In this challenging and uncertain environment for fixed income investors, Fraser Lundie, co-head of credit at Hermes Investment Management, lays out six options for adapting bond portfolios to meet the challenges markets are presenting.
As the old strategy of “sell in May” has proved a failure thus far in 2016, Russ Mould, investment director at AJ Bell, looks at five indicators investors can use to judge whether there are further gains to be made or whether markets are entering bubble territory.
Is London's spot as the number one financial hub threatened and which financial centres will benefit the most from the United Kingdom's decision to leave the European Union? PA gathered views from the Mayor of London and three industry figures.
Over two and a half days, 40 of the UK's top wealth managers and fund buyers met and debated with leading fund groups, discussing everything from emerging markets to Brexit and beyond.
Based on recent Federal Reserve comments and movements in global equities markets, Fidelity Solutions outlines its latest asset allocation shifts.
Mirae has identified four multi-year themes from the striking rise of the aspirational consumer across Asia that will drive growth in emerging markets.
Following the turbulence of the first quarter, Eoin Murray, head of the Hermes Investment Office, believes that markets continue to be at risk of price spikes and falls, with volatility and liquidity risk being particularly concerning.
As the world wakes up to the new reality of extremely slow growth, there seems little doubt the returns investors became accustomed to during the ‘Great Moderation’ are a thing of the past.
Architas outlines four mechanisms that can be used to provide some protection against inflation.
Georgina Hellyer, portfolio manager at Columbia Threadneedle Investments, outlines the three hottest EM areas investors should be looking at right now.
Despite heavy outflows, there is still a good case for plumping for corporate bond funds over their more fashionable strategic cousins.
Leading wealth and fund managers came together under sunny-ish skies in West Sussex, to discuss the issues of the day at PA Autumn Congress 2015.
The great and the good of our industry gathered at South Lodge Hotel where Jeremy Paxman was among those who encouraged intense debate and discussion between fund managers on one hand and fund buyers, researchers and analysts on the other.
Former Governor of the Bank of England Lord King delivered the keynote address for PA Congress UK 2014 hosted at the South Lodge Hotel in Sussex.
Fund and wealth managers are still trying to understand the impact of the pension changes George Osborne made in his recent Budget. Richard Romer Lee suggests five funds that are already ahead of the game for those who need an ongoing supply of income.
Equity income investors are less risk tolerant when compared to other equity investors yet they still need to take a certain level of risk to generate this income given the low interest rate/low growth environment they live in.
A distinct difference in the investment environment this year compared to last is that there seems to be some clarity in the equity market, with stock pickers coming to the fore.
If you were burned by structured product losses during the financial crisis it is understandable you might be wary of the market. But there are some changes afoot which could warrant a second look.
The Duncan Lawrie Asset Management research team is...
With the FTSE at an all time high but Brexit uncertainties...
Godfrey Cromwell, a former Barclays Wealth banker,...
Inflation in the United Kingdom economy climbed to...
Finding well-priced defensive assets has been a key...