PA ANALYSIS: Europe the saviour as US market slumps?
Although European stocks have gotten caught in the cross-hairs of Wednesday’s Trump trade downturn, with the earnings recovery underway, it would be a mistake for investors to discount them.
PA Analysis
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PA ANALYSIS: Fixed maturity funds – has the opportunity passed?
2016 saw some highly successful launches of fixed maturity bond funds as investors took the opportunity to lock in attractive yields combined with reduced duration risk.
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PA ANALYSIS: The battle for financial services as Brexit gets real
Remembered as England’s “largest and bloodiest” encounter, the Battle of Towton of 29 March 1461 gave the country a new monarch and deepened divisions that would not be healed for decades.
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PA ANALYSIS: The price ain’t right as investors focus on fees but forget valuations
Getting value for money is the topic dominating the funds industry today, but on two different fronts.
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PA ANALYSIS: Is Wood leaving JOHCM UK Opps in equally cautious hands?
As John Wood prepares to pass his £1.8bn JOHCM UK Opportunities Fund from his cautious hands into those of his two co-managers, fund selectors are relieved to hear of a fair succession plan.
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PA ANALYSIS: Dutch elections first gauge of EU populist fever
The Dutch elections are unlikely to result in the populist, anti-EU Freedom Party (PVV) taking power. But the elections are important for another reason.
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PA ANALYSIS: Yarrow, Stick and co leading defensives revival
Much has been made of UK investors’ supposed rotation into cyclicals, but it has been noticeable how more defensively minded stockpickers have returned to form in 2017.
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PA ANALYSIS: Are inflation-linkers the right answer to reflation?
Inflation-linked bonds have been a popular trade in recent months, and investors plan to continue buying more as inflation expectations are being revised upwards. But can you really tame the spirits of reflation with inflation-linkers?
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PA ANALYSIS: Is growth upgrade as rosy as it seems?
The forecast for UK growth saw its “biggest upward revision”, a “boost” to the UK Treasury and even “soared” on Tuesday, at least according to the headline reaction to the latest OECD numbers, but is the picture as rosy at it seems?
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PA ANALYSIS: How ‘most influential’ Tulloch delivered in volatile Asian markets
Angus Tulloch has been a name synonymous with Asian investing since the emerging region was in chrysalis stage, and so will be greatly missed in his retirement.
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PA ANALYSIS: Fed poised to act but no bond ‘bloodbath’
Treasury yields saw their largest one-day increase for over three months on Wednesday, but is the Fed right to be hawkish, and what does this mean for the bond bull market?
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PA ANALYSIS: Time to buy in to record-high equities?
The MSCI World keeps breaking records, powered by a seemingly unstoppable US equity rally. Is it a good idea to up your allocation when markets are at a record high, or should you take a contrarian stance?
