, research suggests. Tue, 18 Jun 2013 12:46 GMT http://www.fundweb.co.uk/qe-fears-send-multi-managers-downbeat-on-bonds/1072823.article http://www.fundweb.co.uk/qe-fears-send-multi-managers-downbeat-on-bonds/1072823.article As the US continues to show signs of a return to economic stability, the issue that’s worrying investors is what will happen to government bonds if Bernanke rethinks his QE programme. Fri, 14 Jun 2013 15:20 GMT http://www.fundweb.co.uk/us/markets-bounce-1-as-us-unemployment-rise-eases-qe-fears/1072456.article http://www.fundweb.co.uk/us/markets-bounce-1-as-us-unemployment-rise-eases-qe-fears/1072456.article US stockmarkets have opened higher after the US posted a small rise in unemployment, easing concerns that the Federal Reserve could soon start to taper quantitative easing. Fri, 7 Jun 2013 15:03 GMT http://www.fundweb.co.uk/europe/lord-lawson-slams-ftt-as-perverse-and-unacceptable/1072046.article http://www.fundweb.co.uk/europe/lord-lawson-slams-ftt-as-perverse-and-unacceptable/1072046.article Former chancellor Nigel Lawson has attacked the European Union’s proposed financial transaction tax, saying the ‘perverse and unacceptable’ levy would drive business from London to New York. Fri, 31 May 2013 08:24 GMT http://www.fundweb.co.uk/us/is-the-us-entering-a-golden-era/1071476.article http://www.fundweb.co.uk/us/is-the-us-entering-a-golden-era/1071476.article The world’s largest economy appears to have turned a corner as a wave of positive data from the US is arguably illustrating an improved recovery.  Mon, 20 May 2013 15:02 GMT http://www.fundweb.co.uk/home/news/investors-most-bullish-on-japan-and-us-survey-finds/1071262.article http://www.fundweb.co.uk/home/news/investors-most-bullish-on-japan-and-us-survey-finds/1071262.article Investors are showing a three-year high in confidence for Japan and US, according to a poll by Bloomberg. Thu, 16 May 2013 12:26 GMT http://www.fundweb.co.uk/home/news/cyclicals-start-to-outperform-will-markets-go-another-leg-higher/1070859.article http://www.fundweb.co.uk/home/news/cyclicals-start-to-outperform-will-markets-go-another-leg-higher/1070859.article Cyclical areas of the equity market are beginning to show outperformance against their defensive peers Thu, 9 May 2013 10:19 GMT http://www.fundweb.co.uk/us/barclays-gardiner-tech-sector-is-more-than-just-apple/1070708.article http://www.fundweb.co.uk/us/barclays-gardiner-tech-sector-is-more-than-just-apple/1070708.article Barclays chief investment officer for Europe Kevin Gardiner is looking past Apple and sees other opportunities within the technology sector. Tue, 7 May 2013 13:07 GMT http://www.fundweb.co.uk/global/ignis-five-themes-investors-have-to-watch-in-q2/1070427.article http://www.fundweb.co.uk/global/ignis-five-themes-investors-have-to-watch-in-q2/1070427.article Ignis’ Stuart Thomson believes investors need to concentrate on alpha not beta in the current environment, as central banks could start to withdraw unprecedented liquidity from financial markets. Tue, 30 Apr 2013 16:11 GMT http://www.fundweb.co.uk/us/dr-doom-markets-heading-for-bubbles-as-fed-commits-massive-fraud/1070358.article http://www.fundweb.co.uk/us/dr-doom-markets-heading-for-bubbles-as-fed-commits-massive-fraud/1070358.article The loose monetary policy being pursued by the US Federal Reserve is increasing the risk of bubbles emerging in equity and credit markets in the short term, Nouriel Roubini warns. Tue, 30 Apr 2013 09:39 GMT http://www.fundweb.co.uk/baillie-giffords-n-america-team-shuns-apple-for-ebay-and-google/1070309.article http://www.fundweb.co.uk/baillie-giffords-n-america-team-shuns-apple-for-ebay-and-google/1070309.article After selling Apple