the big tests for gilts and sterling
In between the “yes” and “no” votes in Scotland, and the stick or twist spats within the MPC, are a whole lot of maybes; and we all know how markets respond to uncertainty.
Analysis
-
-
Time to dig a moat around your portfolio
As the geopolitical and monetary policy worry list grows, an old concept may well be set for a new lease of life.
-
The age of asset management
While it is easy to dismiss such a statement as hyperbole, digging through the numbers presented for the last decade, paints a rather interesting picture especially given the global financial crisis that exploded in the middle of it.
-
Will bull market maturity trigger moves
With UK equities at a high, the last thing Schroders needed was another high-profile fund manager departure, especially having lost Richard Buxton last year.
-
Risky business
In a world where specific outcomes are being demanded, knowing how much risk one can take should not be ignored.
-
Should shrewd bond managers prepare for a shock
The volatile mix of global divergence in monetary policy and some highly charged geopolitical hotspots should give fixed income fund managers plenty to think about over the coming weeks.
-
New funds diversification and weatherproofing
Diversification appears to be high on investor minds as summer winds down and inboxes fill up with new products/
-
No party poopers on Wall Street
The S&P 500 breached a landmark level of 2000 last week so, in keeping with the craze, is it time to pour an ice bucket over an overheating market?
-
Are passives polarising the UK market
The latest IMA statistics indicate record inflows into passive funds as investors clearly signal their focus on cost and performance.
-
The next great asset allocation consideration
New data from the Investment Management Association and FundsNetwork shows the continued rise in demand for both income and mixed asset investments.
-
The case for the defence
While there are many reasons to be optimistic about the economic prospects of much of the world there may be a more fundamental shift at work undermining all
-
Time to reach for the bazooka yet
This coming Thursday the European Central Bank will provide its latest monetary update and it is not likely to be pretty.