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Investment strategies: Brexit

Investment strategies: Brexit

Prospects for the UK may be less than clear before Brexit negotiations begin, but what can be agreed is that opinion is divided when it comes to UK assets.

Published : 21, Feb 2017
PA Wealth Manager Awards: C.Hoare & Co's Rob Jeffree

PA Wealth Manager Awards: C.Hoare & Co's Rob Jeffree...

Rob Jeffree, CIO at C.Hoare & Co talked to Portfolio Adviser ahead of the 2017 PA Wealth Manager Awards.

Published : 6, Feb 2017
PA Wealth Manager Awards: Coutts' Alistair Jex

PA Wealth Manager Awards: Coutts' Alistair Jex...

Coutts' Alistair Jex offers some views on the biggest opportunities and risks facing investors at the moment.

Published : 3, Feb 2017
Wealth managers weigh in on the Trump rally

Wealth managers weigh in on the Trump rally

At the 2017 PA Wealth Manager awards the team took the opportunity to quiz four of this year's winning wealth managers on the prospects for a Trump-inspired US equities market.

Published : 3, Feb 2017
PA Podcast: Manager mojo and the Trump rally

PA Podcast: Manager mojo and the Trump rally

This week, Investment Quorum CEO, Lee Robertson discusses how to avoid managers that have lost their mojo, why he still likes the US and how to use technology to grow one's client base.

Published : 2, Feb 2017
Heartwood ready to pounce on short term disappointment

Heartwood ready to pounce on short term disappointment...

The potential for short term disappointment within markets at present is strong, argues David Absolon.

Published : 26, Jan 2017
Portfolio dynamism increasingly important as political risk looms

Portfolio dynamism increasingly important as political...

The biggest risk looming in markets is an abrupt change in the positive sentiment currently holding sway says Amadeo Alentorn.

Published : 26, Jan 2017
Don’t let European politics distract from the China question – Merricks

Don’t let European politics distract from the...

The biggest risk facing markets in 2017 is the relationship between the US and China, says Andrew Merricks, head of investments at Skerritts.

Published : 26, Jan 2017
Coming bond volatility remains 2017’s biggest risk - Hughes

Coming bond volatility remains 2017’s biggest...

The Trump rally continues to inspire equity market confidence, but bond markets have not lost their ability to scare investors says AJ Bell’s Ryan Hughes.

Published : 25, Jan 2017
Burdett big on Japan

Burdett big on Japan

With a strong earnings outlook and a still improving dividend payout ratio, Japan ticks a lot of investment boxes.

Published : 24, Jan 2017
Investment Strategies: How to tackle fixed income this year

Investment Strategies: How to tackle fixed income...

With the potential for a number of macro and political changes, Portfolio Adviser looks at how to tackle fixed income in 2017

Published : 24, Jan 2017
PA Podcast: In search of a fixed income battle plan

PA Podcast: In search of a fixed income battle...

David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.

Published : 19, Jan 2017
Fund trends: European equities

Fund trends: European equities

A return to the value style is gaining traction but, with a host of continental elections on the horizon, European banks may be cheap for a reason  

Published : 18, Jan 2017
The dollar rally is just getting started – Pal

The dollar rally is just getting started – Pal...

The dollar could rise as much as 30% further from current levels said Raoul Pal on Tuesday, pushed further by a funding shortfalls and the move toward protectionism.

Published : 12, Jan 2017
PA Video Insight: US investment outlook

PA Video Insight: US investment outlook

The real impact of Donald Trump as President of the US will not be felt until he and his team implement their various social, economic, foreign and financial policies.

Published : 6, Dec 2016
Are financials still a contrarian bet?

Are financials still a contrarian bet?

As most investors will have exposure to the financial sector despite the 2008 crash, how can upping your weighting still be considered a contrarian call?

Published : 21, Nov 2016
PA Podcast: Bond capitulation and the case for UK equities

PA Podcast: Bond capitulation and the case for...

European Wealth's Richard Stammers and Nigel Marsh discuss why they like UK equities and why the Trump-led bond rout may not be a bad thing.

Published : 18, Nov 2016
PA ANALYSIS: Absolute return disappointment leaves cautious investors in a fix

PA ANALYSIS: Absolute return disappointment leaves...

Asset allocators moved materially back into fixed income in the third quarter, often at the expense of absolute return funds, Natixis said on Wednesday.

Published : 16, Nov 2016
Active currency decisions a must in current environment - Natixis

Active currency decisions a must in current environment...

Right now, which currency share class you choose is a much more material allocation decision than the call on the asset class itself, Natixis said on Wednesday.

Published : 16, Nov 2016
The Brexit debate: What exactly do we know?

The Brexit debate: What exactly do we know?

As the British government struggles to trigger an exit from the European Union, fund distribution heads at some of the biggest names in the industry share their thoughts on the implications for their UK and European operations.

Published : 3, Nov 2016

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PA ANALYSIS: The battle for financial services as Brexit gets real
PA ANALYSIS: The battle...

Remembered as England’s “largest and bloodiest” encounter,...

Five funds to hold alongside Woodford
Five funds to hold alongside...

Unless you’ve been living on Mars for the past couple...

Woodford’s flagship fund finds footing; smashes £10bn mark
Woodford’s flagship fund...

Neil Woodford’s flagship fund found its footing in...

Morningstar downgrades Jupiter fund, due to “extreme underperformance”
Morningstar downgrades...

Morningstar analysts demoted Jupiter’s UK Growth fund,...

Inflation reaches 2.3% - highest level since 2013
Inflation reaches 2.3%...

February saw UK headline CPI rise to 2.3% - its highest...

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