Global fund managers

MARKET VIEW w/e 17th August 2018

MARKET VIEW w/e 17th August 2018 981 980 Realm

The U.K. Stockmarket The U.K. Stock market was lower this week largely due to concerns regarding the U.S. threat of further sanctions against Turkey, the health of Italian banks and worries about what the forthcoming trade talks between the U.S. and China might bring. Our Breadth Indicator turned back to negative this week and our Momentum indicator ticked lower again.…

read more

MARKET VIEW w/e 10th August 2018

MARKET VIEW w/e 10th August 2018 981 980 Realm

The U.K. Stockmarket The U.K. stock market fell at the end of the week along with most European indices as increasing contagion fears regarding Turkey’s problems and further anxiety about U.S. trade tariffs weighed on the markets. Brexit fears persist and the Pound fell to its lowest level versus the U.S. Dollar since June last year and was weak against…

read more

MARKET VIEW w/e 3rd August 2018

MARKET VIEW w/e 3rd August 2018 981 980 Realm

The U.K. Stockmarket ended the week lower. As expected, the Bank of England raised rates to 0.75% and kept it’s growth forecast for 2018 unchanged at 1.4%. According to the ONS UK households are accumulating billions of pounds of debt. Economists are warning that the trend is unsustainable as interest rates rise. Our Breadth Indicator turned negative this week and…

read more

MARKET VIEW w/e 27th JULY 2018

MARKET VIEW w/e 27th JULY 2018 981 980 Realm

The U.K. stock market ended the week slightly higher. The Pound rallied a little from the eighteen month low set against the dollar the previous week but remains weighed down by the clear lack of progress over Brexit. Our Breadth Indicator stayed neutral this week and our Momentum indicator ticked lower again. UK Market 27th July 2018 The U.S. stock…

read more

MARKET VIEW w/e 20th JULY 2018

MARKET VIEW w/e 20th JULY 2018 981 980 Realm

The U.K. Stockmarket ended the week slightly higher. The Pound fell to an eighteen month low against the dollar with disappointing retail sales data raising doubts about a rate hike in August. Our Breadth Indicator stayed neutral this week and our Momentum indicator ticked lower. UK Market 20th July 2018 The U.S. Stockmarket was almost flat this week but the…

read more

MARKET VIEW w/e 13th JULY 2018

MARKET VIEW w/e 13th JULY 2018 981 980 Realm

The U.K. Stockmarket ended the week higher. Sentiment was focused on US President Trump’s comments re the UK and Brexit. He said that a soft Brexit would “probably kill” any trade deal with the US but later stated that his relationship with Prime Minister May was strong and they will discuss trade. Our Breadth Indicator turned neutral this week and…

read more

SOME NUMBERS TO BEAR IN MIND

SOME NUMBERS TO BEAR IN MIND 981 980 Realm

Global fund managers turned bearish on global equities this month according to the latest BAML Global Fund Manager Survey. In fact, they are considered to be at their most bearish since November 2016 as their level of global equity allocations have fallen to the lowest level since that time. This survey of 178 managers is usually interpreted from a contrarian…

read more