PA ANALYSIS: FCA chief sets the scene for culture clash
Incoming Financial Conduct Authority chief executive Andrew Bailey appears to have put financial services firms on notice that they can expect significant change under his regime.
PA Analysis
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PA Opinion: Finding the line between the ‘new normal’ and the not normal
The news this past Wednesday that Barclays is once again offering 100% LTV mortgages, albeit with significant strings attached and hoops to jump through, brought memories of the financial crisis flooding back.
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PA ANALYSIS: No panic as Columbia Threadneedle loses its equities ‘rock’
As Leigh Harrison puts mountaineering at the top of his to-do-list in retirement, can Columbia Threadneedle’s UK equities franchise continue to scale the dizzy heights without him?
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PA ANALYSIS: UK consumer stocks now more liability than asset
The resilience of the British consumer was supposed to be something United Kingdom equities investors could rely on in the face of various other headwinds but things have changed.
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PA ANALYSIS: Has the tide finally turned for inflation-linked bonds?
With the eurozone currently experiencing deflation, inflation-linked bonds are probably not the first thing on the minds of investors.
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PA ANALYSIS: The US economy paints the global future
As the largest in the world, the relative strengths and weaknesses continue to fuel the influence of the US economy globally.
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PA ANALYSIS: Ignore the seven-year itch, stick with the “unfashionable” bulls
Seven years of equity rises, have we really seen any evidence of complacency that ended previous bull markets?
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PA ANALYSIS: Is this the bottom for banks?
Momentum investors will tell you that a good indication of the bottom of a particular market is the point at which bad news stops moving share prices downwards.
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PA ANALYSIS: Investors will struggle to find the signal in the Fed’s noise
As the Federal Open Market Committee settles into another two day meeting, investors would be right to have low expectations on the level of clarity they will get as a result.
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PA ANALYSIS: BHS, cautionary tale or canary in the retail coal mine?
On a fairly gloomy day on markets, the FTSE 350 general retail sector was up around 0.5% on Monday. A clear indication that many within the market are of the view that the sector has little to fear from the announcement that BHS has filed for administration.
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PA ANALYSIS: Property is not even a diversifer these days
Property used to be an alternative investment, a diversifier to equities, bonds and cash but as external influences push investor sentiment further south, it is struggling to even be this.
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PA ANALYSIS: Is now really the time to return to EM?
It has been the question probably most frequently asked by investors over the past few years: should I increase my allocation to emerging markets now? Often the answer has been negative as short-lived rallies have failed to sustain themselves. Will this time be any different?
