PA Podcast: In search of a fixed income battle plan

PA Podcast: In search of a fixed income battle...

David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.

Published : 19, Jan 2017
Your cut-out-and-keep 'crisis diary' for 2017

Your cut-out-and-keep 'crisis diary' for 2017

Like swapping cocktails for jogging, a rally in gold is becoming a New Year's tradition. Eight times in the last 10 years gold rose against the Dollar in January. The previous four decades' strike rate was 48%.

Published : 19, Jan 2017
Macroeconomic shocks: Hear no evil

Macroeconomic shocks: Hear no evil

Though 2016 was littered with political surprises, markets begin 2017 in buoyant mood. Would investors be well advised to close their ears to the news chatter?

Published : 16, Jan 2017
Is it time to take a fresh look at convertibles?

Is it time to take a fresh look at convertibles?...

Given how far markets traveled in 2016, coupled with the expected rise in interest rates, putting money in bonds right now might feel uncomfortable.

Published : 13, Jan 2017
New president breathes life into Argentine economy

New president breathes life into Argentine economy...

We often find ourselves in countries that are either at an early stage of development, battling with multiple economic challenges, or, in the case of Argentina, instilled with potential but trying to emerge from political and economic doldrums.

Published : 11, Jan 2017
Europe: Cheap but most definitely not cheerful

Europe: Cheap but most definitely not cheerful...

Whilst the FTSE 100 and the Dow Jones have been making new all time highs, the European bourses have been languishing.

Published : 10, Jan 2017
Still more opportunity to be found in Argentina

Still more opportunity to be found in Argentina...

We often find ourselves in countries that are either at an early stage of development, battling with multiple economic challenges, or, in the case of Argentina, instilled with potential but trying to emerge from political and economic doldrums.

Published : 5, Jan 2017
Blurred lines of value and growth

Blurred lines of value and growth

The value versus growth debate rages on, but the lines are blurred and investors must deal with this ambiguity head on says T Bailey Asset Management's Peter Askew.

Published : 3, Jan 2017
Israel proves countries must innovate to accumulate

Israel proves countries must innovate to accumulate...

Rather than worry at a time of political change, I recently took a few days away from the screens to visit Israel for the first time, meeting innovative companies and soaking up the atmosphere.

Published : 22, Dec 2016
Robin Geffen: How I’m positioning for 2017

Robin Geffen: How I’m positioning for 2017

The world has changed since 8 November. Who knows how Mr Trump’s presidency will unfold but, as investors, we’d emphasise one important development already underway – the electrotherapeutic shocking of the investment community out of a stale and pessimistic collective mindset that has dominated during the past few years, but which we believe has made no sense at all.

Published : 20, Dec 2016
Buckle up for the year ahead

Buckle up for the year ahead

Bamboozling bond markets, battles over valuations and questions about the real impact of politics on markets, the next 12 months are gearing up to be one hell of a ride

Published : 20, Dec 2016
Is the market being manipulated by central bank intervention?

Is the market being manipulated by central bank...

James Mahon, CEO of Church House Investment Management, asks whether the risk metrics the investment industry relies on are robust enough.

Published : 19, Dec 2016
Now is not the time for unbridled optimism!

Now is not the time for unbridled optimism!

Back in August, the title of this monthly column was ‘The Only Way is Up’. For once I was right. While the political elite are falling from grace markets have continued their relentless march upwards this year.

Published : 13, Dec 2016
PA Podcast: Duration, diversification and the not-quite death knell for bonds

PA Podcast: Duration, diversification and the...

Justin Onuekwusi, manager of Legal & General Investment Management’s multi-index range explains why he thinks diversification, while crucial is not enough in the current low-return world and, discusses why great rotation talk is probably a little premature. That is all before revealing the trade of which he is most proud.

Published : 8, Dec 2016
Are we heading for populism’s Groundhog Day?

Are we heading for populism’s Groundhog Day?

Investors would be forgiven for thinking it was Groundhog Day when news came in that Donald Trump was heading for victory in the US Presidential Election.

Published : 6, Dec 2016
PA Podcast: Renzi, returns and the removal of 2016 from memory

PA Podcast: Renzi, returns and the removal of...

Peter Westaway, chief economist, for Europe at Vanguard Asset Management, discusses the import and possible consequences of the Italian referendum, how one should be thinking about bonds and what to look out for in 2017.

Published : 2, Dec 2016
Ways to solve the current bond conundrum

Ways to solve the current bond conundrum

Short duration or long duration? That is the question. And the answer, for past few years, has been 'long'. It's worked a treat for some. Could things be about to change or is the raging 30-year plus bull market going to go on for longer?

Published : 18, Nov 2016
PA Podcast: Bond capitulation and the case for UK equities

PA Podcast: Bond capitulation and the case for...

European Wealth's Richard Stammers and Nigel Marsh discuss why they like UK equities and why the Trump-led bond rout may not be a bad thing.

Published : 18, Nov 2016
May's mission to India highlights opportunity for investors

May's mission to India highlights opportunity...

Theresa May’s visit to India is her first trade mission as Prime Minister and an important one for the UK as it looks beyond Europe.

Published : 7, Nov 2016
PA Podcast: Taper tantrum, Trump and the outlook for EMD

PA Podcast: Taper tantrum, Trump and the outlook...

In this week's edition of the podcast, Kaan Nazli, emerging markets economist at Neuberger Berman discusses whether or not there is still room to run on the EM rally, where he is seeing opportunity in the debt space and how a Trump presidency could affect the market.

Published : 4, Nov 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...