PA ANALYSIS: EM argument growing despite Trump slump

PA ANALYSIS: EM argument growing despite Trump...

One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.

Published : 1, Dec 2016
PA ANALYSIS: How many more skeletons in the bank vaults after RBS stress test fail?

PA ANALYSIS: How many more skeletons in the bank...

Just when you thought it was safe to dip your toes back into the murky waters of banking stocks, so comes another stress test.

Published : 30, Nov 2016
PA ANALYSIS: Will the Fed turn its back on the world next year?

PA ANALYSIS: Will the Fed turn its back on the...

With a December interest rate rise now close to certain, investors will no longer be trying to assess when the Federal Reserve will raise rates next, but what the path will be after this.

Published : 29, Nov 2016
PA ANALYSIS: Is Barclays’ new platform the start of Fintech 2.0?

PA ANALYSIS: Is Barclays’ new platform the start...

Barclays’ announcement on Monday that it has launched an execution-only platform should come as no surprise. But, it should serve as a reminder to wealth managers not to get too complacent.

Published : 28, Nov 2016
PA ANALYSIS: Black Friday zombies should reassure investors

PA ANALYSIS: Black Friday zombies should reassure...

As bargain-hungry consumers trail around the shops on both sides of the Atlantic elbowing each other out of the way to grab a heavily discounted television set on what is dubbed Black Friday, the data being generated by the combination of all these purchases is decidedly robust.

Published : 25, Nov 2016
PA ANALYSIS: Could gorging on US equities be too much of a good thing this Thanksgiving?

PA ANALYSIS: Could gorging on US equities be too...

As Americans get stuck into their Thanksgiving day celebrations the rest of the world still has its eye on the investment ball and some may be weighing up whether, just as with food, you can have too much of a good thing.

Published : 24, Nov 2016
PA ANALYSIS: Pragmatic Hammond and the art of the possible

PA ANALYSIS: Pragmatic Hammond and the art of...

Anyone hoping for infrastructure spending plans on a Trumpian scale was disappointed on Tuesday by what most commentators described as a cautious and pragmatic Autumn Statement from Philip Hammond.

Published : 23, Nov 2016
PA ANALYSIS: Value vs growth not a black and white issue

PA ANALYSIS: Value vs growth not a black and white...

Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.

Published : 22, Nov 2016
PA ANALYSIS: It is time for active managers to leave benchmarks behind

PA ANALYSIS: It is time for active managers to...

Benchmarks are a vital part of the asset management sector. Funds are measured against them, bonuses worked out in relation to them and entire sectors of the industry predicated upon them. But, if recent trends are extrapolated outwards, the days of the benchmark in its current form should be numbered.

Published : 21, Nov 2016
PA ANALYSIS: FCA report puts closet trackers on the rack

PA ANALYSIS: FCA report puts closet trackers on...

Unsurprisingly, most of the responses hitting the inboxes of industry journalists through the course of an otherwise quiet Friday began with “welcoming” messages to the FCA interim report on the asset management industry.

Published : 18, Nov 2016
PA ANALYSIS: Should bears buy bond proxies on weakness?

PA ANALYSIS: Should bears buy bond proxies on...

If a week is a long time in politics, then in markets it can make or break a trader, while heightening the contrarian instincts of investors with a longer-term view.

Published : 17, 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
PA OPINION: Why the dollar bulls are mistaken

PA OPINION: Why the dollar bulls are mistaken

The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.

Published : 15, Nov 2016
PA ANALYSIS: Should you be topping up UK equities?

PA ANALYSIS: Should you be topping up UK equities?...

As another busy week for British company results kicks off it could be a good time to take the plunge on raising a United Kingdom equities allocation.

Published : 14, Nov 2016
PA ANALYSIS: With the election over Trump risk heads east

PA ANALYSIS: With the election over Trump risk...

Winter is coming, but instead of flying south the flock of black swans that has pecked away at 30 years of globalisation this year is heading east toward Europe.

Published : 11, Nov 2016
PA ANALYSIS: Volatility here to stay in the age of the ‘Toblerone’ market

PA ANALYSIS: Volatility here to stay in the age...

Ever get the feeling you’ve been cheated? As I write, the masses are rebelling against a momentous decision that has thrown the free world off its axis… and that’s just the changing shape of the Toblerone.

Published : 10, Nov 2016
PA ANALYSIS: Inflationary fears as Trump victory spooks bond investors

PA ANALYSIS: Inflationary fears as Trump victory...

Bond investors are strapped in for an explosive month ahead as more questions were raised over the next Fed rate rise, following today’s US election result.

Published : 9, Nov 2016
Is the Trump inspired dollar slide over already?

Is the Trump inspired dollar slide over already?...

As Donald Trump’s win in the presidential election became inevitable overnight, the dollar fell against other major currencies but this was quickly reversed following his conciliatory victory speech.

Published : 9, Nov 2016
PA ANALYSIS: Don’t worry, plenty more political twists to come

PA ANALYSIS: Don’t worry, plenty more political...

Election day in America has finally arrived and the world is busy digesting the outcome, but if you are going to miss dawn-to-dusk political coverage do not despair, there are plenty more twists and turns to come.

Published : 8, Nov 2016
PA OPINION: Greater diversity cannot come soon enough

PA OPINION: Greater diversity cannot come soon...

There is an aspirational timbre to the slogan “Make America great again” that belies its dog-whistle like nature.

Published : 7, Nov 2016

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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...

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