PA ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.
PA Analysis
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PA ANALYSIS: Are platforms facing an ‘existential crisis’?
As certain platform businesses boomed in Q1 with year-on-year sales over 30% higher, others posted huge losses, begging the question: are they facing an “existential crisis”?
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PA ANALYSIS: How WannaCry makes cyber security a vital investment
Take a look at your surroundings. Chances are, most of your colleagues are staring at screens or, if you’re in a public place, those around you will be looking down at their phones. Even you’re doing it!
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PA ANALYSIS: European managers split on crucial financials call
While the European equities story continues to appeal to UK investors, fund managers in the region remain deeply divided on the recovery prospects of its financials stocks.
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PA ANALYSIS: Is passive beating active at its own corporate governance game?
It is no secret the evidence suggests the average active fund manager struggles to outperform consistently.
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PA ANALYSIS: Is bigger better when it comes to absolute return?
With many of the absolute return funds from the giant retailers struggling to provide consistency, is bigger really better in delivering the sector’s objectives?
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PA ANALYSIS: Should you buy into the emerging markets rally?
Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows.
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PA ANALYSIS: ‘Heir to Blair’ Macron yet to charm investors
A young, charismatic, centrist politician sweeping to power to waves of enthusiastic crowds – it’s no wonder that newspapers have proclaimed Emmanuel Macron the “French Tony Blair”.
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PA ANALYSIS: Is the only thing to fear… fear itself?
Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?
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PA ANALYSIS: The innovation to usurp active management
Multi-factor investing is being billed as the next big thing by asset managers eager to continue to weaponise passive management.
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PA ANALYSIS: Why backing Europe is now a consensus call
Adversity is best tackled face on, and so the big call this year has been to overweight Europe, despite the uncertain geopolitical picture.
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PA ANALYSIS: Is now the time to go overweight oil majors?
The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?
