Vantage Point

Giving you the latest view of the news and markets

What’s in the news shows the top ten most mentioned themes relevant to financial markets in order of their ranking at the date shown. The bar height shows the frequency of the coverage of each theme in the news for each of the last 13 weeks, with the furthest right bar representing the most recent ranking. The colour of the … read more

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As safe as houses… (again)?

House price growth vs earnings growth

UK housing market data suggests the UK once again finds itself in a cycle of consumer spending supported by credit rather than wage gains. Is history repeating itself?

Peter Hensman, global strategist at Newton.

UK housing market data suggests the UK once again finds itself in a cycle of consumer spending supported by credit rather than wage gains. Is history repeating itself? Peter Hensman, global strategist at Newton.

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Vantage Point

Giving you the latest view of the news and markets

What’s in the news shows the top ten most mentioned themes relevant to financial markets in order of their ranking at the date shown. The bar height shows the frequency of the coverage of each theme in the news for each of the last 13 weeks, with the furthest right bar representing the most recent ranking. The colour of the … read more

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The beginning of a long-term recovery?

The recent political and economic turnaround in Japan is only the beginning of a long-term economic recovery. With unprecedented political will and support for reform firmly in place, Japan is at a major inflection point with the government and BoJ hell-bent on reversing the yen’s strength and deflation, the two major causes of 20 years of stagnation.

Miyuki Kashima, head of BNY Mellon Investment Management’s Japan equity team.

The recent political and economic turnaround in Japan is only the beginning of a long-term economic recovery. With unprecedented political will and support for reform firmly in place, Japan is at a major inflection point with the government and BoJ hell-bent on reversing the yen’s strength and deflation, the two major causes of 20 years of stagnation. Miyuki Kashima, head … read more

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