Look at this week’s headlines on the FTSE 100, and rather than celebrate its heights commentators warn of a ‘bubble’ or a potential ‘40% fall’. The question is how do investors protect themselves?
Sterling’s reaction over the weekend to leaked portions of Theresa May’s speech on the UK’s Brexit plans, and its general trend since 23 June, meant few expected much strength from the pound on Tuesday.
As Prime Minister Theresa May gears up to deliver yet another speech on Britain’s European Union exit, a good case can be made that it is more important than ever for investors to have a long-term outlook when deciding on their UK and European equities allocations.
Finding well-priced defensive assets has been a key challenge for asset allocators in recent years faced, as they have been, with the tail-end of a 30-year bond bull market and the likely persistence of a ‘lower-for-longer’ world of meagre growth.
We all know Americans love their acronyms, just ask incoming POTUS Trump about his MAGA* ambitions, but the latest from Stateside investors is CRAP.
Portfolio Adviser is a little worried. If it were just me, I would chalk it up to a generalised glass half empty mindset and my attendance on Tuesday at Société Générale’s ‘Bear Fest’.
There’s an adage that markets don’t die of old age, but let’s hope this current bull run doesn’t turn into an OAP situation, that is, ‘ope and pray we don’t crash.
As Icarus found out to his cost, striking the balance between aspiration or confidence and hubris is crucial in many endeavours, with investing a prime example.
The massive moves in the renminbi in the past few days have wrong-footed China bears and underscored yet again the size of the role currencies are likely to play in investment returns this year.
Those still working their way through the remnants of the Christmas chocolates will recognise the problem…
Is Next’s share price plummet a signal to run for the hills, or typical of the buying opportunities that the Brexit bears may create?
The FTSE 100 opened its 2017 account with a bang on Tuesday, breaking through its all-time high on the open.
On all measures, sterling has taken a pounding in 2016, but will its prospects improve into the new year?
Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.
As 2016 draws to a close money managers will be putting the last of their ducks in a row before everybody takes their eye off the ball for the Christmas holidays, but this year is the right move more obvious than usual?
There is a long line of asset managers rolling out funds aimed to “balance” and “diversify” returns, but is the multi-asset universe about to be turned on its head?
Rumblings of restructure have been ongoing at Alliance Trust for many years. But those looking for seismic shifts from the investment trust’s much anticipated strategic review, are liable to have been disappointed on Thursday.
While nominal government bonds have witnessed strong outflows in recent months, inflation-linked bonds saw their highest monthly net inflows ever in October. Is this revival going to last?
The Duncan Lawrie Asset Management research team is...
With the FTSE at an all time high but Brexit uncertainties...
Godfrey Cromwell, a former Barclays Wealth banker,...
Inflation in the United Kingdom economy climbed to...
Finding well-priced defensive assets has been a key...