PA ANALYSIS: Return of volatility concerns wealth managers
The US airstrike on Syria and disappointing jobs data immediately brought down markets on Friday, and investment managers are beginning to protect their portfolios against more of the same.
PA Analysis
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PA ANALYSIS: Is M&A a raw deal for asset managers?
The ‘squeeze’ on asset managers’ balance sheets is well known, while recent deals in the sector have failed to cheer shareholders, but there are nonetheless pointers to the industry’s future winners.
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PA ANALYSIS: Are all your Apple(s) in one basket?
Pinning all our hopes in one direction nearly always ends in disappointment.
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PA ANALYSIS: Is there a method to the IA’s madness?
The Investment Association’s introduction of the Volatility Managed sector has left some scratching their heads, asking if there is a method to its madness?
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PA ANALYSIS: FCA must forget indices, think outcomes
The FCA has been vocal in its criticism of active funds failing to beat their benchmarks after costs, but is it picking the wrong fight?
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PA ANALYSIS: Protectionist US policies no threat to China
The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.
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PA ANALYSIS: ‘Trump gap’ more apt than ‘Trump trade’
Markets have faltered over fears of a gap between what president Trump promised against what he can deliver – so is positive macro news across the pond all its cracked up to be for an investor?
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PA ANALYSIS: ‘Caution over chaos’ or bold action after Article 50?
While the momentous triggering of Article 50 was rather anti-climactic, should investors proceed with caution or carry on as before?
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PA ANALYSIS: Tiered charging to revolutionise asset management
It is perhaps no accident that the business sectors that command the highest profit margins tend also to be the most well acquainted with controversy.
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PA ANALYSIS: Real alternatives for yield seekers
Record-low bond yields have sent investors in search of alternative credit options. With absolute return funds underwhelming, its time to look elsewhere in fixed income.
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PA ANALYSIS: Fear inflation, stagflation, or stagnation?
Some believe the bond markets point to stagflation rather than inflation, but other managers raise different concerns.
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PA ANALYSIS: Trust mergers – does size always matter?
Threadneedle UK Select trust (UKT) shareholders can look forward to a higher level of income as it looks set to merge into Henderson High Income (HHI) over the summer.
