PA ANALYSIS: Woodford’s bold move puts pressure on whole industry
Neil Woodford’s peers in fund management have once again been caught off guard by a bold move from Britain’s best known investor.
PA Analysis
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PA ANALYSIS: The active cash conundrum
European Wealth has raised its cash levels, having taken profits from some of its more aggressive positions in emerging markets and Asia.
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PA ANALYSIS: Is the Fed creating opportunity or danger in US credit?
The split among the members of the Federal Open Market Committee over the last rate decision revealed by the meeting minutes, and the dovish tone, presents some fresh food for thought for investors.
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PA OPINION: Why investors are running out of new ideas
Call it symptomatic of the summer lull but, with so much debate centred on cost, genuine product innovation seems to have taken something of a back seat.
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PA ANALYSIS: Muddled inflation picture fuels monster worries
Despite a mixed picture for inflation globally investors remain content to err on the side of the central banks, but something has to give.
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PA ANALYSIS: Views split on gold’s investor driven inflection point
The first half of 2016 was the first time investment has been the largest component of gold demand for two consecutive quarters. Should this leave gold bugs feeling vindicated or afraid?
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Bubble warning: Five indicators to watch out for
As the old strategy of “sell in May” has proved a failure thus far in 2016, Russ Mould, investment director at AJ Bell, looks at five indicators investors can use to judge whether there are further gains to be made or whether markets are entering bubble territory.
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PA ANALYSIS: Cofunds deal a rare win all round
The sale of Cofunds is a rare example of an asset sale that is a win for all concerned.
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PA ANALYSIS: Insurers fortunes vary in investment industry’s bleak half
The half year numbers out from three of the UK’s largest insurance companies over the past few days illustrate the increasing importance of backing the right asset management horse.
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PA ANALYSIS: Time to pick the winners from the ‘end of austerity’
Investment trusts have demonstrated impressive post-referendum resilience in recent weeks, with top-level macro swings indicating positive things to come for real assets.
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PA ANALYSIS: The commodity bull case revisited
Investors have again started looking at increasing their exposure to commodities this year. However, the asset class has delivered mixed results so far.
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PA ANALYSIS: Falling discount rates – gain before the pain
The ultra-loose monetary policy pursued by central banks since the financial crisis has implied an unprecedented fall in discount rates, which has led to a massive front-loading of returns: not only for bonds, but also for equities. Does this mean you should take your profit now and sell?
