Investors seek answers from bank earnings bonanza
The global investment community is increasingly divided on the banking sector.
Author: Geoff Candy
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PA ANALYSIS: Fiscal fears stoke bond bull capitulation calls
The death of the 30-year bond bull market that has formed the backdrop for most City careers has been predicted many times. It has yet to come to pass. But, if one were looking for signs that it is reaching an inflection point, the last seven days has proved a fertile hunting ground.
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PA ANALYSIS: Is BAT’s ‘lucky strike’ further evidence for a ‘great rotation’?
Massive, opportunistic M&A activity doesn’t tend to be a characteristic of the bottom of a cycle. Still-standing majors, snapping up capitulating minnows is common, but two behemoths joining forces is usually left for times when shares are expensive and can do a lot of the heavy lifting.
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PA Podcast: Time to recalibrate the client conversation
Head of fixed income at Covestone Asset Management, Patrizia Libotte discusses the need to reconsider the client conversation and why she likes emerging markets.
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PA Podcast: Wages, ‘stuckflation’ and why QE worked
In this week’s edition of the podcast, labour economist and former Bank of England MPC member, David “Danny” Blanchflower discusses why we appear to be in a period of ‘stuckflation’ and what can be done to get the global economy out of it.
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PA ANALYSIS: Is commodities a key call for 2017
2016 has been a good year for commodities. Year-to-date, the FTSE World Mining index is up just less than 56% in dollar terms, while the FTSE oil and gas index is up just less than 20%.
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UK should turn on fiscal tap – Greetham
The UK government needs to step up fiscal spending, not only to help stabilise sterling but also help improve its debt profile, Trevor Greetham said on Wednesday.
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Inside Autumn Congress 2016
West Sussex played host once again to PA Autumn Congress 2016, where wealth managers and fund managers came together over a day and a half to discuss and debate the key issues facing the UK wealth market
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PA ANALYSIS: Have bond markets entered Twilight Zone territory?
There is a change happening in the City. One that would not be out of place in an episode of the Twilight Zone.
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PA Podcast: King macro and the QE tipping point
Hermes Investment Management group chief economist, Neil Williams discusses everything from why macro is likely to remain king to the increasing ill-effects of the QE splint.
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PA ANALYSIS: Has the FTSE peaked?
The FTSE 100 closed just short of its record high on Tuesday, the same day the International Monetary Fund revised lower its projections for for global growth.
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Post-Brexit Freedom of movement of increasing concern for asset managers – EY
Freedom of movement for staff is of increasing importance to asset managers in a post-Brexit world, EY has said.
