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
PA Podcast: Consolidation, central banks and the changing nature of advice

PA Podcast: Consolidation, central banks and the...

Peter Toogood, investment director at the Adviser Centre discusses the changing dynamics within the wealth management sector that lead to the firm's deal with the Embark Group and why markets are looking at a gloomy but not entirely overcast 2017.

Published : 28, Oct 2016
Central bank credibility shot - Blanchflower

Central bank credibility shot - Blanchflower

Former MPC member and labour economist David ‘Danny’ Blanchflower says central banks have a credibility problem.

Published : 20, Oct 2016
The changing fortunes of global currencies

The changing fortunes of global currencies

Whilst we were all eagerly hoping to get a new polymer £5 note in our change from the supermarket a couple of weeks ago, another currency was also also making a 'first' appearance of sorts: the Chinese yuan was added to the global reserve basket.

Published : 19, Oct 2016
PA Podcast: Wages, 'stuckflation' and why QE worked

PA Podcast: Wages, 'stuckflation' and why QE worked...

In this week's edition of the podcast, labour economist and former Bank of England MPC member, David "Danny" Blanchflower discusses why we appear to be in a period of 'stuckflation' and what can be done to get the global economy out of it.

Published : 14, Oct 2016
PA Podcast: King macro and the QE tipping point

PA Podcast: King macro and the QE tipping point...

Hermes Investment Management group chief economist, Neil Williams discusses everything from why macro is likely to remain king to the increasing ill-effects of the QE splint.

Published : 6, Oct 2016
Looking for value doesn’t make me a contrarian

Looking for value doesn’t make me a contrarian...

I’ve always seen the word ‘contrarian’ as going against popular opinion but when I invest I’m simply looking at some of the other characteristics of a stock that others might ignore.

Published : 29, Sep 2016
The future is bionic not robo

The future is bionic not robo

The jury is still out on whether the Big Bang deregulation of the UK’s financial services industry in the 1980s was a good thing or not. Some say it sowed the seeds of the Great Financial Crisis; others claim that it freed capital to flow to where it naturally should.

Published : 23, Sep 2016
Boutiques can steal a march on bigger rivals through technology

Boutiques can steal a march on bigger rivals through...

In a world where people are comfortable using their smartphone for everything from online banking to booking a holiday, asset managers – both large and small – can no longer afford to ignore the possibilities of digital technology.

Published : 22, Sep 2016
UK equities: The wind of change

UK equities: The wind of change

UK equities have shocked many with their resilience this year, particularly since the Brexit vote, but that does not mean all funds within the UK All Companies sector have delivered the goods

Published : 20, Sep 2016
Are we nearly there yet?

Are we nearly there yet?

With children now back at school and pubs starting to put up the Christmas decorations (I kid you not), the summer holidays already seem like a long time ago and the constant cries of 'are we nearly there yet' - only to have the little darlings fall asleep 20 minutes before you finally reach the destination - a distant memory.

Published : 15, Sep 2016
Absolute Engagement's tips on how to engage with clients

Absolute Engagement's tips on how to engage with...

In the first in a series of three, Julie Littlechild, founder of Absolute Engagement, explores the importance of advisers and clients working together to enhance customer engagement.

Published : 5, Sep 2016
Brexit impact extends well beyond Europe - RLAM's Greetham

Brexit impact extends well beyond Europe - RLAM's...

The Brexit conversations rumble on. What is the impact on the UK? Or the rest of the EU? This debate has been raging pretty much non-stop since the referendum campaign started and it will remain a live issue until the terms of the UK’s exit have been thrashed out and agreed.

Published : 2, Sep 2016
Is Japan's 'chopper money' going to work?

Is Japan's 'chopper money' going to work?

Imagine a helicopter flying overhead, spilling thousand-dollar bills all over your backyard. That’s the visual that comes to mind when I read about “helicopter money”, a proposed alternative to quantitative easing (QE).

Published : 17, Aug 2016
Is it time to throw equity caution to the wind?

Is it time to throw equity caution to the wind?...

A perceived recovery in value stocks this year offers pause for thought in the face of the consensus cautious positioning of wealth managers

Published : 12, Aug 2016
The only way is up! At least for now...

The only way is up! At least for now...

1988. Until Monday morning, when I woke up to the news that Adam Peaty had won in Rio, 1988 was the last time a British swimmer had won a gold medal.

Published : 10, Aug 2016

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