M&A: the 'new normal' in UK asset management

M&A: the 'new normal' in UK asset management

The merger of Standard Life and Aberdeen is a sign of the times in asset manager consolidation, but who will be the winners and losers from the trend?

Published : 21, Apr 2017
Asian equities defy Trump

Asian equities defy Trump

Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.

Published : 20, Feb 2017
Defensive strategies: Don’t look down

Defensive strategies: Don’t look down

Whether we are seeing real euphoria or not in markets is debatable but, either way, when fear of a downward shift is in the air, choosing the right defensive assets can be problematic.  

Published : 17, Feb 2017
PA Podcast: Post-crisis memory and asset allocation in a post-Trump world

PA Podcast: Post-crisis memory and asset allocation...

Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise.

Published : 16, Feb 2017
A bright future for biotech?

A bright future for biotech?

New products, strong finances and robust growth: the fundamental strength of the biotech sector was plain to see at JP Morgan's annual conference for healthcare investors, but it was shrouded by the current political environment.

Published : 3, Feb 2017
Capitalising on active share in a low return world

Capitalising on active share in a low return world...

There are many different measures one can use to assess a fund, but no single one can exclusively and conclusively determine a fund’s ability to outperform its respective benchmark, Marcus Blyth looks at why.

Published : 1, Feb 2017
Viewpoint: The big asset allocation calls in 2017

Viewpoint: The big asset allocation calls in 2017...

With investors sniffy about both bond and equity valuations, 2017 will be harder than ever to make clear asset allocation calls.

Published : 27, Jan 2017
Making the case for vertical integration in UK wealth management - Polin

Making the case for vertical integration in UK...

Jonathan Polin, Group CEO of Sanlam UK, discusses his plans for the business in 2017, the importance technology and lays out the case for vertical integration.

Published : 26, Jan 2017
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
PA ANALYSIS: Buyer beware best buy 'affiliated' funds?
PA ANALYSIS: Buyer beware...

Is there a potential conflict of interest arising from...

PA ANALYSIS: Preparing for a market correction – hedge or diversify?
PA ANALYSIS: Preparing...

The bulls and bears are out in force, divided over...

PA ANALYSIS: What’s going on at 'disappointing' Sanditon?
PA ANALYSIS: What’s going...

Sanditon Asset Management’s CEO has leapt to the defence...

OTHER STORIES FROM LAST WORD...