PA ANALYSIS: Brexit one year on

PA ANALYSIS: Brexit one year on

It has been exactly a year since the UK electorate voted for Brexit and made what one British fund manager recently termed, “a huge strategic error of the like the country hasn’t experienced in maybe a century”.

Published : 23, Jun 2017
PA ANALYSIS: As India’s Nifty 50 soars, where are the best investment opportunities?

PA ANALYSIS: As India’s Nifty 50 soars, where...

India’s Nifty 50 index has been steadily climbing this year, hitting an all-time high of 9,675 earlier this month, but can it breach the 10,000 barrier?

Published : 22, Jun 2017
PA ANALYSIS: Why has MSCI taken so long to embrace A-shares?

PA ANALYSIS: Why has MSCI taken so long to embrace...

MSCI has finally included China A-shares in its emerging market indices, but the decision seems long overdue.

Published : 21, Jun 2017
PA ANALYSIS: What to watch out for as Brexit negotiations begin

PA ANALYSIS: What to watch out for as Brexit negotiations...

“Positive and constructive” was how the UK’s Brexit secretary David Davis described his mood as he kicked off negotiations with the EU on Monday morning.

Published : 19, Jun 2017
PA ANALYSIS: How are today's wealth managers using ETFs?

PA ANALYSIS: How are today's wealth managers using...

Assets in exchange traded funds sailed past the $4trn mark globally last month, indicating their increasing popularity among investors worldwide.

Published : 19, Jun 2017
PA ANALYSIS: Is the golden age of central bank support ending?

PA ANALYSIS: Is the golden age of central bank...

The old adage ‘don’t fight the Fed’ exists for a reason.

Published : 15, Jun 2017
PA ANALYSIS: The big guns ditching UK equities

PA ANALYSIS: The big guns ditching UK equities...

Since the general election, investment managers have become even more sceptical of the UK's place on the global stage and have cut exposure accordingly.

Published : 14, Jun 2017
PA ANALYSIS: Prepare for the ‘new normal’ of rising UK inflation

PA ANALYSIS: Prepare for the ‘new normal’ of rising...

Any hopes the Bank of England could soon hike interest rates have been dashed after news of the UK’s soaring inflation emerged on Tuesday, so should we settle in for the ‘new normal’ of an inflationary world?

Published : 13, Jun 2017
PA ANALYSIS: Margin pressure points to more fund group M&A

PA ANALYSIS: Margin pressure points to more fund...

The headlines say fund groups’ profits fell, but what else can we learn from McKinsey & Company’s Asset Management 2017 report into the European funds industry?

Published : 12, Jun 2017
PA ANALYSIS: Where should you invest after UK election shock?

PA ANALYSIS: Where should you invest after UK...

The thesaurus doesn’t offer a decent alternative to “uncertainty”, the post-election word du jour, yet Theresa May’s dire performance makes it likely we will be reading the word many times a day for the foreseeable future.

Published : 9, Jun 2017
PA ANALYSIS: Post election choices with Brexit back in the spotlight

PA ANALYSIS: Post election choices with Brexit...

Last night's result is merely paving the way for a “matrix” of political outcomes just 10 days before Brexit negotiations are due to start.

Published : 8, Jun 2017
PA ANALYSIS: Curiosity not conviction drives pre-election mood

PA ANALYSIS: Curiosity not conviction drives pre-election...

Investors are struggling to call any winners and losers ahead of Thursday's vote due to its lack of a binary outcome.

Published : 7, Jun 2017
PA ANALYSIS: Economics vs politics, and the end of populism?

PA ANALYSIS: Economics vs politics, and the end...

Just hours away from polling day, and the UK general election looks to be the first major vote in some time not defined by the dreaded ‘P’ word.

Published : 5, Jun 2017
PA ANALYSIS: A Tory win or big trouble for markets

PA ANALYSIS: A Tory win or big trouble for markets...

It was going well for Theresa May in April, when a Tory landslide seemed guaranteed and ‘strong and stable’ passed as an original, punchy soundbite, but what happens if recent polls hinting at a strong Labour showing are right?  

Published : 2, Jun 2017
PA ANALYSIS: UK mid-cap sector is long overdue

PA ANALYSIS: UK mid-cap sector is long overdue...

Wealth managers believe mid-cap funds sitting within UK All Companies is "farcical”, with a rethink long overdue.

Published : 1, Jun 2017
PA ANALYSIS: Has Abenomics saved Japan’s ‘lost generation’?

PA ANALYSIS: Has Abenomics saved Japan’s ‘lost...

Japan’s economy is beginning to show signs of life, but is this another false dawn, or a sign that Prime Minister Shinzo Abe’s reforms are working?

Published : 31, May 2017
PA ANALYSIS: Trump – from asset to liability for US equities?

PA ANALYSIS: Trump – from asset to liability for...

When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.

Published : 30, May 2017
PA ANALYSIS: People's Trust fees and strategy under the microscope

PA ANALYSIS: People's Trust fees and strategy...

Daniel Godfrey has confirmed the final line-up of managers who will be creating bespoke portfolios for his People's Trust, but there are still unanswered questions about the new trust on the block.

Published : 25, May 2017
PA ANALYSIS: Hard truths of a hard Brexit - you could foot the bill

PA ANALYSIS: Hard truths of a hard Brexit - you...

Asset manager BlueBay has hit the headlines for shorting sterling on predictions of a likely ‘hard’ Brexit, but as an industry are we still burying our heads in the sand?

Published : 24, May 2017
PA ANALYSIS: Could Numis’s reporting attack have big consequences?

PA ANALYSIS: Could Numis’s reporting attack have...

The recent brouhaha between UK fund giant Schroders and stockbroker-analysts Numis over fund performance reporting may have welcome consequences.

Published : 23, May 2017

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