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.
Equities
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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.
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Woodford backs current strategy despite expectations of ‘worse’ 2016
The global economy is liable to have a worse 2016 than it had a 2015, says Woodford Investment Management CIO, Neil Woodford.
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Axa’s Thomas on consumers, cash flow and retirement
One of the most celebrated equity managers in the UK, Nigel Thomas discusses everything from consumer stocks to the intellectual challenge of fund management.
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PA ANALYSIS: Time for a referendum risk-off move?
Prime Minister David Cameron has proclaimed victory in his battle to agree reforms for the United Kingdom’s European Union membership terms.
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Investment Quorum’s Robertson offers China warning
Investment Quorum’s Lee Robertson offers his take on how investors should view developments in China, and the prospects for UK equities
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Pease urges investors not to panic
Crux Asset Management’s Richard Pease offers some words of advice to European equities investors and provides insight on how the recent oil slump and currency volatility has impacted his fund.
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Shell shares leap despite 80% profit slide
Shares in Royal Dutch Shell climbed 6.4% on Thursday morning as the company revealed full year profits down 80% on the previous year to $3.8bn.
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Factor Five: Absolute Return for all occasions
Stretched valuations across many asset classes and the expectation of even further volatility, the scene has seldom been better set for the absolute return sector. And, this is evidenced by the volume of money flowing into the sector and the number of funds being launched. But, with so many now to choose from, it is…
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Unicorn tops Sanlam White List
The Unicorn UK Income Fund has taken top spot in Sanlam Private Wealth’s biannual Income Study of the UK Equity Income Sector.
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PA ANALYSIS: Are we seeing central banks’ last roll of the dice?
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory.