UK equities – where is the next big opportunity?

UK equities – where is the next big opportunity?...

UK equity fund managers tell us where they are finding value, despite the FTSE's recent heights.

Published : 16, Jun 2017
M&A: the 'new normal' in UK asset management

M&A: the 'new normal' in UK asset management

The merger of Standard Life and Aberdeen is a sign of the times in asset manager consolidation, but who will be the winners and losers from the trend?

Published : 21, Apr 2017
PA Podcast: Why Trump is right about dollar strength

PA Podcast: Why Trump is right about dollar strength...

Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.

Published : 23, Feb 2017
Asian equities defy Trump

Asian equities defy Trump

Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.

Published : 20, Feb 2017
PA Podcast: Post-crisis memory and asset allocation in a post-Trump world

PA Podcast: Post-crisis memory and asset allocation...

Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise.

Published : 16, Feb 2017
PA Podcast: Deflation’s demise and the durability of duration

PA Podcast: Deflation’s demise and the durability...

David Jane, head of multi-asset at Miton discusses why getting currency calls correct remains key, how he is thinking about duration and how he is allocating to real assets.

Published : 9, Feb 2017
PA Wealth Manager Awards: Kleinwort Benson's Choukeir

PA Wealth Manager Awards: Kleinwort Benson's Choukeir...

CIO at Kleinwort Benson Mouhammed Choukeir shared some thoughts with PA at the 2017 Wealth Manager Awards event.

Published : 7, Feb 2017
PA Wealth Manager Awards: Church House's James Mahon

PA Wealth Manager Awards: Church House's James...

Church House Investment Management CIO James Mahon talked to PA ahead of the 2017 Wealth Manager Awards.

Published : 6, Feb 2017
PA Wealth Manager Awards: Coutts' Alistair Jex

PA Wealth Manager Awards: Coutts' Alistair Jex...

Coutts' Alistair Jex offers some views on the biggest opportunities and risks facing investors at the moment.

Published : 3, Feb 2017
A bright future for biotech?

A bright future for biotech?

New products, strong finances and robust growth: the fundamental strength of the biotech sector was plain to see at JP Morgan's annual conference for healthcare investors, but it was shrouded by the current political environment.

Published : 3, Feb 2017
Wealth managers weigh in on the Trump rally

Wealth managers weigh in on the Trump rally

At the 2017 PA Wealth Manager awards the team took the opportunity to quiz four of this year's winning wealth managers on the prospects for a Trump-inspired US equities market.

Published : 3, Feb 2017
PA Podcast: Manager mojo and the Trump rally

PA Podcast: Manager mojo and the Trump rally

This week, Investment Quorum CEO, Lee Robertson discusses how to avoid managers that have lost their mojo, why he still likes the US and how to use technology to grow one's client base.

Published : 2, Feb 2017
Capitalising on active share in a low return world

Capitalising on active share in a low return world...

There are many different measures one can use to assess a fund, but no single one can exclusively and conclusively determine a fund’s ability to outperform its respective benchmark, Marcus Blyth looks at why.

Published : 1, Feb 2017
Dollar strength: How much further can the rally go?

Dollar strength: How much further can the rally...

The US dollar has been rallying ever since mid-2014 and has had a further rise since President-elect Donald Trump won the election. What is driving this rally? Should we expect it to go further?

Published : 31, Jan 2017
Managers divided on UK investment outlook

Managers divided on UK investment outlook

There is a growing divide on the investment outlook for the UK, so we put it to our readers. Below are four answers to the question, Are you bullish on the prospects for the UK in 2017?

Published : 26, Jan 2017
Making the case for vertical integration in UK wealth management - Polin

Making the case for vertical integration in UK...

Jonathan Polin, Group CEO of Sanlam UK, discusses his plans for the business in 2017, the importance technology and lays out the case for vertical integration.

Published : 26, Jan 2017
Portfolio dynamism increasingly important as political risk looms

Portfolio dynamism increasingly important as political...

The biggest risk looming in markets is an abrupt change in the positive sentiment currently holding sway says Amadeo Alentorn.

Published : 26, Jan 2017
Don’t let European politics distract from the China question – Merricks

Don’t let European politics distract from the...

The biggest risk facing markets in 2017 is the relationship between the US and China, says Andrew Merricks, head of investments at Skerritts.

Published : 26, Jan 2017
Coming bond volatility remains 2017’s biggest risk - Hughes

Coming bond volatility remains 2017’s biggest...

The Trump rally continues to inspire equity market confidence, but bond markets have not lost their ability to scare investors says AJ Bell’s Ryan Hughes.

Published : 25, Jan 2017
Divide grows on 2017 outlook

Divide grows on 2017 outlook

With investors sniffy about both bond and equity valuations, 2017 will be harder than ever to make clear asset allocation calls.

Published : 20, Jan 2017

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