PA ANALYSIS: Nothing left to fear for sterling as eurozone drama looms?

PA ANALYSIS: Nothing left to fear for sterling...

As the unfolding political drama in the eurozone takes centre stage after the Brexit vote and the US election, has sterling begun its road to recovery?

Published : 2, Dec 2016
PA Podcast: Renzi, returns and the removal of 2016 from memory

PA Podcast: Renzi, returns and the removal of...

Peter Westaway, chief economist, for Europe at Vanguard Asset Management, discusses the import and possible consequences of the Italian referendum, how one should be thinking about bonds and what to look out for in 2017.

Published : 2, Dec 2016
Trump could sway Brexit negotiations – Franklin Templeton

Trump could sway Brexit negotiations – Franklin...

Donald Trump’s win may inspire further surprise political outcomes in Europe, according to Franklin Templeton.

Published : 29, Nov 2016
Caution advised for bond investors as Italy referendum looms

Caution advised for bond investors as Italy referendum...

Whereas equity markets have quickly shrugged off the result of the US presidential elections, peripheral bond spreads have widened since. Trump’s election seems to have reminded markets of the possible consequences of an Italian no-vote in next week’s referendum.

Published : 23, Nov 2016
UK rate cut on the cards despite inflation jump

UK rate cut on the cards despite inflation jump...

The Bank of England is likely to cut rates yet again in 2017 despite the return of significant inflation to the economy, according to UBS Wealth Management.

Published : 22, Nov 2016
Bond vigilantes could force Fed’s hand in 2017 - Edwards

Bond vigilantes could force Fed’s hand in 2017...

Bond vigilantes could force the Fed into two rate hikes in the first half of next year, Societe Generale’s Albert Edwards has warned.

Published : 17, Nov 2016
Platform sales plummet to lowest point since RDR – Fundscape

Platform sales plummet to lowest point since RDR...

Fund platform sales in the third quarter fell flat, despite decent asset growth among the top players, according to the latest Fundscape Platform Report.

Published : 16, Nov 2016
What China's debt pile and '80s England have in common

What China's debt pile and '80s England have in...

There are a number of parallels to be drawn between the current debt overhang in China and 1980’s Britain particularly in the north east says Robert Horrocks.

Published : 15, Nov 2016
Modi’s daring reform move gets little notice

Modi’s daring reform move gets little notice

Overshadowed by the US presidential election last week was a “bold and historic” move by the Indian government to ban 500 and 1000 rupee currency notes, which is expected to be “transformational” for the economy in the medium term, asset managers said.

Published : 15, Nov 2016
PA Podcast: Balanced portfolios in an unbalanced world

PA Podcast: Balanced portfolios in an unbalanced...

John Wyn Evans, head of investment strategy at Investec Wealth and Investment talks the Trump, general geopolitical risk and the importance of reducing one's return assumptions within balanced portfolios.

Published : 10, Nov 2016
Trump’s anti-immigrant, isolationist stance pumps up inflation expectations

Trump’s anti-immigrant, isolationist stance pumps...

President-elect Donald J Trump’s aggressive positions on immigration, infrastructure spending and isolationism could push up wage and core inflation, commentators fear.

Published : 10, Nov 2016
Markets shake off Trump triumph, but long-term risks loom

Markets shake off Trump triumph, but long-term...

The surprise US election victory by Donald Trump has greatly increased uncertainty, yet asset prices are now back at similar levels as just a couple of days ago when a Clinton victory looked more likely.

Published : 9, Nov 2016
60/40 allocation model has reached the ‘end of the road’ - JPM

60/40 allocation model has reached the ‘end of...

The static 60/40 stock-bond asset allocation model has run out of road argues JP Morgan’s Investment Management Solutions arm.

Published : 8, Nov 2016
Lloyds Private Bank trims US bonds in favour of UK and Japan

Lloyds Private Bank trims US bonds in favour of...

Lloyds Private Bank has reduced its exposure to United States bonds in favour of raising its United Kingdom and Japanese bonds allocations.

Published : 8, Nov 2016
US tracker popularity resilient despite election

US tracker popularity resilient despite election...

Tilney Bestinvest’s clients continued to put money into US tracker index funds in October despite markets being spooked by the potential outcome of the presidential election.

Published : 7, Nov 2016
PA Podcast: Taper tantrum, Trump and the outlook for EMD

PA Podcast: Taper tantrum, Trump and the outlook...

In this week's edition of the podcast, Kaan Nazli, emerging markets economist at Neuberger Berman discusses whether or not there is still room to run on the EM rally, where he is seeing opportunity in the debt space and how a Trump presidency could affect the market.

Published : 4, Nov 2016
A Trump win: A global fund factor analysis

A Trump win: A global fund factor analysis

Global markets are clearly jittery ahead of next week’s US presidential election.

Published : 3, Nov 2016
PA ANALYSIS: Weighing up White House risk

PA ANALYSIS: Weighing up White House risk

With less than a week to go before one of the most contentious presidential contests concludes, some market participants are ignoring the noise, but many are fretting over shocks to equity markets and the potential fallout from protectionist trade policies.

Published : 2, Nov 2016
Wealth managers split on opportunities presented by stalled Brexit scenario

Wealth managers split on opportunities presented...

Edinburgh-based wealth managers Simon Lloyd of Murray Asset Management and Charlotte Square Investment Managers’ William Forsythe have very different ideas about investment prospects in the United Kingdom and European Union post-Brexit, but neither think it will rival the shock of the 2008/2009 financial crisis.

Published : 31, Oct 2016
Government should do a reverse Osborne - Blanchflower

Government should do a reverse Osborne - Blanchflower...

Former MPC member, Professor Danny Blanchflower discusses why the UK government should move away from austerity.

Published : 31, Oct 2016

Sponsored Content

PA ANALYSIS: Is Barclays’ new platform the start of Fintech 2.0?
PA ANALYSIS: Is Barclays’...

Barclays’ announcement on Monday that it has launched...

PA ANALYSIS: EM argument growing despite Trump slump
PA ANALYSIS: EM argument...

One of the losers so far, from the election of Donald...

Hargreaves Lansdown hails its ‘biggest fund launch ever’
Hargreaves Lansdown hails...

The HL Select UK Shares Fund launch today has been...

PA ANALYSIS: Will the Fed turn its back on the world next year?
PA ANALYSIS: Will the...

With a December interest rate rise now close to certain,...

FTSE 100 falters as Ofcom orders BT split
FTSE 100 falters as Ofcom...

The index dipped by 0.53% to 6763 Tuesday morning as...

OTHER STORIES FROM LAST WORD...