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
UK equities: The wind of change

UK equities: The wind of change

UK equities have shocked many with their resilience this year, particularly since the Brexit vote, but that does not mean all funds within the UK All Companies sector have delivered the goods

Published : 20, Sep 2016
Are we nearly there yet?

Are we nearly there yet?

With children now back at school and pubs starting to put up the Christmas decorations (I kid you not), the summer holidays already seem like a long time ago and the constant cries of 'are we nearly there yet' - only to have the little darlings fall asleep 20 minutes before you finally reach the destination - a distant memory.

Published : 15, Sep 2016
Absolute Engagement's tips on how to engage with clients

Absolute Engagement's tips on how to engage with...

In the first in a series of three, Julie Littlechild, founder of Absolute Engagement, explores the importance of advisers and clients working together to enhance customer engagement.

Published : 5, Sep 2016
Brexit impact extends well beyond Europe - RLAM's Greetham

Brexit impact extends well beyond Europe - RLAM's...

The Brexit conversations rumble on. What is the impact on the UK? Or the rest of the EU? This debate has been raging pretty much non-stop since the referendum campaign started and it will remain a live issue until the terms of the UK’s exit have been thrashed out and agreed.

Published : 2, Sep 2016
The only way is up! At least for now...

The only way is up! At least for now...

1988. Until Monday morning, when I woke up to the news that Adam Peaty had won in Rio, 1988 was the last time a British swimmer had won a gold medal.

Published : 10, Aug 2016
Monsoon season won't wash away opportunity in India

Monsoon season won't wash away opportunity in...

India’s rise in recent years to become the world’s fastest-growing large economy means that the following may come as a surprise to investors who aren’t familiar with the country: the weather has a profound effect on India’s economy, in numerous ways.

Published : 4, Aug 2016
Fixed income still vital to multi-asset portfolios

Fixed income still vital to multi-asset portfolios...

Despite its critics, the fixed income opportunity set has grown significantly since the financial crisis and is likely to continue to play a vital role in any multi-asset portfolio

Published : 15, Jul 2016
Will Abe's 'supermajority' lift Japan?

Will Abe's 'supermajority' lift Japan?

Whilst we've all been focused on Murry vs Raonic, May vs Leadsom, Hamilton vs Rosberg and Corbyn vs Eagle, something quite exciting happened in Japan this weekend: Shinzo Abe won a sweeping victory in Japan's upper house elections and now holds a 'supermajority' that supports a constitutional revision.

Published : 14, Jul 2016
PA Congress Insight: Opportunity rife in fantastically inefficient credit markets

PA Congress Insight: Opportunity rife in fantastically...

The popularity of strategic bond funds is partly predicated on the go-anywhere nature of the sector. But, says BlackRock’s Ben Edwards, this does not mean “go everywhere randomly at different times.

Published : 12, Jul 2016
UK robo-advice financially unviable, warns investment firm SCM

UK robo-advice financially unviable, warns investment...

UK robo-advisers are ‘wired’ to lose money and most will go bust before acquiring the sizeable assets under management needed to survive, a scathing new report has warned.

Published : 8, Jul 2016
M&A deals will continue to boost biotech

M&A deals will continue to boost biotech

At first glance, it seems large healthcare companies have lost interest in M&A. According to Dealogic, year-to-date deal volumes are 25% lower than for the same period last year.

Published : 6, Jul 2016
PA Podcast: Brexit, bonds and the unenthusiastic bull market

PA Podcast: Brexit, bonds and the unenthusiastic...

James Klempster, head of portfolio management at Momentum Global Investment Management discusses everything from where he is seeing value and the necessity to take risk to geopolitics and gold

Published : 23, Jun 2016

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