Ed Bowsher speaks to top US fund manager, Meb Faber, as well as David Stevenson from ETFstream to find out where markets may go in 2019. Both Meb and David think that most US shares are too expensive while the UK is much more attractive. We also find out which parts of the Japanese market are cheap, and look at which emerging markets to avoid or invest in.
Will markets carry on rising this year? Is Gold the best insurance policy against something going wrong? And how will the ETF industry evolve? Will ESG be the big theme of the year? Ed Bowsher finds out from James Butterfill of ETF Securities, Adam Laird of Lyxor, David Stevenson of ETFstream and John Davies of S&P Dow Jones.
James Butterfill, Adam Laird, David Stevenson, John Davies
Now the EU has reportedly raised its opening demand for Britain's Brexit bill from the previous estimate of €60bn to €100bn - apparently due to pressure from France and Germany - could a transitional trade deal be off the cards? To discuss this further, Ed Bowsher spoke to European affairs analyst Yannis Koutsomitis.
Trump has launched the first military action of his presidency at a Syrian regime airbase, we discussed what the markets reaction has been. Plus, UK industrial production suffered a contraction in February and the house price growth is at his lowest in nearly four years. For all the major economic news, Share Radio's Ed Bowsher was joined by Alastair McCaig, Director of Investment Management at Fern Wealth.
US futures are down, 10-year Treasury yields are at five week low, and oil prices are sliding. What's going on? Ed Bowsher was joined by Chris Beauchamp, Chief Market Analyst at IG to discuss this and more of the day's big macro news.
Donald Trump says the US would act alone against the North Korea's nuclear threat - is his latest statement affecting markets? Plus London's rivals for finance jobs are amping up moves to pinch jobs from the sector post Brexit, according to a report. And is the pound 'significantly undervalued' and ready for a rise? Simon French, Panmure Gordon's chief economist, joined Share Radio's Ed Bowsher to analyse the day's big economic stories.
Increasingly volatile spending patterns could start to worry regulators - the latest Office for National Statistics data found savings ratios dropped to their lowest levels since records began in 1963, while disposable income for UK households has seen the sharpest drop in almost three years. Should caution return to the market? For insight into this story and more, Jeremy Stretch, head of G10 FX Strategy at CIBC Capital Markets, joined Share Radio's Ed Bowsher.
Following the post-Brexit upheaval, markets seem to be less fazed by politics - but will this trend continue? And as more companies set up bases in Europe, Lloyd's of London and Royal London are the latest to announce their chosen locations, could some be temporary moves? Michael Hewson from CMC Markets joined Share Radio's Ed Bowsher to discuss the day's key economic stories.
Qatar will invest £5 billion in the UK over the next five years, investors said at conference today - is this a vote of confidence in post-Brexit UK? Plus UK airlines will face severe restrictions if a hard Brexit goes ahead, with warnings coming from the European Commission. Rachel Winter, senior investment manager at Killik & Co, joined Share Radio's Ed Bowsher to discuss the day's major economic stories.
Shareholders in housebuilder Crest Nicholson voted against changes to a pay package for senior executives - do laws need to be changed to give investors more power? And as Donald Trump tries to push through his healthcare bill, why are recent market gains at risk? And have US markets got ahead of themselves? Garry White, chief investment commentator at Charles Stanley Direct, joined Share Radio's Ed Bowsher to talk through these and more of the day's biggest economic news.