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Glencore (GLEN): Leader of the pack

      Glencore (GLEN) shares are leading the UK Index Mining sector higher this morning, maintaining their recovery trend from mid-month lows. This despite some indirect USD strength from the Bank of Japan’s (BoJ) decision to join major peers like the ECB and SNB and take interest rates negative, thus weakening the JPY. Sentiment…

UK economy – good growth, bad growth

The world is splattered with the word ‘growth’ these days. Journalists, politicians, economists, authoritarians, they’re all saying it. This growth and that growth and, of course, annual adjusted normalised existential growth. Yet nowhere have I heard anyone ask what the word growth actually means in the context of the UK economy and indeed the wider…

Sage Group (SAGE) – Shares more hardware than software

27 Jan Shares in Sage Group (SAGE) are more hardware than software this morning after the company pleased traders with a glowing outlook. On track to meet organic revenue growth of 6% in 2016, performance appears to have been led by Europe where businesses are wallowing in a bath of easy money. Concerns about falling…

Precious metals – Lonely at the top

Surprise, surprise. Shares in miners of precious metals are topping the UK Index this morning as investors return to what the markets regard as safe ports in a storm. Well they aren’t looking for a hedge for rampant inflation are they? That missing piece of the puzzle is being kept well in check by a…

Aberdeen Asset Management (ADN) – Is the worst behind?

          Aberdeen Asset Management (ADN) is surprisingly resilient this morning after a Q1 trading statement highlighting further net capital outflows (£9.1bn) into end-2015 and management expecting market conditions to remain difficult, with considerable volatility making the flow outlook tricky, especially in Emerging markets. Solace being sought in the slight rise (+2.4%)…

Accendo Press Quotes – Week Ending 22 Jan

Oil surge powers UK Index higher amid investor relief CityWire – 22 Jan http://citywire.co.uk/money/oil-surge-powers-UK Index -higher-amid-investor-relief/a875500 UK Index rallies as weak China sparks stimulus hopes CityWire – 19 Jan http://citywire.co.uk/money/UK Index -rallies-as-weak-china-sparks-stimulus-hopes/a874677 Market round-up: UK Index and European stocks gain despite slump in crude prices Int. Bus. Times – 18 Jan http://www.ibtimes.co.uk/market-round-UK Index -european-stocks-gain-despite-slump-crude-prices-1538562 Record…

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