PA ANALYSIS: Curiosity not conviction drives pre-election mood
Investors are struggling to call any winners and losers ahead of Thursday’s vote due to its lack of a binary outcome.
PA Analysis
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PA ANALYSIS: Is dollar weakness set to reverse?
The dollar weakness we’ve seen this year took most investors by surprise. There are, however, obvious reasons for this, and fundamentals suggest it could reverse.
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PA ANALYSIS: Economics vs politics, and the end of populism?
Just hours away from polling day, and the UK general election looks to be the first major vote in some time not defined by the dreaded ‘P’ word.
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PA ANALYSIS: A Tory win or big trouble for markets
It was going well for Theresa May in April, when a Tory landslide seemed guaranteed and ‘strong and stable’ passed as an original, punchy soundbite, but what happens if recent polls hinting at a strong Labour showing are right?
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PA ANALYSIS: UK mid-cap sector is long overdue
Wealth managers believe mid-cap funds sitting within UK All Companies is “farcical”, with a rethink long overdue.
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PA ANALYSIS: Has Abenomics saved Japan’s ‘lost generation’?
Japan’s economy is beginning to show signs of life, but is this another false dawn, or a sign that Prime Minister Shinzo Abe’s reforms are working?
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PA ANALYSIS: Trump – from asset to liability for US equities?
When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
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PA ANALYSIS: Is FoF fees focus unfair or are there ‘too many snouts in the trough’?
Low fund fees are brilliant, investor-friendly, fair and inherently good. At least that’s what some in the industry would say, but what happened to the notion of paying that little bit more to get quality service?
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PA ANALYSIS: People’s Trust fees and strategy under the microscope
Daniel Godfrey has confirmed the final line-up of managers who will be creating bespoke portfolios for his People’s Trust, but there are still unanswered questions about the new trust on the block.
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PA ANALYSIS: Hard truths of a hard Brexit – you could foot the bill
Asset manager BlueBay has hit the headlines for shorting sterling on predictions of a likely ‘hard’ Brexit, but as an industry are we still burying our heads in the sand?
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PA ANALYSIS: Could Numis’s reporting attack have big consequences?
The recent brouhaha between UK fund giant Schroders and stockbroker-analysts Numis over fund performance reporting may have welcome consequences.
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PA ANALYSIS: Why SRI trackers have outperformed
Some sustainable index trackers have outperformed their plain vanilla peers since they were established a few years ago, while others haven’t.
