Is it time to shift from oil’s losers to winners?
Twelve months on from the major slide in the price of oil, it seems a good time to take stock of the impact on the global economy and markets.
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Author: Geoff Candy
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When things change
QE and the ‘taper tantrum’ of 2013 raised concerns among Standard Life Investments’ emerging market debt team, causing them to turn negative on countries with a twin deficit economy.
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PA ANALYSIS: Just how clever is the Fed boxing?
The last time the Federal Reserve raised interest rates, Daniel Craig had just taken on the mantle of James Bond and Sylvester Stallone had just successfully resurrected the Rocky franchise from the ignominy of 1990’s Rocky V.
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It’s beginning to look a lot like a rate rise.
If the Fed start raising rates on Wednesday, which is almost a foregone conclusion, what will the accompanying statement say?
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PA ANALYSIS: What does Harries’ departure mean for Newton?
When James Harries left Newton Asset Management the first time, 11 years ago, the world was a very different place. And, arguably, Harries wasn’t the name he is now.
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UPDATED: Clay steps up as Harries leaves Newton
James Harries, lead manager on Newton Investment Management’s UK-domiciled Global Income Fund, has left to join Troy Asset Management, the firm confirmed on Monday.
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FE adds physical property funds to approved list for first time
FE has added physical property funds to its FE Invest Approved list for the first time.
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Third finance minister in five days lifts SA focused financials
South African President, Jacob Zuma’s decision on Sunday to name the country’s third finance minister in five days saw the country’s currency and Johannesburg and London-listed financial stocks, rebound sharply in early trade on Monday.
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PA ANALYSIS: A tale of two rights issues
When thinking of companies against which to compare the performance of Standard Chartered, my guess would be that platinum miner, Lonmin, would not be high on many lists.
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PA Podcast: Earnings momentum and a case for conventional bonds
Ben Gutteridge, head of fund research at Brewin Dolphin discusses everything from caution on earnings momentum to geopolitics and makes a case for conventional bonds
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Nine EM funds to consider for 2016
Investors in emerging markets are taking a view that the gap in GDP per capita can be closed by above-average growth in these economies and, consequently their equities markets, argues Caspar Rock, CIO at Architas.
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AIC creates flexible investment sector
The Association of Investment Companies has created a new flexible investment sector in a bid to further improve the comparability of open and closed ended funds.