Tuesday, 1 July 2014

Barclays, TUI Travel, housebuilders, retailers and geopolitical fear

This will be another week to forget for Barclays after more controversy embroiled the firm. Shares fell following news that New York’s special securities regulator was to sue the bank for allegedly misleading its institutional investors using its “dark pools” in favour of high frequency traders. The idea of a dark pool is that it allows investors to be anonymous when they trade big blocks of shares. Barclays’ shares were weaker over fears for the imposition of fines as well as a loss to future business and yet more damage to its reputation.

TUI Travel, which has its headquarters in Crawley, found some strength following news that the group was to enter an all-share merger with its German parent company TUI AG.

Housebuilders, such as Persimmon and Barratt Developments, were generally relieved to hear of softer than expected measures from the Bank of England to cool the housing market. This news temporarily lifted pressure on the sector that had been braced for potential reactionary measures under increasing political pressures.

Burberry was another share that found some strength, supported by an upbeat research note on the luxury goods retailer from Barclays noting the smooth transition of management. However, the same broker was less enthusiastic about fellow retailer Marks & Spencer informing their clients that “consistent clothing market share losses undermine the management’s turnaround plan”. They claimed that those investors expecting M&S to buy back shares, boost its dividend, or receive a takeover approach by a private equity group are likely to be disappointed.


Despite some positive news for the economy, most markets had a flat week.  In months past we would have attributed it to fears of earlier rate hikes but instead this is being described as a response to fears of escalation in the Middle East. Geopolitics seems to have trumped monetary policy and a Chinese slowdown as the greatest fear on the minds of investors as evidence by a number of recent investor surveys.

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