PA ANALYSIS: Fear inflation, stagflation, or stagnation?

PA ANALYSIS: Fear inflation, stagflation, or stagnation?...

Some believe the bond markets point to stagflation rather than inflation, but other managers raise different concerns.

Published : 24, Mar 2017
PA ANALYSIS: Trust mergers - does size always matter?

PA ANALYSIS: Trust mergers - does size always...

Threadneedle UK Select trust (UKT) shareholders can look forward to a higher level of income as it looks set to merge into Henderson High Income (HHI) over the summer.

Published : 23, Mar 2017
PA ANALYSIS: Europe the saviour as US market slumps?

PA ANALYSIS: Europe the saviour as US market slumps?...

Although European stocks have gotten caught in the cross-hairs of Wednesday's Trump trade downturn, with the earnings recovery underway, it would be a mistake for investors to discount them.

Published : 22, Mar 2017
PA ANALYSIS: Fixed maturity funds – has the opportunity passed?

PA ANALYSIS: Fixed maturity funds – has the opportunity...

2016 saw some highly successful launches of fixed maturity bond funds as investors took the opportunity to lock in attractive yields combined with reduced duration risk.

Published : 21, Mar 2017
PA ANALYSIS: The battle for financial services as Brexit gets real

PA ANALYSIS: The battle for financial services...

Remembered as England’s “largest and bloodiest” encounter, the Battle of Towton of 29 March 1461 gave the country a new monarch and deepened divisions that would not be healed for decades.

Published : 20, Mar 2017
PA ANALYSIS: The price ain’t right as investors focus on fees but forget valuations

PA ANALYSIS: The price ain’t right as investors...

Getting value for money is the topic dominating the funds industry today, but on two different fronts.

Published : 16, Mar 2017
PA ANALYSIS: Is Wood leaving JOHCM UK Opps in equally cautious hands?

PA ANALYSIS: Is Wood leaving JOHCM UK Opps in...

As John Wood prepares to pass his £1.8bn JOHCM UK Opportunities Fund from his cautious hands into those of his two co-managers, fund selectors are relieved to hear of a fair succession plan.

Published : 15, Mar 2017
PA ANALYSIS: Dutch elections first gauge of EU populist fever

PA ANALYSIS: Dutch elections first gauge of EU...

The Dutch elections are unlikely to result in the populist, anti-EU Freedom Party (PVV) taking power. But the elections are important for another reason.

Published : 14, Mar 2017
PA ANALYSIS: Yarrow, Stick and co leading defensives revival

PA ANALYSIS: Yarrow, Stick and co leading defensives...

Much has been made of UK investors’ supposed rotation into cyclicals, but it has been noticeable how more defensively minded stockpickers have returned to form in 2017.

Published : 13, Mar 2017
PA ANALYSIS: Are inflation-linkers the right answer to reflation?

PA ANALYSIS: Are inflation-linkers the right answer...

Inflation-linked bonds have been a popular trade in recent months, and investors plan to continue buying more as inflation expectations are being revised upwards. But can you really tame the spirits of reflation with inflation-linkers?

Published : 10, Mar 2017
PA ANALYSIS: Is growth upgrade as rosy as it seems?

PA ANALYSIS: Is growth upgrade as rosy as it seems?...

The forecast for UK growth saw its “biggest upward revision”, a “boost” to the UK Treasury and even “soared” on Tuesday, at least according to the headline reaction to the latest OECD numbers, but is the picture as rosy at it seems?

Published : 7, Mar 2017
PA ANALYSIS: How ‘most influential’ Tulloch delivered in volatile Asian markets

PA ANALYSIS: How ‘most influential’ Tulloch delivered...

Angus Tulloch has been a name synonymous with Asian investing since the emerging region was in chrysalis stage, and so will be greatly missed in his retirement.

Published : 3, Mar 2017
PA ANALYSIS: Fed poised to act but no bond ‘bloodbath’

PA ANALYSIS: Fed poised to act but no bond ‘bloodbath’...

Treasury yields saw their largest one-day increase for over three months on Wednesday, but is the Fed right to be hawkish, and what does this mean for the bond bull market?

Published : 2, Mar 2017
PA ANALYSIS: Time to buy in to record-high equities?

PA ANALYSIS: Time to buy in to record-high equities?...

The MSCI World keeps breaking records, powered by a seemingly unstoppable US equity rally. Is it a good idea to up your allocation when markets are at a record high, or should you take a contrarian stance?

Published : 28, Feb 2017
PA ANALYSIS: The only way is up for EMD?

PA ANALYSIS: The only way is up for EMD?

Invesco Perpetual’s new Global Emerging Markets Bond Fund seems to be well timed to take advantage of investors’ broad structural underweight to the asset class.

Published : 27, Feb 2017
PA ANALYSIS: Small cap funds - golden boys of European equities?

PA ANALYSIS: Small cap funds - golden boys of...

European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?

Published : 24, Feb 2017
PA ANALYSIS: “Irrational” Bank of England must raise rates

PA ANALYSIS: “Irrational” Bank of England must...

For MPC member Gertjan Vlieghe to admit that the Bank of England is in no position to predict the next recession was a brave call, but do policy makers have the courage to hike rates?

Published : 23, Feb 2017
PA ANALYSIS: US equities – the Trump honeymoon period lasts

PA ANALYSIS: US equities – the Trump honeymoon...

A little over a month into Donald Trump’s presidency, US equity indices are at record highs and money keeps flowing into the asset class. Are markets right to be sanguine?

Published : 22, Feb 2017
PA ANALYSIS: What's next after Unilever snubbed Kraft Heinz?

PA ANALYSIS: What's next after Unilever snubbed...

As Unilever chief executive Paul Polman pushed the potentially record-breaking $143bn approach by Kraft Heinz off the table on Friday (17 February), a knee-jerk media frenzy suggested that the vulture might continue to circle.

Published : 21, Feb 2017
PA ANALYSIS: Buckle up for bank results week

PA ANALYSIS: Buckle up for bank results week

This week a raft of results releases from the major United Kingdom banks and some other financials should provide valuable insight into the health of the financial sector, and perhaps the UK economy in general.

Published : 20, Feb 2017

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Inflation reaches 2.3% - highest level since 2013
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