Original Broadcast: The Share Radio Evening Show
It's not just Brexit causing uncertainty for investors - upcoming elections in France, The Netherlands and Germany could produce headwinds for markets. What can investors do and should they trust the polls? Stephen Macklow-Smith, is Head of European Equity Strategy and manager of the JPMorgan European Investment Trust, JPMorgan Asset Management, joined Share Radio's Juliette Foster.
Guests: Stephen Macklow-Smith
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Original Broadcast: The Weeks Update
The new PM Theresa May stressed that Article 50, which gives EU member states a two year window to leave the bloc, would not be invoked this year. However choosing when to activate Article 50 is only part of the story. Could the UK negotiate the terms of a BREXIT and the shape of a future trade relationship, at the same time? What about the business community? Could British and foreign companies exit these shores if the uncertainty drags on? Jan Toporowski is Professor of Finance & Economics at the School of Oriental and African Studies, at the University of London. He joined Juliette in the studio along with Professor John Weeks, Share Radio's regular economics commentator.
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Original Broadcast: The Investment Hour with Juliette Foster
The uncertainty over how Britain will negotiate its exit from the EU and the shape of any resulting trade deals may be a headache for politicians but for fund managers the challenges are equally daunting. How should a portfolio be re-weighted? Where are the best safe havens - assuming there are any? And what advice is there for investors who may be feeling spooked by all the uncertainty? Well one person familiar with those issues is Gary Waite, Portfolio Manager for Walker Cripps Investment Management and Gary joins Juliette Foster in the studio.
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Original Broadcast: The Investment Hour with Juliette Foster
Investment Perspectives: As you've been hearing in the news, the International Monetary Fund has warned that Europe faces severe economic and political damage if Britain votes to leave the EU in June's upcoming referendum. In its latest global update the IMF claimed a BREXIT would disrupt established trading relationships and cause "major challenges" for both the UK and the rest of Europe. Campaigners who want Britain to leave Europe say that IMF forecasts about Britain and other countries had been "consistently wrong" and that the biggest risks were "remaining in an unreformed EU". Arguments over whether Britain should stay in our out of Europe are of limited help to investors looking to position their financial portfolios in the run up to the vote. So where are the safe havens to put the money? Is it worth making any plans or should investors just sit tight and see how the drama plays out? Nizam Hamid, ETF Strategist at WisdomTree Europe and he joins Investment Perspectives presenter Juliette Foster, in the studio.
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Original Broadcast: The Weeks Update
Its been almost four months since Spain's general election resulted in the radical left wing "Podemos" party holding the balance of power in the country's traditional two party system. Europe's governing elites could only look on as Spaniards - tired of corruption scandals, relentless austerity and high unemployment - defied convention to embrace a party that had only been around for less than two years. However election euphoria soon gave way to political stalemate and this week Podemos members are expected to vote on whether the party should support or oppose a deal to form a coalition government. Failure to cut an agreement could see Spain heading back to the polls in June. Joining Juliette Foster of Investment Perspectives in the studio is Doctor Carlos Oya of the University of London, and Professor John Weeks Share Radio's regular economics commentator.
Guests: John Weeks
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Original Broadcast: The Investment Hour with Juliette Foster
Europe's equity markets got off to a rocky start in the New Year thanks to low inflation, weak growth and uncertainty over whether central bank strategies to reverse the dynamics are actually working. The volatility isn't likely to go away anytime soon - making it difficult to locate the best places to invest cash. They are out there - as long as you know where to look and one person who does is Wei Li, head of EMEA investment strategy at iShares, BlackRock.
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Original Broadcast: The Investment Hour with Juliette Foster
Tim Edwards, Senior Director of Investment Strategy at S&P/Dow Jones Indices, gives his thoughts on the Eurozone
Guests: Tim Edward
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