PA ANALYSIS: For markets pricing in perfection, Trump must deliver

PA ANALYSIS: For markets pricing in perfection,...

Donald Trump is a man of extremes. So, it is perhaps appropriate that markets have responded in kind in the run up to his inauguration on Friday.

Published : 19, Jan 2017
PA ANALYSIS: Now is the time to be on the front foot in alternatives

PA ANALYSIS: Now is the time to be on the front...

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?

Published : 18, Jan 2017
PA ANALYSIS: Clean Brexit provides clarity but many challenges

PA ANALYSIS: Clean Brexit provides clarity but...

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.

Published : 17, Jan 2017
PA ANALYSIS: A long-term view on UK and EU stocks more important than ever

PA ANALYSIS: A long-term view on UK and EU stocks...

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.

Published : 16, Jan 2017
PA ANALYSIS: Don’t forsake liquid alts just yet

PA ANALYSIS: Don’t forsake liquid alts just yet...

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.

Published : 13, Jan 2017
PA ANALYSIS: Take heed of Americans talking C-R-A-P

PA ANALYSIS: Take heed of Americans talking C-R-A-P...

We all know Americans love their acronyms, just ask incoming POTUS Trump about his MAGA* ambitions, but the latest from Stateside investors is CRAP.

Published : 12, Jan 2017
PA ANALYSIS: Retail fund inflows another reason to worry

PA ANALYSIS: Retail fund inflows another reason...

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’.

Published : 11, Jan 2017
PA ANALYSIS: Should FTSE investors fear an OAP market?

PA ANALYSIS: Should FTSE investors fear an OAP...

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.

Published : 10, Jan 2017
PA ANALYSIS: Beware the 'Icarus trade'

PA ANALYSIS: Beware the 'Icarus trade'

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.

Published : 9, Jan 2017
PA ANALYSIS: 2017’s key currency conundrums

PA ANALYSIS: 2017’s key currency conundrums

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.

Published : 6, Jan 2017
PA ANALYSIS: Nothing sweet about lack of passives choice

PA ANALYSIS: Nothing sweet about lack of passives...

Those still working their way through the remnants of the Christmas chocolates will recognise the problem…

Published : 5, Jan 2017
PA ANALYSIS: Next’s not-so-cautionary tale for UK equities investors

PA ANALYSIS: Next’s not-so-cautionary tale for...

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?

Published : 4, Jan 2017
PA ANALYSIS: 2017 - a year for tactical optimism

PA ANALYSIS: 2017 - a year for tactical optimism...

The FTSE 100 opened its 2017 account with a bang on Tuesday, breaking through its all-time high on the open.

Published : 3, Jan 2017
PA ANALYSIS: Weak pound = strong UK economy?

PA ANALYSIS: Weak pound = strong UK economy?

On all measures, sterling has taken a pounding in 2016, but will its prospects improve into the new year?

Published : 21, Dec 2016
PA ANALYSIS: New investment realities and rules await in 2017

PA ANALYSIS: New investment realities and rules...

Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.

Published : 20, Dec 2016
PA ANALYSIS: Stick everything in US assets and relax?

PA ANALYSIS: Stick everything in US assets and...

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?

Published : 19, Dec 2016
PA ANALYSIS: Multi-asset at a tipping point?

PA ANALYSIS: Multi-asset at a tipping point?

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?

Published : 16, Dec 2016
PA ANALYSIS: Out-of-step Alliance Trust divides analysts with review

PA ANALYSIS: Out-of-step Alliance Trust divides...

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.

Published : 15, Dec 2016
PA ANALYSIS: Will inflation linkers' time in the sun last long?

PA ANALYSIS: Will inflation linkers' time in the...

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?

Published : 14, Dec 2016
PA ANALYSIS: Is this the start of the euphoria we have been waiting for?

PA ANALYSIS: Is this the start of the euphoria...

If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.

Published : 13, Dec 2016
Brewin takeover to result in axing of Duncan Lawrie research team
Brewin takeover to result...

The Duncan Lawrie Asset Management research team is...

Bulls vs Bears: Which side to take on UK stocks?
Bulls vs Bears: Which...

With the FTSE at an all time high but Brexit uncertainties...

Brewin Dolphin hires Barclays Wealth man
Brewin Dolphin hires...

Godfrey Cromwell, a former Barclays Wealth banker,...

May reveals Brexit plan as inflation jumps and Carney hints at rate rise   
May reveals Brexit plan...

Inflation in the United Kingdom economy climbed to...

PA ANALYSIS: Don’t forsake liquid alts just yet
PA ANALYSIS: Don’t forsake...

Finding well-priced defensive assets has been a key...

OTHER STORIES FROM LAST WORD...