PA ANALYSIS: The time for transparency is now
If the financial services community needed any further evidence of the sea change currently underway, a quick scan of Monday’s headlines should have done the trick.
PA Analysis
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PA ANALYSIS: £715m in ‘ok’ funds is not good enough
Last year saw record inflows into SRI funds yet the choice available is ok at best according to the buyers and potential buyers of said funds.
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PA ANALYSIS: Lloyds leads the way in new age of boring, dependable ‘utility’ banks
With speculation of a return to favour for traditional value hunting grounds, particularly commodities, there has been less discussion on the fate of financials – but that could be a good thing.
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PA ANALYSIS: Yellen reminds markets the Fed is in charge
Janet Yellen’s Economic Club of New York speech provided a timely reminder that nobody can move markets like central bankers.
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PA ANALYSIS: The case for post-holiday investment optimism
Returning to work after a two and half week holiday always involves a little bit of trepidation: What have I missed, how much email will be lying in wait, do I really have to go back to school?
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PA ANALYSIS: For gold’s sake, stop talking safe havens
Gold has had a good start to 2016 but three months of positive fund returns and an upwardly mobile price are not enough to badge it as a safe haven.
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PA ANALYSIS: Investors strangely confident on Europe
Research by UBS has revealed what seems a surprisingly high level of confidence in European equities among investors.
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PA ANALYSIS: Tackling share buybacks top priority for IA’s ambitious Action Plan
Set in motion last summer, the Investment Association’s long-awaited Productivity Action Plan aligns the funds world with the Chancellor’s grand plans to “fix the foundations” of the British economy.
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PA ANALYSIS: Are high yield’s new fans clutching at straws?
Money has poured into high yield bond funds at a rare pace over the past month but is this a sound move based on merit, or a case of return-starved investors clutching at straws?
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PA ANALYSIS: Now is not the time for value ‘cold feet’
It is always darkest before the dawn. It is the sort of cliché that gets used only when one is tired, when there really isn’t much left to be said. Which, I would hazard to guess, is how a lot of value investors are currently feeling.
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PA ANALYSIS: ‘Special’ yield boost for UK small and mid-cap income funds
AJ Bell estimates the cost of cuts to dividends in the FTSE 100 at a staggering £5.7bn during 2015 and 2016, so should income seekers be looking further down the cap scale?
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PA ANALYSIS: A smart, cautious Budget with sugar-free sweeteners
Whether you support or oppose Chancellor of the Exchequer George Osborne and his party, it is hard to argue he is not a shrewd operator and a safe pair of hands for the British economy.
