Asian equities defy Trump
Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.
PA Podcast: Post-crisis memory and asset allocation in a post-Trump world
Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise.
Capitalising on active share in a low return world
There are many different measures one can use to assess a fund, but no single one can exclusively and conclusively determine a fund’s ability to outperform its respective benchmark, Marcus Blyth looks at why.
Making the case for vertical integration in UK wealth management – Polin
Jonathan Polin, Group CEO of Sanlam UK, discusses his plans for the business in 2017, the importance technology and lays out the case for vertical integration.
PA Podcast: Is it time to rethink absolute return?
John Husselbee, head of Liontrust’s multi-asset team joins us to talk expectations for 2017, the case for bond allocations and why it might be time to reassess absolute return.