In-depth analysis from our team of journalists on the issues important across the asset and wealth management industry.
PA Analysis 23 Nov 17
UK advisers drift towards greater risk
UK investors in balanced portfolios could lose as much as 20% following a significant market correction as financial advisers gravitate towards higher risk profiles within their standard portfolios, according to Natixis Investment Managers’ latest UK Portfolio Barometer.
PA Analysis 22 Nov 17
Why we should be worried after boring budget
There wasn’t an awful lot in the Budget for investment and wealth managers, with even pensions largely left out of Hammond’s speech, but there was plenty in the Office of Budget Responsibility’s forecast to drum up fears for the future.
Investment 21 Nov 17
Investment trust managers tread with caution as gearing falls
Managers of investment trusts appear to be de-risking their portfolios, suggesting a hint of caution regarding global markets as we approach the end of the year.
Investment 20 Nov 17
The only asset class not offering sub-zero returns
Most asset classes will provide negative real returns from now on, but there is one exception to this rule, according to US asset manager GMO.
Pimco Income needs ‘big new idea’ to continue outperformance
The Pimco Income Fund has been in unprecedented demand with investors this year, but why? We spoke to investors to discover the fund’s secret to success and whether it is likely to continue outperforming.
The cash conundrum: What’s driving cash balances down?
Global fund managers were yesterday accused of flying too close to the sun when it was revealed that despite thinking equities are overvalued, risk-taking has hit an all-time high.