earlier this year, the Baillie Gifford American fund continues to see competiveness and growth in other technology stocks. Tue, 30 Apr 2013 09:30 GMT http://www.fundweb.co.uk/us/barclays-wealth-us-in-better-shape-than-investors-fear/1069656.article http://www.fundweb.co.uk/us/barclays-wealth-us-in-better-shape-than-investors-fear/1069656.article Barclay’s Kevin Gardiner remains confident that the US economy will show growth for 2013 regardless of a slowing in the second quarter Fri, 19 Apr 2013 08:05 GMT http://www.fundweb.co.uk/home/news/quilter-three-macro-worries-to-dampen-the-equity-rally/1069413.article http://www.fundweb.co.uk/home/news/quilter-three-macro-worries-to-dampen-the-equity-rally/1069413.article Quilter highlights three notable areas of concern that could dampen the rally over the short term. Fri, 12 Apr 2013 13:17 GMT http://www.fundweb.co.uk/us-tipped-as-2013s-star-performer/1069343.article http://www.fundweb.co.uk/us-tipped-as-2013s-star-performer/1069343.article Fund managers have highlighted US equities as the asset class most likely to show continued strength over the coming year, according to a survey by Fidelity Personal Investing. Fri, 12 Apr 2013 09:00 GMT http://www.fundweb.co.uk/home/news/bofa-ml-managers-at-most-positive-on-banks-since-dec-2006/1067998.article http://www.fundweb.co.uk/home/news/bofa-ml-managers-at-most-positive-on-banks-since-dec-2006/1067998.article Global fund managers are now more positive on banks than at any time in more than six years, research from Bank of America Merrill Lynch shows. Tue, 19 Mar 2013 16:44 GMT http://www.fundweb.co.uk/home/news/schroders-wade-highlights-us-equities-as-banking-system-picks-up/1067722.article http://www.fundweb.co.uk/home/news/schroders-wade-highlights-us-equities-as-banking-system-picks-up/1067722.article Schroders chief economist and strategist Keith Wade looks at the latest improvements in the world’s biggest economy to identify US equities as current favoured asset class. Mon, 18 Mar 2013 15:30 GMT http://www.fundweb.co.uk/jpms-elliott-politics-will-throw-up-suprises-in-uk-europe-and-us/1067642.article http://www.fundweb.co.uk/jpms-elliott-politics-will-throw-up-suprises-in-uk-europe-and-us/1067642.article Politics carry the potential to bring surprise and risk stretching across the UK, European and US economies, according to JP Morgan’s Tom Elliott. Wed, 13 Mar 2013 14:47 GMT http://www.fundweb.co.uk/home/news/premier-performs-autopsy-on-remarkably-bad-north-america-sector/1067520.article http://www.fundweb.co.uk/home/news/premier-performs-autopsy-on-remarkably-bad-north-america-sector/1067520.article Research by Premier Asset Management has highlighted the extent of underperfomance in the IMA North America sector, saying the area is a “serious test of faith” for believers in active management. Tue, 12 Mar 2013 08:51 GMT http://www.fundweb.co.uk/home/news/kitzbhel-2013-great-rotation-waits-as-markets-approach-limit-of-safety/1067477.article http://www.fundweb.co.uk/home/news/kitzbhel-2013-great-rotation-waits-as-markets-approach-limit-of-safety/1067477.article M&G’s Aled Smith has called on investors to reintroduce risk to their portfolios, arguing that the ‘great rotation’ out of bonds and into stocks has yet to fully take root. Mon, 11 Mar 2013 13:02 GMT http://www.fundweb.co.uk/home/news/us-equity-expectations-drop-to-5-year-low-towers-watson-finds/1066312.article http://www.fundweb.co.uk/home/news/us-equity-expectations-drop-to-5-year-low-towers-watson-finds/1066312.article Global fund managers’ expectations of stockmarket returns in the US have fallen to their lowest since 2008, according to research by Towers Watson. Tue, 19 Feb 2013 10:20 GMT