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.
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.
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.
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.
CIO at Kleinwort Benson Mouhammed Choukeir shared some thoughts with PA at the 2017 Wealth Manager Awards event.
Church House Investment Management CIO James Mahon talked to PA ahead of the 2017 Wealth Manager Awards.
Coutts' Alistair Jex offers some views on the biggest opportunities and risks facing investors at the moment.
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.
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.
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.
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.
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?
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?
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.
The biggest risk looming in markets is an abrupt change in the positive sentiment currently holding sway says Amadeo Alentorn.
The biggest risk facing markets in 2017 is the relationship between the US and China, says Andrew Merricks, head of investments at Skerritts.
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.
With investors sniffy about both bond and equity valuations, 2017 will be harder than ever to make clear asset allocation calls.
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%.