PA ANALYSIS: Time to put your feet up as ‘fear index’ drops to lows?
As the world neared a confrontation between two nuclear powers last week, the VIX index of volatility fell to a three-year low in an almost wanton display of indifference.
PA Analysis
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PA ANALYSIS: Is now the time to invest in active US equity funds?
After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump’s first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?
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PA ANALYSIS: Are platforms adding to property funds’ woes?
The rise of investment platforms has undoubtedly made the life of retail investors easier, but are they adding to problems when it comes to investments in property funds?
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PA ANALYSIS: Stars aligned for a European equities rally
The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.
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PA ANALYSIS: The European funds to back if bank rally continues
European shares rallied after the first round of France’s presidential election yesterday, but which funds stand to take advantage of any change in market leadership?
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PA ANALYSIS: What to expect as the big banks report results
Wealth managers will be keeping a keen eye on the banking sector this week as four of the sector’s biggest players report first-quarter results.
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PA ANALYSIS: Inflation’s ‘retro revival’ and how to counter it
Snap elections, rogue communist states and curious beards… today shares many similarities with the 1970s, but is inflation set to be the ultimate parallel with politics of the past?
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PA ANALYSIS: Does snap election signal time to cut UK equities?
The murky state of UK politics is cementing wealth manager and asset allocator aversion to domestic equity markets, as exposures continue to shrink.
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PA ANALYSIS: FCA attack a sign of pain to come for wealth managers
When the FCA published terms of reference for its Market Study of Asset Management in 2015, wealth managers breathed a collective sigh of relief.
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PA ANALYSIS: How to invest ahead of the French election
The first round of the French election is a few days away. So what are investors doing to protect against another potential shock victory and near-term volatility?
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PA ANALYSIS: Harness ‘animal spirits’ for investment success
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.
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PA ANALYSIS: Where best to hide from inflation
As March’s UK inflation figures were released predictions fired around whether it had peaked, interest rate expectations and all manner of rationale.
