PA ANALYSIS: The dangers of the model portfolio gold rush
A model portfolios boom is well under way and it seems to be picking up pace.
Analysis
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PA ANALYSIS: Why banks are the real election winners
With the election done and dusted, predictably it is the banks that are the first under the spotlight. But should investors follow the Treasury’s example and use recent strength as an opportunity to sell down holdings.
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PA Analysis: A boost for Britain but a bigger question now looms
Markets were buoyed on Friday by the unexpectedly clear triumph of the Conservatives, but while one question hanging over investors and the country has been answered a bigger one now looms.
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PA ANALYSIS: What happens if the growth bears are wrong?
Recent ructions in bond markets have underlined how quickly market sentiment can change, particularly with regard to interest rate expectations.
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PA Analysis: Is sterling’s downside already priced in?
However you vote today, it is the direction of sterling – more so than markets – that could cause investors most concern over the coming weeks.
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Pa analysis: em dawn can’t come too soon for likes of aberdeen, ashmore
All manner of clichés are dedicated to boosting the confidence of the contrarian, which is understandable given how difficult the role is – especially when you have to report quarterly on fund flows and performance.
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PA ANALYSIS: How smart is the money flowing into Europe.
After falling for much of 2014, fund flows into Europe have definitely picked up in 2015. But, with worries about Greece continuing and valuations within equity markets less compelling than they were, how should investors be viewing the market?
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PA ANALYSIS: Central banks upping stakes in high risk poker game
As the Federal Reserve issues its latest round of riddles for the market to decipher it is becoming increasingly clear that central banks are becoming reactive drivers of volatility rather than the calm, cerebral stewards of the world economy.
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PA ANALYSIS: What can your clients teach you?
Unexpected item in your bagging area? Morrisons is apparently ditching its self-service checkouts in favour of hiring more staff after customer feedback. But what about financial services – what can we learn from clients’ preferences?
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PA ANALYIS: UK offers reminder not to put too much stock in GDP
The United Kingdom gross domestic product numbers published yesterday provided a timely reminder that headline GDP figures are at best a rough guide to the health of an economy and at worst deceptive.
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PA ANALYSIS: Fidelity builds bench strength to balance key-man risk
As the architect of Fidelity Worldwide Investment’s fixed income proposition whose team now numbers 73 and manages £49.6bn in assets, Ian Spreadbury represents a significant key man risk for the group.
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Consensus elusive as election nears
With less than a fortnight left before Britain goes to the polls, the outcome of 2015 General Election is still up in the air and so is the consensus on how to play it.