Author: Geoff Candy

  • PA ANALYSIS: Trump could win; it might not be all bad

    PA ANALYSIS: Trump could win; it might not be all bad

    The brouhaha over Hillary Clinton’s pneumonia is just the latest sideshow in the US presidential election circus. While it is unlikely to derail her campaign, it has served once again to highlight the fact that a Trump presidency remains a possibility and markets are increasingly concerned.

  • Shafik to swap BoE for LSE

    Shafik to swap BoE for LSE

    Deputy governor for markets and banking at the Bank of England, Minouche Shafik, is to leave the bank two years into a five year term for a position as head of the London School of Economics.

  • PA ANALYSIS: Fiscal stimulus is not a silver bullet

    PA ANALYSIS: Fiscal stimulus is not a silver bullet

    The latest Inflation Attitudes Survey shows a marked fall in perceptions of both current and expected inflation within the UK.

  • Diversified income, consistent outcome

    Diversified income, consistent outcome

    Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes.

  • Wealth manager profile: Quilter Cheviot's David Loudon

    Wealth manager profile: Quilter Cheviot’s David Loudon

    A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.

  • Morningstar to add ETFs to analyst ratings service

    Morningstar to add ETFs to analyst ratings service

    Morningstar has expanded its qualitative analyst rating system to include 300 exchange traded funds, 100 of which are domiciled in Europe.

  • Second round effects: Don’t dismiss fintech revolution, but don’t romanticise it

    Second round effects: Don’t dismiss fintech revolution, but don’t romanticise it

    A random walk through the world of wealth management.

  • PA ANALYSIS: Inflation fears and protection strategies

    PA ANALYSIS: Inflation fears and protection strategies

    The strong services manufacturing data released on Monday has added fuel to worries that the Bank of England moved too hastily in August, further dividing commentators on the medium term prospects for the UK economy and the likely next move by the BoE.

  • Jupiter’s Clunie on why a broad US short makes sense

    Jupiter’s Clunie on why a broad US short makes sense

    James Clunie is short the US. While it is a simple trade, the manager of the Jupiter Absolute Return Fund said the combination of short term political risk and seasonality would suggest such a position makes sense.

  • PA ANALYSIS: Rousseff impeachment end of the road for Brazil contrarians

    PA ANALYSIS: Rousseff impeachment end of the road for Brazil contrarians

    Wednesday’s vote by the upper house of the Brazilian senate to impeach Dilma Rousseff is being seen as a significant step forward for the country, but could well be the end of the road for contrarian investors.

  • PA OPINION: Logic not the answer in the cynical bull market

    PA OPINION: Logic not the answer in the cynical bull market

    It is commonly accepted within investment markets that asset prices generally are expensive at the moment. Yet, despite this common knowledge, inflows continue unabated.

  • PA ANALYSIS: Do you know how exposed you are to currency?

    PA ANALYSIS: Do you know how exposed you are to currency?

    UK model portfolios came out of the ‘Brexit period’ flat or slightly positive on average, new research from Natixis shows, highlighting once more the important role currency plays in portfolio returns.