PA ANALYSIS: Frightful markets see investors run for the hills
Investors are skittish. With the radioactive glow of the global financial crisis still seared into the market’s collective memory it doesn’t take much to get them running for the hills.
Analysis
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PA ANALYSIS: Glencore’s slump and the importance of beating expectations
The FTSE looked rather red on Wednesday, but two tickers caught the eye: one red and one green.
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PA ANALYSIS: Income seekers deposit faith in banks
With income high on investors’ wish lists, but with large-cap defensives arguably looking undesirably expensive, the spotlight is back on financials to deliver – and apparently they have.
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PA ANALYSIS: For EMs, when does loathing turn to opportunity?
Barring commodities, it is hard to think of a more hated asset class than emerging markets right now, especially after the events in China over the past few days.
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PA ANALYSIS: Is there cause for Japanese caution?
The Japanese equity market remains, for many investors their highest conviction overweight. But, over the past few days eyebrows have been raised about the level of growth in the region on the back of stalling exports, compounded by worries about the impact of the recent yuan devaluation.
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PA ANALYSIS: Nothing conventional about Chinese currency slump
There has been a lot of conventional wisdom bandied about over the past few days in relation to China’s loosening of the renminbi peg.
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PA ANALYSIS: Investors see through BoE’s newfound transparency
I’ll be honest, with the excitement around the Ashes and the return of Premier League football this weekend, I thought ‘Super Thursday’ was something to do with Sky Sports scheduling.
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PA ANALYSIS: Sterling strength a wildcard in rate debate
Sterling fell the most in two weeks on Thursday following the news that only one member of the Bank of England’s Monetary Policy Committee had voted to raise rates this month.
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PA ANALYSIS: The great global equity fund flop
Equities have inarguably been the best growth trade of recent years, so why have global funds, which supposedly cherry pick the winners, consistently struggled?
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PA ANALYSIS: Investors hoping for August respite will be disappointed
The summer slowdown is a myth. Anyone hoping that July and August would provide some respite from the volatility and uncertainty that has characterized financial markets in the past few months has been and is likely to remain disappointed.
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PA ANALYSIS: Euro equity investors’ fingers on the ‘buy’ and ‘sell’ triggers
Ask a panel of investors where the best growth opportunities are, and you can bet a fair amount will say European equities. But amid the furore, are they actually really taking the plunge?
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PA ANALYSIS: European summer bargains still out there
With the Greece crisis disappearing in the rear view mirror, at least temporarily, investors may be looking for last minute investment bargains in Europe before they head off there on holiday.