PA ANALYSIS: Retail fund inflows another reason to worry
Portfolio Adviser is a little worried. If it were just me, I would chalk it up to a generalised glass half empty mindset and my attendance on Tuesday at Société Générale’s ‘Bear Fest’.
Author: Geoff Candy
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Smith and Williamson sharpens family office focus with new hire
Smith & Williamson has hired Rupert Phelps to spearhead the growth of its family office business.
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Brexit could be a boon for fund managers, if done right – AIC
With the right approach, Brexit could provide investors in the UK funds industry with significant benefits, said Ian Sayers.
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PA ANALYSIS: 2017’s key currency conundrums
The massive moves in the renminbi in the past few days have wrong-footed China bears and underscored yet again the size of the role currencies are likely to play in investment returns this year.
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Still more opportunity to be found in Argentina
We often find ourselves in countries that are either at an early stage of development, battling with multiple economic challenges, or, in the case of Argentina, instilled with potential but trying to emerge from political and economic doldrums.
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PA ANALYSIS: 2017 – a year for tactical optimism
The FTSE 100 opened its 2017 account with a bang on Tuesday, breaking through its all-time high on the open.
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Asset Allocator: Nutmeg’s Shaun Port
A universe of 200 ETFs provides Nutmeg’s Shaun Port and his team with an impressive toolkit with which to navigate the complex markets following the recent unexpected political events in the UK and the US.
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PA ANALYSIS: Out-of-step Alliance Trust divides analysts with review
Rumblings of restructure have been ongoing at Alliance Trust for many years. But those looking for seismic shifts from the investment trust’s much anticipated strategic review, are liable to have been disappointed on Thursday.
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PA Podcast: Trump inspired optimism and the risk of recession
Stephanie Flanders, JP Morgan’s chief market strategist for Europe and the UK discusses the demise of deflation, Trump’s lifting of animal spirits and the Brexit transition.
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Trump inspired optimism and the risk of recession – Flanders
The risk of recession in the US next year has decreased in the aftermath of Donald Trump’s election to the White House says Stephanie Flanders, but has likely left the economic cycle shorter too.
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Aviva adds fixed income fund to AIMS range
Aviva investors has expanded its AIMS range with the launch last Friday of the Aviva Investors Multi-Strategy Fixed Income Fund.
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PA ANALYSIS: Is this the start of the euphoria we have been waiting for?
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.
