PA ANALYSIS: BoE back to square one as inflation forces grow
Balance was the word of the day following the release of the November Inflation report from the Bank of England.
PA Analysis
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PA ANALYSIS: High-yield bonds and emerging market debt – Divergent fates
While emerging market debt saw record quarterly inflows globally during the third quarter of 2016, the global hunt for yield does not benefit developed market junk bonds. But this could soon change.
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PA ANALYSIS: Don’t dismiss Carney’s bomb-disposal qualifications
South African finance minister excepted (and perhaps, England football manager), there are few harder jobs right now than the role of governor of the Bank of England.
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PA ANALYSIS: Is the bond sell-off a blip or just the beginning?
Yields rose notably this week and investors will be considering whether to stick to their guns to avoid making a paper loss a real one, or get out before things slide further.
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PA ANALYSIS: Bailey on a mission as FCA consults its A-team
The FCA today launched a consultation on its ‘future mission’, sounding more like something you would hear from the A-Team than the financial regulator.
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PA ANALYSIS: Is the EMD buying spree going to hold this time?
Saudi Arabia’s record debt sale last week showed that emerging market bonds remain in strong demand with yield-hungry investors. However, the question is whether appetite could reverse as quickly as it has in the past.
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PA ANALYSIS: Fiscal fears stoke bond bull capitulation calls
The death of the 30-year bond bull market that has formed the backdrop for most City careers has been predicted many times. It has yet to come to pass. But, if one were looking for signs that it is reaching an inflection point, the last seven days has proved a fertile hunting ground.
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PA ANALYSIS: Is BAT’s ‘lucky strike’ further evidence for a ‘great rotation’?
Massive, opportunistic M&A activity doesn’t tend to be a characteristic of the bottom of a cycle. Still-standing majors, snapping up capitulating minnows is common, but two behemoths joining forces is usually left for times when shares are expensive and can do a lot of the heavy lifting.
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PA ANALYSIS: Is the ECB scared to turn off the QE tap?
European Central Bank president Mario Draghi delivered a relatively short address on Thursday which was light on substance, but there was something in his remarks that may worry investors.
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PA ANALYSIS: Why is there a lack of good alternative Ucits funds?
Returns from alternative Ucits funds have been disappointing over the past couple of years. But perhaps fund selectors have to blame themselves for this.
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PA ANALYSIS: Inflation is here to stay – invest wisely
With rising prices for fuel, restaurants and hotel rooms pushing up UK inflation, is it any great surprise we’re all staying at home watching Netflix?
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PA ANALYSIS: Tracking responsibly – are ESG index trackers any good?
The growing popularity of index investing is only just starting to be felt in the world of responsible investing but as the market for plain vanilla trackers becomes increasingly crowded, what does the future hold for ESG passive products?
