Henderson/Janus merger highlights increasing need for scale
The ink is not dry and already commentators are hailing the merger of Henderson Global Investors and Janus Capital as an example of what is to come.
Author: Geoff Candy
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PA Podcast: What is wrong with a little deflation?
International eChem chair, Paul Hodges talks about the challenges posed by changing demographics and why it implies that central banks are fighting a losing battle.
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PA ANALYSIS: Deutsche Bank brinksmanship leaves market teeth on edge
Shares in Deutsche Bank slumped over 6% on Monday morning as investor worries about its capital position intensified and the focus shifted from the boardroom to politics.
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SECOND ROUND EFFECTS: Revising ‘the most powerful chart of the decade’
Dubbed, ‘the elephant graph’, it has been touted among other things as ‘the most powerful chart of the last decade. But, a recent briefing paper from the Resolution Foundation interrogates exactly how much can be drawn from it.
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PA ANALYSIS: Central bank manoeuvring puts banks back in play
The Fed and the Bank of Japan failed to disappoint markets on Wednesday. And, with that lack of disappointment, has come a growing belief that the banking sector might well be turning once more into a viable investment destination.
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Alken sees big bank opportunity
Nicolas Walewski, manager of the Alken European Opportunities Fund expects certain European banks to outperform in the coming months on the back of a steepening of the yield curve.
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Loomis Sayles launches UCITS versions of US, Global growth funds
Loomis Sayles Investments has announced the launch of UCITS versions of both its US and Global large-cap growth strategy.
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PA Podcast: Central bank feather bed and the return of financials
The theme of central bank repression of rates has been the dominant theme in markets for years, but Guy Monson, CIO at Sarasin & Partners believes this could be beginning to change.
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PA ANALYSIS: Central bank bonanza could lead to ‘Wild Wednesday’
Super Thursday has come and gone, but Wednesday could shape up to be somewhat of a ‘Wild Wednesday’ on financial markets, should the plethora of central bank announcements on the day not go according to plan.
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Macro must play greater role in pensions debate – Bailey
The macroeconomic aspect of the pensions debate requires more attention said Andrew Bailey, CEO of the Financial Conduct Authority.
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Inflation ‘fear’ warranted: Ruffer
Rising inflation, in the context of ongoing low interest rates are the greatest risk to capital preservation, argue the managers of the Ruffer Invesment Company.
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Second Round Effects: Are we heading for a thematic revival?
Like everything else in the financial world the popularity of investment styles moves in cycles and, it would seem, like 90s fashion, thematic investment is seeing something of a revival.
