PA ANALYSIS: Small cap funds - golden boys of European equities?

PA ANALYSIS: Small cap funds - golden boys of...

European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?

Published : 24, Feb 2017
PA ANALYSIS: “Irrational” Bank of England must raise rates

PA ANALYSIS: “Irrational” Bank of England must...

For MPC member Gertjan Vlieghe to admit that the Bank of England is in no position to predict the next recession was a brave call, but do policy makers have the courage to hike rates?

Published : 23, Feb 2017
PA ANALYSIS: US equities – the Trump honeymoon period lasts

PA ANALYSIS: US equities – the Trump honeymoon...

A little over a month into Donald Trump’s presidency, US equity indices are at record highs and money keeps flowing into the asset class. Are markets right to be sanguine?

Published : 22, Feb 2017
Investment strategies: Brexit

Investment strategies: Brexit

Prospects for the UK may be less than clear before Brexit negotiations begin, but what can be agreed is that opinion is divided when it comes to UK assets.

Published : 21, Feb 2017
PA ANALYSIS: What's next after Unilever snubbed Kraft Heinz?

PA ANALYSIS: What's next after Unilever snubbed...

As Unilever chief executive Paul Polman pushed the potentially record-breaking $143bn approach by Kraft Heinz off the table on Friday (17 February), a knee-jerk media frenzy suggested that the vulture might continue to circle.

Published : 21, Feb 2017
PA ANALYSIS: Buckle up for bank results week

PA ANALYSIS: Buckle up for bank results week

This week a raft of results releases from the major United Kingdom banks and some other financials should provide valuable insight into the health of the financial sector, and perhaps the UK economy in general.

Published : 20, Feb 2017
PA ANALYSIS: Could Europe be the best place for active managers to outpace passives?

PA ANALYSIS: Could Europe be the best place for...

As more managers let go of their hang-ups over Europe and return to investing in the region, there could be a golden opportunity for active managers to outperform by getting sector specific and avoiding the usual defensive crutches.

Published : 17, Feb 2017
PA ANALYSIS: What's the better bet, French or Italian government bonds?

PA ANALYSIS: What's the better bet, French or...

The spreads of French and Italian government bonds versus German bunds have risen by 600 bps since autumn due to rising political concerns. Fund managers are divided on the question which of the two now presents a buying opportunity. But does that actually matter at all?

Published : 16, Feb 2017
PA ANALYSIS: Hawkish Yellen should act ASAP

PA ANALYSIS: Hawkish Yellen should act ASAP

Federal Reserve chair Janet Yellen offered the market a hawkish message on Tuesday as she indicated the US economy might be poised for a series of gradual interest rate increases, starting as early as next month.

Published : 15, Feb 2017
PA ANALYSIS: Time to worry about inflation?

PA ANALYSIS: Time to worry about inflation?

Inflation in the United Kingdom economy has crept up to within a hair’s breadth of the Bank of England’s target, and with rates down at 0.25% could the horse be about to bolt before the stable door is closed?

Published : 14, Feb 2017
PA ANALYSIS: Why value stocks have disappointed in 2017

PA ANALYSIS: Why value stocks have disappointed...

Ever regretted a shopping trip in the January sales? Swayed by the discount, you bought a polyester shirt, say, only to find it fell apart after one wash.

Published : 13, Feb 2017
PA ANALYSIS: Can anything put the brakes on the UK equities rally?

PA ANALYSIS: Can anything put the brakes on the...

United Kingdom equities has been a remarkably resilient asset class as the winds of macroeconomic uncertainty have swirled around following the Brexit vote, but how long can this continue?

Published : 10, Feb 2017
PA ANALYSIS: Sorting through the winners and losers post-Dodd Frank

PA ANALYSIS: Sorting through the winners and losers...

The dismantling of Dodd-Frank will give European banks with ties to the United States a competitive advantage and could influence other nations to adopt a more competitive regulatory scheme.

Published : 9, Feb 2017
PA ANALYSIS: The beginning of the end for daily traded property funds?

PA ANALYSIS: The beginning of the end for daily...

The FCA has a history of being reactive, rather than proactive in tackling investment calamity, so what does its latest discussion paper tell us about its options in dealing with illiquid funds?

Published : 8, Feb 2017
PA ANALYSIS: Should you put healthcare equities under the microscope?

PA ANALYSIS: Should you put healthcare equities...

Not one to mince his words, when Donald Trump used his first press conference since being elected to accuse the pharmaceutical industry of “getting away with murder” it looked like the US drug industry didn’t have the respite they were expecting when Hillary Clinton was pipped to the post.

Published : 7, Feb 2017
PA ANALYSIS: Is the pound’s pumping up of portfolios dangerous?

PA ANALYSIS: Is the pound’s pumping up of portfolios...

The large slide in the value of the pound that followed the Brexit vote has made non-UK assets worth more in sterling portfolios, lifting their returns. Is this all good news though or does it create additional risk?

Published : 6, Feb 2017
PA ANALYSIS: Could mixed January jobs data derail the Fed’s plans?

PA ANALYSIS: Could mixed January jobs data derail...

The first US nonfarm payroll data since Donald Trump’s inauguration has made the Federal Reserve’s next rate moves harder to calculate, leaving investment professionals split on the US economy’s inflation trajectory.

Published : 3, Feb 2017
PA ANALYSIS: Woodford ups ante on world of income opportunities

PA ANALYSIS: Woodford ups ante on world of income...

Like a teaser for a new Star Wars film, there is fevered anticipation on which universe Neil Woodford will be occupying with his new Income Focus Fund - but where will it fit in portfolios?

Published : 2, Feb 2017
PA ANALYSIS: Time to top up on European equities?

PA ANALYSIS: Time to top up on European equities?...

Today’s eurozone data certainly gives investors something to think about. Should the action that follows this thinking be a raising of your European equities weighting?  

Published : 31, Jan 2017
PA ANALYSIS: Is this the correction we have been waiting for?

PA ANALYSIS: Is this the correction we have been...

If one had to characterise Donald Trump’s first week as US president, the word quiet would be an unlikely choice.

Published : 30, Jan 2017

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PA ANALYSIS: What's next after Unilever snubbed Kraft Heinz?
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As Unilever chief executive Paul Polman pushed the...

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