Analysis

  • online only advice threat or a gift

    online only advice threat or a gift

    The proliferation of online only advice propositions might seem a thorn in the side of traditional firms, but could your business thrive in cyber space, and would you want it to?

  • getting scarred investors back into Japan

    getting scarred investors back into Japan

    Beyond Cyprus and the other eurozone casualties, it’s views on Japan that have been taking up most space in my inbox of late, and it's got me worried.

  • warning uk equities for stock pickers only

    warning uk equities for stock pickers only

    The chancellor's budget may have been designed to help UK businesses grow in hard times, but it also held a magnifying glass over the harsh realities facing these companies and should prompt investors to review their allocations to them.

  • UK economy stuck in neutral

    UK economy stuck in neutral

    You’ll remember the last Budget’s much-derided ‘caravan tax’, but what can George Osborne do today to get the static UK economy moving forward again?

  • pa analysis cyprus investing not saving

    pa analysis cyprus investing not saving

    The backing of the European Commission, its Central Bank and the IMF for a one-off levy on Cyprus-held bank accounts points to a dangerous precedent of not protecting individuals' savings – so what hope for investors?

  • Buxtons investors should sit tight for now

    Buxtons investors should sit tight for now

    "This fund is never going to be average; it is by virtue of conviction and concentration either first or fourth quartile". Richard Buxton has always been clear in his approach, but is now the time for investors to follow him from Schroders to Old Mutual?

  • balancing the uk budget with foreign money

    balancing the uk budget with foreign money

    There is increasing demand for UK investment from overseas governments as well as the need for overseas investment in projects run by our very own government – exactly how reliant we are will be revealed in next week's Budget.

  • ftse at 7000 would bring closure

    ftse at 7000 would bring closure

    The FTSE 100 climbed to a five-year high breaching 6,500 points this week; the problem is this is just as worrisome for some investors as were the lows of 2009.

  • is alpha generating fixed income

    is alpha generating fixed income

    Not convinced by equity rallies but sick of low-yielding bonds? In the absence of a 'great rotation' a third option could appeal – anyone for alpha-generating fixed income?

  • End of an era for uk equity income

    End of an era for uk equity income

    Global equity income funds have been among the strongest sellers this year, but with the thirst for yield obviously still intact it's odd that a portfolio mainstay, UK equity income funds, have fallen so far out of favour.

  • gars in a world of its own but for how long

    gars in a world of its own but for how long

    As at the end 2012, Standard Life GARS had AUM of £21.1bn, roughly the nominal GDP of Kenya or Yemen in one fund, but that doesn't necessarily mean it's not going to grow further.

  • make sure clients in next record breaking

    make sure clients in next record breaking

    Much has already been said about the Dow Jones Industrial Average reaching an all-time high earlier this week, but less about the hidden forces at play which could help you identify the next stock market to benefit from such a surge.