Inside the PA Fund Awards 2017
The tenth anniversary of the PA Fund awards was held at London’s Banking Hall last week and, as always, the event was enjoyed by all, as everyone was a winner.
Author: Geoff Candy
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PA OPINION: When rhetoric and reality collide
There is a lot to like in the UK’s new ‘Modern Industrial Strategy’.
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Osborne joins BlackRock Investment Institute
George Osborne has joined the BlackRock Investment Institute as a senior adviser.
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PA ANALYSIS: For markets pricing in perfection, Trump must deliver
Donald Trump is a man of extremes. So, it is perhaps appropriate that markets have responded in kind in the run up to his inauguration on Friday.
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Fund manager profile: Jupiter’s Ben Whitmore
Going against the flow is the order of the day for Ben Whitmore, with a long-term view that asks for a vote of trust from clients
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PA Podcast: In search of a fixed income battle plan
David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.
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PA ANALYSIS: Clean Brexit provides clarity but many challenges
Sterling’s reaction over the weekend to leaked portions of Theresa May’s speech on the UK’s Brexit plans, and its general trend since 23 June, meant few expected much strength from the pound on Tuesday.
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Rio’s Q4 numbers boost dividend hike expectations
Rio Tinto reported solid production results for the fourth quarter and full year 2016, boosting expectations that the firm could reward investors in 2017.
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Q4 ETF flows lend support to ‘great rotation argument
Despite a strong reversal in the final quarter of the year, fixed income still ended 2016 as the top money-gathering ETF asset class.
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PA ANALYSIS: Don’t forsake liquid alts just yet
Finding well-priced defensive assets has been a key challenge for asset allocators in recent years faced, as they have been, with the tail-end of a 30-year bond bull market and the likely persistence of a ‘lower-for-longer’ world of meagre growth.
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PA Podcast: Is it time to rethink absolute return?
John Husselbee, head of Liontrust’s multi-asset team joins us to talk expectations for 2017, the case for bond allocations and why it might be time to reassess absolute return.
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The dollar rally is just getting started – Pal
The dollar could rise as much as 30% further from current levels said Raoul Pal on Tuesday, pushed further by a funding shortfalls and the move toward protectionism.
