Euroland money measures grew strongly in July, more than compensating for softer June data and suggesting improving economic prospects.
Euroland money trends suggesting 2020 recovery
Test video
Incoming narrow money data for July have been disappointing, suggesting that a global economic recovery will be delayed until Q2 2020. The US, China, Japan, India and Brazil have released July monetary data, together accounting for two-thirds of the global (i.e. G7 plus E7) aggregate tracked here. Incorporating near-complete CPI data, six-month growth of global
Why cash flow keeps you on the straight and narrow
Job Curtis, Fund Manager of the City of London Investment Trust, explains why cash flow is so important when investing in equities for the purpose of income, using two stock case studies.
Euroland PMI weak but money trends still hopeful
The Euroland manufacturing PMI fell further in July but the view here remains that the index is bottoming, based on the leading signal from a rise in six-month real narrow money growth since late 2018.
Trade Wars, ESG and Demographics in China
A Q&A on how trade friction; environmental, social and governance (ESG) factors; and demographic issues are impacting financial markets in China.
Master Investor podcast with Jamie Ross
Henderson EuroTrust Fund Manager Jamie Ross explains his methodology, his thoughts on political risk and what makes a ‘good company’.
Bill McNamara
Shawna Macnamara – Removed 6/9/23
Suzanne White
Sean Brady
