PA ANALYSIS: The US economy is making wealth managers earn their money
The United States accounts for around half of the global equities index so whether you like the asset class or not you can never ignore it, or eliminate it from a portfolio.
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Equities
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Funds-of-funds managers feeling the heat
Funds of funds have been a popular option for advisers and retail investors since the ’90s, but increased competition and cost concerns mean managers are under more pressure than ever
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Centrica climbs on profit uptick
Centrica saw its shares climb this morning following the release of its full year results.
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Seven reasons to stay positive on Europe
Investors need to consider the bigger picture when it comes to European equities, say Vincent Juvyns Alex Dryden. Global market strategists at JP Morgan Asset Management, the pair outline seven reasons to still buy Europe.
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Carmignac Patrimoine looks to European bank credit, cuts equities
Carmignac Patrimoine has shifted its focus to US treasuries and credit opportunities in European financials as the managers maintain their bearish view on equities.
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UK equities funds the biggest ‘redzone’ culprits
The UK All Companies sector was the worst offender in Chelsea Financial Services’ latest ‘redzone’ report.
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Yellen comments help send European shares lower
European stocks fell on Thursday morning following Federal Reserve chair Janet Yellen’s speech yesterday in which she said US financial conditions have “recently become less supportive of growth”.
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European ETF investors face hangover after 2015 binge
European equity ETFs saw record inflows in 2015, according to Morningstar data. However, it has now turned out ETF investors only joined the party once the happy hour was over. Investors who put their money into a MSCI Europe ETF a year ago are now having to cope with a loss of 12.4%.
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Rio Tinto shares slide as FTSE falls
Rio Tinto’s shares have fallen sharply on the release of a lacklustre set of results.
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PA ANALYSIS: Banks are the bellwether that matters most
There were many lessons to be learnt from the financial crisis in the latter part of 2008 and we have been given a timely reminder of one of the biggest.
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Ardevora’s Lang seeking to profit from Royal Mail, oil price slump
Ardevora’s Jeremy Lang is hoping to reap rewards from a recent investment in Royal Mail and opportunities created by the oil price slump.
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Credit Suisse ‘yearbook’ forecasts rate rise impact on wealth
Credit Suisse has released a report which forecasts real equity returns will be limited to 4-6% over the next ten years and real bond returns will be close to zero.