Author: Portfolio Adviser

  • all about the US dollar

    all about the US dollar

    Expected tightening in 2015 and relatively strong economic fundamentals in the US, together with geopolitical uncertainty and monetary policy easing outside the US, have worked in concert to push the US dollar (USD) higher.

  • Shavers and borrowers

    Shavers and borrowers

    Ongoing redistribution of wealth is taking place across most of the developed world. The trend is not unprecedented but, throughout history, it was usually considered illegal. Sometimes, it was seen as such a serious crime that it carried the potential penalty of death.

  • Standard Chartered to close equities business

    Standard Chartered to close equities business

    Standard Chartered is to shut down its equities business as part of its bid to cut $400m (£260m, 340m) in costs this year.

  • Stocks to watch in a rising rate environment

    Stocks to watch in a rising rate environment

    Newton’s UK Opportunities manager Paul Stephany considers the case for consumer stocks in the event of a rate rise in 2015.

  • The inspector has gone for a lie down HMRC

    The inspector has gone for a lie down HMRC

    It is apparent the public are not the only ones guilty of making tax excuses, as Baker Tilly’s George Bull responds to HMRC’s list with his account of the Revenue’s own questionable responses to taxpayer affairs.

  • Banco Espirito Santo de Investimento

    Banco Espirito Santo de Investimento

    Banco Espírito Santo de Investimento subsidiary, Execution Noble & Company (ENCL) has been fined £231,000 for failings as a sponsor.

  • IMA rebrands as the Investment Association

    IMA rebrands as the Investment Association

    The Investment Management Association (IMA) has rebranded as the Investment Association to echo its wider remit with the incorporation of a new division.

  • Jonathan Marriott

    Jonathan Marriott

    Annual inflation in the UK as measured by the Consumer Price Index was down to 1.3% in October. While lower oil and food prices contributed to this there are longer term technological and social changes that may be in play, the impact of which will be felt for some years to come.

  • Anna Stupnytska 2015 macro themes

    Anna Stupnytska 2015 macro themes

    Three main themes are likely to shape the global macro landscape in 2015: disinflationary growth, monetary policy divergence and growing emerging market differentiation.

  • Rob Drijkoningen EMD comment

    Rob Drijkoningen EMD comment

    For much of the second half of the year, developed market credit spreads saw measured widening from their trough during the summer. In contrast, emerging markets debt seemed fairly insulated from this trend, given already wide spreads.

  • Jailed IFA banned from industry

    Jailed IFA banned from industry

    A financial adviser who was sentenced to four years imprisonment after he conned elderly clients out of £130,000 has been banned from the industry for life.

  • Dont end up an investment turkey

    Dont end up an investment turkey

    In the past economists and investors have fallen foul of trying to predict the future by extrapolating existing trends. This is in danger of happening again as markets have become used to central banks intervening each time markets stumble, and to observing the ensuing rally.