PA ANALYSIS: What if Trump succeeds?
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
Author: Geoff Candy
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PA Podcast: Duration, diversification and the not-quite death knell for bonds
Justin Onuekwusi, manager of Legal & General Investment Management’s multi-index range explains why he thinks diversification, while crucial is not enough in the current low-return world and, discusses why great rotation talk is probably a little premature. That is all before revealing the trade of which he is most proud.
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Diversification by itself is not enough – Onuekwusi
Fixed income diversification is crucial in the current environment says LGIM’s Justin Onuekwusi, but it is not, in and of itself, enough.
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Don’t expect to make money on govt. bonds – Flanders
When it comes to government bonds, argues Stephanie Flanders, this time it really is different.
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PA ANALYSIS: Is nimble the new cautious?
2016 has left a lot of investors wrong-footed, but if recent multi-asset moves are anything to go by, managers are looking to be increasingly fleet footed in 2017 to avoid being left flat on their backs.
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Lack of opportunities keeping Morningstar’s cash pile high
Morningstar Investment Management currently has between 15% and 25% cash across its range of managed portfolios.
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Markets muted as polls get Italy vote right
European markets were largely unmoved on Monday morning despite the Italian electorate’s decision to reject Prime Minister Matteo Renzi’s call for constitutional reform.
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PA Podcast: Renzi, returns and the removal of 2016 from memory
Peter Westaway, chief economist, for Europe at Vanguard Asset Management, discusses the import and possible consequences of the Italian referendum, how one should be thinking about bonds and what to look out for in 2017.
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PA ANALYSIS: EM argument growing despite Trump slump
One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.
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PA ANALYSIS: Is Barclays’ new platform the start of Fintech 2.0?
Barclays’ announcement on Monday that it has launched an execution-only platform should come as no surprise. But, it should serve as a reminder to wealth managers not to get too complacent.
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Barclays launches online investment service
Barclays has launched an online investment service in an effort to help plug the savings and advice gap.
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Diving for pearls: Nine global funds worth considering
With 267 funds, the Investment Association (IA) Global sector is second only in variety to its UK All Companies, which comprises 269 funds. It is one of the oldest and most popular sectors and also very diverse, both in terms of type of offering and also in terms of performance.
