PA Podcast: Is it time to rethink absolute return?

PA Podcast: Is it time to rethink absolute return?...

John Husselbee, head of Liontrust's multi-asset team joins us to talk expectations for 2017, the case for bond allocations and why it might be time to reassess absolute return.

Published : 13, Jan 2017
AXA Distribution Fund

AXA Distribution Fund

Talking Factsheets is a video service for users of the Square Mile Academy of Funds website, which identifies the funds that are "best in class" through the Square Mile Investment Consulting Research fund ratings.

Published : 9, Jan 2017
M&G UK Inflation Linked Corporate Bond

M&G UK Inflation Linked Corporate Bond

Talking Factsheets is a video service for users of the Square Mile Academy of Funds website, which identifies the funds that are "best in class" through the Square Mile Investment Consulting Research fund ratings.

Published : 9, Jan 2017
M&G Emerging Markets Bond

M&G Emerging Markets Bond

Talking Factsheets is a video service for users of the Square Mile Academy of Funds website, which identifies the funds that are "best in class" through the Square Mile Investment Consulting Research fund ratings.

Published : 9, Jan 2017
PA Podcast: Trump inspired optimism and the risk of recession

PA Podcast: Trump inspired optimism and the risk...

Stephanie Flanders, JP Morgan's chief market strategist for Europe and the UK discusses the demise of deflation, Trump's lifting of animal spirits and the Brexit transition.

Published : 15, Dec 2016
PA Podcast: It is time to stop conflating fintech and robo-advice

PA Podcast: It is time to stop conflating fintech...

Joe Parkin, head of wealth and retail at iShares talks the rise of the digital investor and why financial technology is far more than just robo-advice

Published : 25, Nov 2016
PA Podcast: Balanced portfolios in an unbalanced world

PA Podcast: Balanced portfolios in an unbalanced...

John Wyn Evans, head of investment strategy at Investec Wealth and Investment talks the Trump, general geopolitical risk and the importance of reducing one's return assumptions within balanced portfolios.

Published : 10, Nov 2016
PA Video Insight: Currency going lower is a good thing for UK mega caps

PA Video Insight: Currency going lower is a good...

Rather than talking about how UK Alpha was positioned ahead of Brexit - before the unexpected result - Richard Buxton talks more about sterling’s likely continued weakness and how it plays to his strengths

Published : 9, Nov 2016
PA Video Insight: Return on capital balancing return of capital

PA Video Insight: Return on capital balancing...

Low yields and high volatility are the menace of all fixed income managers at the moment so broadening the mandate to an unconstrained universe will ultimately help narrow the chances of picking the wrong securities

Published : 2, Nov 2016
Government should do a reverse Osborne - Blanchflower

Government should do a reverse Osborne - Blanchflower...

Former MPC member, Professor Danny Blanchflower discusses why the UK government should move away from austerity.

Published : 31, Oct 2016
PA Video Insight: A value inflection point coming

PA Video Insight: A value inflection point coming...

The dislocation between growth and value stocks is too wide at present argues Isaac Chebar.

Published : 28, Oct 2016
PA Video Insight: Fixed income opportunities abound if you look hard enough

PA Video Insight: Fixed income opportunities abound...

Despite lofty valuations in certain parts of the market, there remain opportunities if one is willing to do the credit work.

Published : 28, Oct 2016
PA Video Insight: Quality is a fair sign of value in a volatile emerging market

PA Video Insight: Quality is a fair sign of value...

Emerging markets have had a good start to 2016 but, as over the past few fallow years, risks still abound so investors still need to be targeted in where they invest

Published : 26, Oct 2016
PA Video Insight: GEM debt attractive having ‘troughed at a low level’

PA Video Insight: GEM debt attractive having ‘troughed...

Global emerging market equities and debt have had a tough past three, four or even five years but both have rallied well so far in 2016. So, for GEM debt, where next?

Published : 24, Oct 2016
PA Video Insight: Emerging markets a case of flows not indicating smart investing

PA Video Insight: Emerging markets a case of flows...

Alongside the return to form of emerging market indices fund flows have followed suit and poured into passive funds, yet market inefficiencies mean trackers and index huggers are going to be more prone to greater volatility

Published : 21, Oct 2016
PA Podcast: Time to recalibrate the client conversation

PA Podcast: Time to recalibrate the client conversation...

Head of fixed income at Covestone Asset Management, Patrizia Libotte discusses the need to reconsider the client conversation and why she likes emerging markets.

Published : 20, Oct 2016
PA Video Insight: Bond investors need to stop running away from duration ‘at all costs’

PA Video Insight: Bond investors need to stop...

As fixed income yields continue to remain low and prices subsequently rise a broader opportunity set and a less conservative attitude to risk from investors is needed to find the enhanced returns they need

Published : 20, Oct 2016
PA Video Insight: Emerging markets redefined as an ever-expanding universe

PA Video Insight: Emerging markets redefined as...

Economics and politics are key drivers to emerging market company performance but investors do not invest in economics or politics so where are the big market and company opportunities right now?

Published : 19, Oct 2016
PA Video Insight: It’s tough at the bottom too …

PA Video Insight: It’s tough at the bottom too...

Companies that can survive and hold a sustainable competitive edge in the current competitive, volatile surrounds are well placed for high yield investors looking for that 5%+ yield

Published : 19, Oct 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...