PA ANALYSIS: Fiddling allocations while Greece burns
At most there are three things that can be said with any certainty about the ongoing Greek crisis.
Author: Geoff Candy
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Adding to the evidence for the UK’s post-election bounce
Royal London Asset Management’s Ian Kernohan explains why he expects some self-congratulation in Wednesday’s budget.
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Volatility up but markets resigned as Greece votes ‘No’
Most European markets were trading lower (somewhere between 1 and 2%) in early trade on Monday, after Greece’s historic no vote in Sunday’s austerity referendum.
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Three ‘off-piste credit’ opportunities and a warning
With valuations high and concerns about liquidity ongoing, it is not surprising that fixed income allocations are currently cautious at best. But, there are some lesser trafficked areas of the market that some investors are finding interesting.
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Old Mutual redefines ‘medium’ definition for Watt’s mid-cap fund
Old Mutual has amended the investment policy of Richard Watts’ UK Mid Cap Fund.
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The five worst funds of the first half
With Central bank liquidity and geopolitics continuing to have undue sway over asset prices it is no surprise to see a number of single country funds bringing up the rear in the race for performance over the first half of the year – especially their big weighting in commodities.
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PA ANALYSIS: No room for complacency as markets prepare for Greek worst
“Events in Greece have tipped the balance,” Bank of England Governor, Mark Carney, said on Wednesday as explanation for the Financial Policy Committee’s view that risks to financial stability have worsened.
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Less tragedy, more ‘theatre of the absurd’ for Greece
For the past few weeks, Greece and her creditors have engaged in more and more intensive dialogue in order to try to bridge the gap between their respective positions over continuing the gradual and orderly restructuring of the Greek economy and government finances.
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Refocus on fund management sees JP Morgan hand £370m client book to Hargreaves
As many as 7,000 JP Morgan clients and £370m in assets are to be acquired by Hargeaves Lansdown as part of an ongoing effort to refocus its business on its strength: fund management.
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PA ANALYSIS: Has the market just looked down?
In the old Road Runner cartoons, Wile E. Coyote spent a lot of time running on air. Having run off a bridge or a cliff, he would remain remarkably buoyant for a while. Then he would look down and, of course, plummet to the floor.
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EM alpha won’t come from broad macro decisions – MFS
Ten to 15 years ago, investors had the view that the best way to invest in emerging markets was to do so as though they were all one homogenous unit. That is no longer the case argues Ward Brown, MFS portfolio manager.
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The inside track on PA Summer Congress 2015
Lively discussions on the future of wealth management, panel debates and a keynote address from Jeremy Paxman were just some of the highlights of this year’s Portfolio Adviser Summer Congress 2015.
