PA ANALYSIS: The big opportunity overlooked by IFAs
The pension investing habit is spreading in the UK, but there remains one significant blot on the landscape – a dramatic slump in the numbers of self-employed paying in to a plan.
PA Analysis
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PA ANALYSIS: More work needed to drive long/short revival
Long/short equity funds have started to recover from a disastrous 2016, leading to a pick-up in inflows, but managers still have work to do to regain the confidence of skeptical investors.
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PA ANALYSIS: Is there a tech bubble?
Valuations of some technology stocks have sky-rocketed in recent times, sparking comparisons with the tech bubble at the turn of the millennium. Is this time different?
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PA ANALYSIS: Rise of the machines
It’s been 33 years since the first Terminator film hit our cinema screens, but it hasn’t stopped many obsessing about a possible robot uprising.
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PA ANALYSIS: How patient capital is more than just tax avoidance
Patient capital is having something of a moment – Woodford launched a trust dedicated to it, the government is reviewing it and fundraising for some of the vehicles neared record high in 2017, but is it all about the tax relief?
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PA ANALYSIS: Has German election killed the European Spring?
Many fund managers dismissed the historical German election results as “insignificant for markets”, but they have failed to consider its impact on the status quo and the possible reversal of recent political trends.
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PA ANALYSIS: Wealth managers swap cash for bonds as caution persists
Having hit a high of 9% in June, wealth managers cut their weighting in cash to 6.99% in the past three months in the Trustee MPI low-risk mandates.
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PA ANALYSIS: Were investors right to sell in May?
The result of the weekend’s St Leger horse race was the worst result of the season for the bookmarker William Hill, after the favourite 3/1 bet Capri took victory.
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PA ANALYSIS: EU single market to be ‘fragmented’ by Mifid II
Julie Patterson, head of investment management regulatory change at KPMG, believes this is a big risk because each of the EU’s 28 member states is likely to implement its own slightly different version of the revised Markets in Financial Instruments Directive, or Mifid II. “The European single market as a whole will be more fragmented as…
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PA ANALYSIS: The dangers of tracking Japan
After years in the doldrums Japan’s popularity has surged this year, but those taking a passive approach could be missing out on big gains.
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PA ANALYSIS: Should fund raters also answer to the CMA?
After the Financial Conduct Authority’s bombshell that it is referring the investment consulting industry to the Competition and Markets Authority (CMA), should the ratings agencies be concerned that they’re next in the firing line?
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PA ANALYSIS: Have hurricanes blown away cat bond credibility?
Investors were bracing for the worst when the Swiss Re Cat Bond Index plummeted 15% in the wake of hurricane Irma. But the unprecedented damage caused could actually be a blessing in disguise for the asset class.
