Buxton bullish on 'mid-cycle' rally; uneasy over sterling 'safety valve'

Buxton bullish on 'mid-cycle' rally; uneasy over...

Old Mutual Global Investors CEO Richard Buxton is less worried about politics in Europe, the US or the UK than he is about sterling being the UK's only safety valve post-monetary policy.

Published : 21, Apr 2017
'Spectre of inflation' puts pressure on UK retail

'Spectre of inflation' puts pressure on UK retail...

The UK retail sector's widening gap between food and non-food sales hints at future hardships as inflation weighs on consumers' disposable income.

Published : 11, Apr 2017
Brooks Macdonald: No full recovery in UK investment

Brooks Macdonald: No full recovery in UK investment...

While Q1 2017 was “generally positive for most asset classes,” Brooks Macdonald warned a full recovery in UK business investment is unlikely.

Published : 7, Apr 2017
Why investors are wrong about sterling

Why investors are wrong about sterling

As the world waits for the letter that will initiate Brexit to reach Brussels, there are analysts predicting the pound will rally in the short-term.

Published : 29, Mar 2017
Investors ‘risk playing it too safe’ as PM signs Article 50 letter

Investors ‘risk playing it too safe’ as PM signs...

The biggest risk facing investors is playing it too safe amid the Brexit process, according to the chief investment officer of Kames Capital.

Published : 29, Mar 2017
Asset managers fear hit to profits; consider passive launches

Asset managers fear hit to profits; consider passive...

A group of asset managers surveyed by Portfolio Adviser unanimously agreed that the industry will become less profitable over the next three years.

Published : 28, Mar 2017
Too late for actives as passive 'genie' escapes bottle for good

Too late for actives as passive 'genie' escapes...

Passive momentum is unlikely to slow even if active management performance improves, says Cantor Fitzgerald director of equity research financials Keith Baird.

Published : 17, Mar 2017
Chinese equities overtake the Trump train

Chinese equities overtake the Trump train

China left the US in the dust last month and was the best performing region of the MSCI All Country World Index (ACWI), while France and Germany crawled behind.

Published : 6, Mar 2017
Dollar/yuan disparity ‘biggest concern’ for global assets – Andrews Gwynne

Dollar/yuan disparity ‘biggest concern’ for global...

A robust dollar could have nasty implications for global assets but China is particularly at risk, said Andrews Gwynne partner Mark Smith.

Published : 3, Mar 2017
PA ANALYSIS: America first, European and British exporters last?

PA ANALYSIS: America first, European and British...

While President Donald Trump said very little on trade policy during his address to Congress on Tuesday, his ‘America First’ mantra rang clear. But where does that leave European and British exporters?

Published : 1, Mar 2017
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

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