Latest articles by Marina Gerner
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Plenty of bargain British equities in the January sales
Features Investors have pulled billions out of UK equity funds since the Brexit referendum in June 2016. This spells opportunity for long-term investors.
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Will the DAX dive further in 2019?
Features Germany’s benchmark index, the DAX-30, fell further than most other major markets in 2018. One problem is a downturn in Germany. The other is the slowdown in global growth.
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Ignore the new year stockmarket predictions
Features Analysts have rated more than 70% of stocks in the S&P 500 as a “buy” or “strong buy” rating. The only trouble with that is that analysts usually get it wrong.
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Investors have high hopes for Brazil
Features Brazil's Ibovespa index was one of the world’s top-performing stockmarkets at the start of the year, while the Brazilian currency, the real, has climbed against the US dollar. So what’s got the bulls so excited?
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China goes for growth
Features China hopes to move from an economy driven by investment to one based on consumption and service. But there are plenty of doubts as to whether it can pull it off.
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The “Powell put” comes to the markets' rescue
Features 2018 was the worst year for US stocks since the financial crisis. But the Federal Reserve has said it is willing to suspend quantitative tightening if the situation worsens.
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Greece’s recovery unlikely to last
Features While the spotlight is on Italy and France, Greece has been largely ignored in the last few months. But that could change in 2019.
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An optimistic outlook for Japan
Features It has been a lousy year for the Japanese economy. But it’s clear that a rebound is on the cards.
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Eurozone growth cools as ECB ends QE
Features Now that the European Central Bank is to stop buying government debt, and growth is slowing, concern over the sustainability of the single currency area is flaring up again.
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Temporary trade-war truce might be too late for China
Features The hiatus in the US China trade war is not enough to iron out deep-seated differences between the two countries over intellectual property, cybertheft and state support for Chinese companies.
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Metals that will shine in 2019
News This year has not been kind to commodities, says Marina Gerner. 2019 could well be different.
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Beware – the yield curve is inverting
News One of Wall Street’s most reliable signals of danger in the markets is flashing. Is it time to worry, asks Marina Gerner.
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Brazil’s economic hopes on Bolsonaro’s shoulders
Features Global investors seem thrilled at the prospect of Jair Bolsonaro taking over the Brazilian presidency. But the optimism looks wildly overdone.
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The credit boom is on borrowed time
Features In 2008, US subprime mortgage loans triggered the financial crisis. Now, worried eyes are turning to record high corporate debt.
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China-US trade truce boosts stocks
Features The world’s stockmarkets cheered the news that China and the US had called a ceasefire in their trade war. But we’ve been here before.
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Qatar quits Opec: world still turns
Features The small Gulf state of Qatar has left Opec, the oil producers cartel, saying it wants to concentrate on gas production.
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Is the eurozone gloom overdone?
Features Compared with US shares, European stocks haven’t been as cheap as they are now in a long time.
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Oil-price slide will boost global economic growth
Features Since early October, the oil price has fallen by a third to a one-year low of around $60 a barrel. But plenty of people will benefit from that.
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Stockmarkets will struggle now that Goldilocks is gone
Features Until recently, stockmarket investors could count on a “Goldilocks” scenario: growth was robust enough to allay fears of a relapse into recession but weak enough to keep central banks pouring liquidity into the system. But not any more.
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“No better bet than uranium”
Features Things are looking up for the price of uranium. In mid-2018, the spot price stood at $23 per pound, roughly the same as two years ago. Now it is up by around a quarter.
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GE heads for junk heap
Features The conglomerate is making little progress reducing a debt mountain that could destabilise the wider corporate bond market. Marina Gerner reports.
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The US trade war with China has barely begun
News The tit-for-tat raising of trade barriers has started to be felt by consumers – but it's not been all bad.
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All the signs point to incipient inflation
News Traders are expecting a soft touch from the Federal Reserve next year, says Marina Gerner. They may be in for a nasty surprise.
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Hungary: nasty leader, nice stocks
Features Hungary’s authoritarian leader Victor Orban is widely reviled. But the country’s economy and equities look inviting.
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