PA ANALYSIS: Time to put an end to rip-off passive funds
Active managers are under pressure like never before to either justify or cut their fees, but have passive funds been getting an easier ride than they deserve as a consequence?
PA Analysis
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PA ANALYSIS: Is nimble the new cautious?
2016 has left a lot of investors wrong-footed, but if recent multi-asset moves are anything to go by, managers are looking to be increasingly fleet footed in 2017 to avoid being left flat on their backs.
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PA ANALYSIS: Renzi relief could be short-lived
Markets appear to have shrugged off Sunday night’s referendum loss by Matteo Renzi’s government, and while this will cheer investors it is far from clear that the fallout has been contained.
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PA ANALYSIS: EM argument growing despite Trump slump
One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.
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PA ANALYSIS: How many more skeletons in the bank vaults after RBS stress test fail?
Just when you thought it was safe to dip your toes back into the murky waters of banking stocks, so comes another stress test.
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PA ANALYSIS: Will the Fed turn its back on the world next year?
With a December interest rate rise now close to certain, investors will no longer be trying to assess when the Federal Reserve will raise rates next, but what the path will be after this.
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PA ANALYSIS: Is Barclays’ new platform the start of Fintech 2.0?
Barclays’ announcement on Monday that it has launched an execution-only platform should come as no surprise. But, it should serve as a reminder to wealth managers not to get too complacent.
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PA ANALYSIS: Black Friday zombies should reassure investors
As bargain-hungry consumers trail around the shops on both sides of the Atlantic elbowing each other out of the way to grab a heavily discounted television set on what is dubbed Black Friday, the data being generated by the combination of all these purchases is decidedly robust.
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PA ANALYSIS: Could gorging on US equities be too much of a good thing this Thanksgiving?
As Americans get stuck into their Thanksgiving day celebrations the rest of the world still has its eye on the investment ball and some may be weighing up whether, just as with food, you can have too much of a good thing.
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PA ANALYSIS: Pragmatic Hammond and the art of the possible
Anyone hoping for infrastructure spending plans on a Trumpian scale was disappointed on Tuesday by what most commentators described as a cautious and pragmatic Autumn Statement from Philip Hammond.
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PA ANALYSIS: Value vs growth not a black and white issue
Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.
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PA ANALYSIS: It is time for active managers to leave benchmarks behind
Benchmarks are a vital part of the asset management sector. Funds are measured against them, bonuses worked out in relation to them and entire sectors of the industry predicated upon them. But, if recent trends are extrapolated outwards, the days of the benchmark in its current form should be numbered.
