US tops newly-launched 'Political Stability Index'

US tops newly-launched 'Political Stability Index'...

Charles Stanley has launched a new Political Stability Index to help investors assess the level of risk in the major developed stock markets.

Published : 23, Feb 2017
PA Podcast: Why Trump is right about dollar strength

PA Podcast: Why Trump is right about dollar strength...

Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.

Published : 23, Feb 2017

Russell Investments' top five market-shaping themes...

David Vickers, senior portfolio manager of the Russell Investments Multi-Asset Growth Strategy, looks at the top five themes shaping markets this year.

Published : 20, Feb 2017

The top five contrarian plays of the year so far...

From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.

Published : 16, Feb 2017
Investors bullish on UK but gold craze confirms geopolitical fears

Investors bullish on UK but gold craze confirms...

UK investors showed a “renewed confidence” in British-based assets in February but the continued popularity of gold points to lingering fears over political tensions, according to Lloyds Private Bank.

Published : 15, Feb 2017
PA ANALYSIS: Sorting through the winners and losers post-Dodd Frank

PA ANALYSIS: Sorting through the winners and losers...

The dismantling of Dodd-Frank will give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.

Published : 9, Feb 2017
PA Podcast: Deflation’s demise and the durability of duration

PA Podcast: Deflation’s demise and the durability...

David Jane, head of multi-asset at Miton discusses why getting currency calls correct remains key, how he is thinking about duration and how he is allocating to real assets.

Published : 9, Feb 2017
Central bankers could be “trapped in a QE-forever cycle” - Bill Gross

Central bankers could be “trapped in a QE-forever...

Central bankers might never be able to overcome their dependency on QE, argued Janus Capital Group’s Bill Gross, but eventually the addiction will come to a head.

Published : 7, Feb 2017
PA ANALYSIS: Could mixed January jobs data derail the Fed’s plans?

PA ANALYSIS: Could mixed January jobs data derail...

The first US nonfarm payroll data since Donald Trump’s inauguration has made the Federal Reserve’s next rate moves harder to calculate, leaving investment professionals split on the US economy’s inflation trajectory.

Published : 3, Feb 2017
Trump flows show no sign of reversal but beware of ‘hippie daze’ - BAML

Trump flows show no sign of reversal but beware...

While investor sentiment on the US economy remains stubbornly bullish, this could give way to volatile conditions similar to those seen before the 1973 stock market crash, according to Bank of America Merrill Lynch.

Published : 3, Feb 2017
Cautious Fed suggests rate rises not guaranteed under Trump - Kames

Cautious Fed suggests rate rises not guaranteed...

The Federal Reserve’s decision to leave rates on hold last night surprised nobody, but according to Kames Capital’s Scott Jamieson it suggests investors may be wrong to assume a rate rise cycle is imminent.

Published : 2, Feb 2017
We could be only halfway through QE – Hermes’ Williams

We could be only halfway through QE – Hermes’...

Investors should brace themselves for years more of quantitative easing and low rates as we may “only be half way through”, according to Hermes Investment Management chief economist Neil Williams.

Published : 1, Feb 2017
Dollar strength: How much further can the rally go?

Dollar strength: How much further can the rally...

The US dollar has been rallying ever since mid-2014 and has had a further rise since President-elect Donald Trump won the election. What is driving this rally? Should we expect it to go further?

Published : 31, Jan 2017
Managers divided on UK investment outlook

Managers divided on UK investment outlook

There is a growing divide on the investment outlook for the UK, so we put it to our readers. Below are four answers to the question, Are you bullish on the prospects for the UK in 2017?

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
Time for UK investors to target China – Architas

Time for UK investors to target China – Architas...

With Chinese New Year around the corner and the steady opening up of the Asian country’s domestic markets, Architas investment director Adrian Lowcock said now could be a good time for UK investors to make a move, but urged caution.

Published : 24, Jan 2017
Divide grows on 2017 outlook

Divide grows on 2017 outlook

With investors sniffy about both bond and equity valuations, 2017 will be harder than ever to make clear asset allocation calls.

Published : 20, Jan 2017

Trump-quakes: reflation trade, jobs growth and...

As Donald J Trump prepares to assume the highest office in the United States, Portfolio Adviser reflects on the impact he has already had on global markets.

Published : 20, Jan 2017
Your cut-out-and-keep 'crisis diary' for 2017

Your cut-out-and-keep 'crisis diary' for 2017

Like swapping cocktails for jogging, a rally in gold is becoming a New Year's tradition. Eight times in the last 10 years gold rose against the Dollar in January. The previous four decades' strike rate was 48%.

Published : 19, Jan 2017
Will Trump create heaven or hell for the global economy?

Will Trump create heaven or hell for the global...

According to Psigma Investment Management CIO Thomas Becket, under President Trump we could get a version of Dante Alighieri’s Inferno, Purgatorio or Paradiso. The question is, which one?

Published : 17, Jan 2017

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