Sebastian Radcliffe, manager of the Jupiter North American Income Fund, comments on the decision by the US Federal Reserve to increase interest rates for the first time since 2006
We live in extraordinary times. The distortions caused by quantitative easing and near zero interest rate policies have been felt in just about every asset class...
According to Paul Markham, global equities portfolio manager at Newton Investment Management, for an overall outlook on equities, it's too early to tell whether a bad start to the year can be a sign that 2016 will be problematic. However it is true that leadership of markets in recent months has been narrow with a number of large cap stocks leading the way.
After a year of talking about it we finally got it. The Fed starts hiking rates for the first time in more than 9 years. It has been long anticipated, so one has to wonder what it will actually mean if everybody had so much time to prepare for it. Probably not too much actually.
Fitch Ratings expects economic growth in North America to improve in 2016. The U.S. economy will grow 2.5%, the same rate as in 2015, while Canadian growth will improve to 2% in 2016 from just 1% in 2015. Growth in both the U.S...