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

PA ANALYSIS: Preparing for a market correction...

The bulls and bears are out in force, divided over the prospect of a market correction in the near future, but is it wise to hedge equity exposure or is good old-fashioned diversification the way to go?

Published : 16, Aug 2017
PA ANALYSIS: Buyer beware best buy 'affiliated' funds?

PA ANALYSIS: Buyer beware best buy 'affiliated'...

Is there a potential conflict of interest arising from investment platforms or "fund supermarkets" recommending their own products to clients?

Published : 15, Aug 2017
PA ANALYSIS: What’s going on at 'disappointing' Sanditon?

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

Sanditon Asset Management’s CEO has leapt to the defence of its four funds and strategy after managers slammed the “disappointing” performance since launch. So, what has happened at the boutique?

Published : 14, Aug 2017
PA ANALYSIS: Will Kames survive departure of Milburn and Roberts?

PA ANALYSIS: Will Kames survive departure of Milburn...

Liontrust’s capture of Kames Capital’s prized fixed income co-heads Phil Milburn and David Roberts is further proof that the fund house is “on the up and up”. What is less clear is where exactly this leaves Kames.

Published : 11, Aug 2017
PA ANALYSIS: Is it time to clear out the clutter of small funds?

PA ANALYSIS: Is it time to clear out the clutter...

Small and expensive, are funds that have failed to hit £10m in assets just clogging up the investment universe?

Published : 10, Aug 2017
PA ANALYSIS: Are we heading for a repeat of ’08?

PA ANALYSIS: Are we heading for a repeat of ’08?...

You often hear the old adage "it’s different this time", but 10 years on from the start of the global financial crisis, are we actually at risk of repeating the same mistakes?

Published : 8, Aug 2017
PA ANALYSIS: Is the UK equity income love affair over?

PA ANALYSIS: Is the UK equity income love affair...

With assets under management totalling £63.5bn, the IA UK Equity Income sector has long been a favourite of investors hunting yield in a low interest rate environment.

Published : 7, Aug 2017
PA ANALYSIS: Why professional investors buy multi-asset funds

PA ANALYSIS: Why professional investors buy multi-asset...

Multi-asset funds have been an investor favourite for years, but why would a professional investor invest in these one-stop shop funds?

Published : 7, Aug 2017
PA ANALYSIS: Make-or-break time for The People’s Trust

PA ANALYSIS: Make-or-break time for The People’s...

Daniel Godfrey is on a charm offensive. With the initial public offering (IPO) of The People's Trust pencilled in for 7 September, he is busy preparing to float the trust on two stock exchanges.

Published : 4, Aug 2017
PA ANALYSIS: What has inspired the active fund renaissance?

PA ANALYSIS: What has inspired the active fund...

It was a bad time to be an active manager in 2016, the year of Brexit and Trump, with underperformance plaguing funds as passives tracked the market higher and higher.

Published : 3, Aug 2017
PA ANALYSIS: Is the BoE's 'failure to launch'  wise or misguided?

PA ANALYSIS: Is the BoE's 'failure to launch'...

The investment industry has been venting its frustration over the Bank of England’s “wait and see” stance to a rate hike for some time now. But are the calls for hawkish action actually justified?

Published : 2, Aug 2017
PA ANALYSIS: Why tech is not all about growth

PA ANALYSIS: Why tech is not all about growth

In the not too distant past, the notion of investing in technology for anything but capital growth would have been scoffed at.

Published : 1, Aug 2017
PA ANALYSIS: The Senior Managers and Certification Regime explained

PA ANALYSIS: The Senior Managers and Certification...

Portfolio advisers are to be subject to a new regulatory regime initially devised to make senior managers in banks responsible for the actions of staff, but soon to be applied to staff in 47,000 financial services firms.

Published : 28, Jul 2017
PA ANALYSIS: Could AstraZeneca be the next big takeover target?

PA ANALYSIS: Could AstraZeneca be the next big...

Witnessing AstraZeneca's share price dive Thursday morning has given some investors a sense of déjà vu and sparked ideas that Britain's second largest pharma firm could be vulnerable to another takeover bid.

Published : 27, Jul 2017
Monier backs long-term EM growth story

Monier backs long-term EM growth story

Emerging markets should deliver roughly twice the growth of developed markets and the differential is set to grow, the head of investments at Lombard Odier Private Bank says.

Published : 26, Jul 2017
PA ANALYSIS: Is Aramco an attractive opportunity?

PA ANALYSIS: Is Aramco an attractive opportunity?...

The Financial Conduct Authority has raised eyebrows in some City circles by clearing the obstacles to a partial listing of Saudi Arabia’s state oil company Aramco in the UK.

Published : 26, Jul 2017
PA ANALYSIS: St James’s Place – is the criticism valid?

PA ANALYSIS: St James’s Place – is the criticism...

As St James’s Place Wealth suffers another week of grim headlines about its charges and advice model, is now the time for rival IFAs and restricted advisers to win business and clients off what is arguably the market leader?

Published : 25, Jul 2017
PA ANALYSIS: Is the IMF's UK revision a red flag for investors?

PA ANALYSIS: Is the IMF's UK revision a red flag...

The International Monetary Fund's decision to downgrade the UK's growth forecast for 2017 was likely a wake-up call for some investors. But is it a signal of more dire times ahead? Or just another year of mediocre growth?

Published : 24, Jul 2017
PA ANALYSIS: Is the FCA barking up the wrong tree over platforms?

PA ANALYSIS: Is the FCA barking up the wrong tree...

The Financial Conduct Authority wants to use the platform review to drive more competition in the asset management sector, but experts are asking whether it is looking in the wrong place.

Published : 21, Jul 2017
Positivity meets uncertainty in a global equities dilemma

Positivity meets uncertainty in a global equities...Lock icon

Despite positive economic indicators, uncertainty over US interest rates, political risk and high valuations are casting shade on global equities, says Rory McPherson, head of investment strategy at Psigma.

Published : 21, Jul 2017
PA ANALYSIS: Is it time to clear out the clutter of small funds?
PA ANALYSIS: Is it time...

Small and expensive, are funds that have failed to...

PA ANALYSIS: Buyer beware best buy 'affiliated' funds?
PA ANALYSIS: Buyer beware...

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

PA ANALYSIS: Will Kames survive departure of Milburn and Roberts?
PA ANALYSIS: Will Kames...

Liontrust’s capture of Kames Capital’s prized fixed...

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