Macroeconomic shocks: Hear no evil

Macroeconomic shocks: Hear no evil

Though 2016 was littered with political surprises, markets begin 2017 in buoyant mood. Would investors be well advised to close their ears to the news chatter?

Published : 16, Jan 2017
PA Podcast: Is it time to rethink absolute return?

PA Podcast: Is it time to rethink absolute return?...

John Husselbee, head of Liontrust's multi-asset team joins us to talk expectations for 2017, the case for bond allocations and why it might be time to reassess absolute return.

Published : 13, Jan 2017
Is it time to take a fresh look at convertibles?

Is it time to take a fresh look at convertibles?...

Given how far markets traveled in 2016, coupled with the expected rise in interest rates, putting money in bonds right now might feel uncomfortable.

Published : 13, Jan 2017
New president breathes life into Argentine economy

New president breathes life into Argentine economy...

We often find ourselves in countries that are either at an early stage of development, battling with multiple economic challenges, or, in the case of Argentina, instilled with potential but trying to emerge from political and economic doldrums.

Published : 11, Jan 2017
Europe: Cheap but most definitely not cheerful

Europe: Cheap but most definitely not cheerful...

Whilst the FTSE 100 and the Dow Jones have been making new all time highs, the European bourses have been languishing.

Published : 10, Jan 2017
Still more opportunity to be found in Argentina

Still more opportunity to be found in Argentina...

We often find ourselves in countries that are either at an early stage of development, battling with multiple economic challenges, or, in the case of Argentina, instilled with potential but trying to emerge from political and economic doldrums.

Published : 5, Jan 2017
Blurred lines of value and growth

Blurred lines of value and growth

The value versus growth debate rages on, but the lines are blurred and investors must deal with this ambiguity head on says T Bailey Asset Management's Peter Askew.

Published : 3, Jan 2017
Israel proves countries must innovate to accumulate

Israel proves countries must innovate to accumulate...

Rather than worry at a time of political change, I recently took a few days away from the screens to visit Israel for the first time, meeting innovative companies and soaking up the atmosphere.

Published : 22, Dec 2016
Robin Geffen: How I’m positioning for 2017

Robin Geffen: How I’m positioning for 2017

The world has changed since 8 November. Who knows how Mr Trump’s presidency will unfold but, as investors, we’d emphasise one important development already underway – the electrotherapeutic shocking of the investment community out of a stale and pessimistic collective mindset that has dominated during the past few years, but which we believe has made no sense at all.

Published : 20, Dec 2016
Buckle up for the year ahead

Buckle up for the year ahead

Bamboozling bond markets, battles over valuations and questions about the real impact of politics on markets, the next 12 months are gearing up to be one hell of a ride

Published : 20, Dec 2016
Is the market being manipulated by central bank intervention?

Is the market being manipulated by central bank...

James Mahon, CEO of Church House Investment Management, asks whether the risk metrics the investment industry relies on are robust enough.

Published : 19, Dec 2016
Now is not the time for unbridled optimism!

Now is not the time for unbridled optimism!

Back in August, the title of this monthly column was ‘The Only Way is Up’. For once I was right. While the political elite are falling from grace markets have continued their relentless march upwards this year.

Published : 13, Dec 2016
Ways to solve the current bond conundrum

Ways to solve the current bond conundrum

Short duration or long duration? That is the question. And the answer, for past few years, has been 'long'. It's worked a treat for some. Could things be about to change or is the raging 30-year plus bull market going to go on for longer?

Published : 18, Nov 2016
May's mission to India highlights opportunity for investors

May's mission to India highlights opportunity...

Theresa May’s visit to India is her first trade mission as Prime Minister and an important one for the UK as it looks beyond Europe.

Published : 7, Nov 2016
Just how green is ESG investing?

Just how green is ESG investing?

Environmental, social and governance investing may be a burgeoning global business but do investors really know how green their investments are?

Published : 4, Nov 2016
PA Video Insight: Fixed income opportunities abound if you look hard enough

PA Video Insight: Fixed income opportunities abound...

Despite lofty valuations in certain parts of the market, there remain opportunities if one is willing to do the credit work.

Published : 28, Oct 2016
The changing fortunes of global currencies

The changing fortunes of global currencies

Whilst we were all eagerly hoping to get a new polymer £5 note in our change from the supermarket a couple of weeks ago, another currency was also also making a 'first' appearance of sorts: the Chinese yuan was added to the global reserve basket.

Published : 19, Oct 2016
Looking for value doesn’t make me a contrarian

Looking for value doesn’t make me a contrarian...

I’ve always seen the word ‘contrarian’ as going against popular opinion but when I invest I’m simply looking at some of the other characteristics of a stock that others might ignore.

Published : 29, Sep 2016
The future is bionic not robo

The future is bionic not robo

The jury is still out on whether the Big Bang deregulation of the UK’s financial services industry in the 1980s was a good thing or not. Some say it sowed the seeds of the Great Financial Crisis; others claim that it freed capital to flow to where it naturally should.

Published : 23, Sep 2016
Boutiques can steal a march on bigger rivals through technology

Boutiques can steal a march on bigger rivals through...

In a world where people are comfortable using their smartphone for everything from online banking to booking a holiday, asset managers – both large and small – can no longer afford to ignore the possibilities of digital technology.

Published : 22, Sep 2016
Brewin takeover to result in axing of Duncan Lawrie research team
Brewin takeover to result...

The Duncan Lawrie Asset Management research team is...

Bulls vs Bears: Which side to take on UK stocks?
Bulls vs Bears: Which...

With the FTSE at an all time high but Brexit uncertainties...

Brewin Dolphin hires Barclays Wealth man
Brewin Dolphin hires...

Godfrey Cromwell, a former Barclays Wealth banker,...

May reveals Brexit plan as inflation jumps and Carney hints at rate rise   
May reveals Brexit plan...

Inflation in the United Kingdom economy climbed to...

PA ANALYSIS: Don’t forsake liquid alts just yet
PA ANALYSIS: Don’t forsake...

Finding well-priced defensive assets has been a key...

OTHER STORIES FROM LAST WORD...