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 a new dawn rising in Japan?

PA ANALYSIS: Is a new dawn rising in Japan?

In addition to slashing their underweights in the US to a nine-year low, BofA Merrill Lynch's latest Fund Manager Survey showed that global fund managers are increasingly regaining their appetite for Japan.

Published : 20, Jul 2017
PA ANALYSIS: Time for active funds to adapt or die

PA ANALYSIS: Time for active funds to adapt or...

The active funds industry must shrink, cut prices, better-align itself with investors and differentiate if it wants to compete against a passive onslaught, according to a report by Morningstar.

Published : 19, Jul 2017
PA ANALYSIS: The BoE's inflation conundrum

PA ANALYSIS: The BoE's inflation conundrum

Hot on the heels of the US, the UK has reported weaker than expected inflation data and like its opposite number on the other side of the pond, the Bank of England is now faced with a quandary over rate rises.

Published : 18, Jul 2017
PA ANALYSIS: Property back in the black, but have lessons been learnt?

PA ANALYSIS: Property back in the black, but have...

Some 12 months on from the carnage open-ended property funds experienced in the wake of the Brexit vote, investors seem to be returning to the sector once more.

Published : 17, Jul 2017
PA ANALYSIS: Weak inflation casts uncertainty over US rate rises

PA ANALYSIS: Weak inflation casts uncertainty...

Further US rate rises before the end of the year have become less likely after the US Labor Department reported weaker than expected inflation and retail figures on Friday.

Published : 14, Jul 2017
PA ANALYSIS: Are performance fees a fair deal?

PA ANALYSIS: Are performance fees a fair deal?...

Performance fees are often seen as a necessary evil. But the unambitious hurdle rates most funds employ mean fund managers also get rewarded for underwhelming performance. Is that fair?

Published : 13, Jul 2017
PA ANALYSIS: Debunking the myth of struggling housebuilders

PA ANALYSIS: Debunking the myth of struggling...

Woodford loves them, and yesterday Barratt Developments offered a taste of why UK housebuilders have been a favoured sector for the star manager with its annual results showing profits up 12%.  

Published : 12, Jul 2017
PA ANALYSIS: Will wealth managers avoid scrutiny on charges?

PA ANALYSIS: Will wealth managers avoid scrutiny...

Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?

Published : 11, Jul 2017
PA ANALYSIS: Is it the right time to be piling into bonds?

PA ANALYSIS: Is it the right time to be piling...

Portfolio advisers have been looking at equity market valuations rather nervously for some time tilting towards less risky assets, taking profits and holding more cash.

Published : 10, Jul 2017
PA ANALYSIS: How should investors respond to ECB tapering?

PA ANALYSIS: How should investors respond to ECB...

The improving economic outlook in the euro area has prompted the European Central Bank to consider reining in its monetary stimulus. How should investors respond to the prospect of monetary tightening in Europe?

Published : 7, Jul 2017
PA ANALYSIS: In the world of ESG how easy is it being green?

PA ANALYSIS: In the world of ESG how easy is it...

With melting ice caps and dwindling fossil fuel reserves, it’s easy to see why some £87bn of assets have been funnelled into ethical and sustainable funds – but how wary should investors be when opting to put money into these strategies?

Published : 6, Jul 2017
PA ANALYSIS: Bank of England frozen after decade of rate inactivity

PA ANALYSIS: Bank of England frozen after decade...

A heck of a lot can happen in 10 years, but not it seems when it comes to the Bank of England’s base rate.

Published : 5, Jul 2017
PA ANALYSIS: How the FCA's revised fee policy affects you

PA ANALYSIS: How the FCA's revised fee policy...

There are no particularly nasty surprises in this week’s FCA fee policy statement though it has confirmed above inflation fee rises with bills due to arrive on doormats later this month.

Published : 4, Jul 2017
PA ANALYSIS: Income investors on alert as dividend cover plummets 

PA ANALYSIS: Income investors on alert as dividend...

UK income investors are on alert after research revealed that dividend cover for companies listed in the FTSE 350 has fallen 18% in the past year, hitting its lowest level for seven years.

Published : 3, Jul 2017
PA ANALYSIS: Have research and ratings firms escaped the FCA’s wrath?

PA ANALYSIS: Have research and ratings firms escaped...

This week’s ‘final’ report on the Financial Conduct Authority’s Asset Management Market Study has left a key area open to further debate.

Published : 30, Jun 2017
PA ANALYSIS: Time for Carney to change the rate record

PA ANALYSIS: Time for Carney to change the rate...

It turns out Mark Carney is a man for turning after all, and it's about time the bank governor realised the time has come to change tack with the UK economy.

Published : 29, Jun 2017
PA ANALYSIS: Is the FCA’s bark worse than its bite?

PA ANALYSIS: Is the FCA’s bark worse than its...

The Financial Conduct Authority’s long-awaited final report on the asset management sector will have disappointed many expecting an overhaul of the entire market.

Published : 28, Jun 2017
PA ANALYSIS: Price slump not tempting investors back into oil

PA ANALYSIS: Price slump not tempting investors...

Huge falls in the price of oil have not been enough to convince some asset allocators and managers that now is the time to get back into the asset class. 

Published : 27, Jun 2017

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PA ANALYSIS: Property back in the black, but have lessons been learnt?
PA ANALYSIS: Property...

Some 12 months on from the carnage open-ended property...

PA ANALYSIS: Is a new dawn rising in Japan?
PA ANALYSIS: Is a new...

In addition to slashing their underweights in the US...

PA ANALYSIS: Time for active funds to adapt or die
PA ANALYSIS: Time for...

The active funds industry must shrink, cut prices,...

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