PA ANALYSIS: Wealth managers on the fence despite commodities shift
BofA Merrill Lynch’s Fund Manager Survey recorded the biggest monthly jump in allocation to commodities on record in February, so who’s buying and who’s staying clear?
PA Analysis
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PA ANALYSIS: We consumers are ready to save the day
For the rest of 2016, being less pessimistic could be what consumers need economies and companies to feel to encourage them to come to their rescue.
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PA ANALYSIS: Changes for the ‘changemaker’ as investors price up Old Mutual Wealth
The four-way split of Old Mutual may be big news globally, though for UK observers – and potential acquirers – the more remarkable story is its growing Wealth business.
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PA ANALYSIS: Will Draghi ever be able to do enough?
The ECB’s latest salvo in the fight against the prospect of deflation was initially met positively by markets. But, a lack of a clear message that the Bank will cut rates further from here sent markets falling again almost as quickly.
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PA ANALYSIS: An emerging markets turning point or false dawn?
The recent modest recovery in oil and other commodities prices has prompted some early calls that a widely unloved asset class recently could be close to seeing better days.
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PA ANALYSIS: Growth shock the biggest threat to income managers?
The AIC’s annual list of “dividend heroes” has always been a cause for celebration for the best UK Equity Income trusts, but in the current climate investors may wish to start spreading the net wider.
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PA ANALYSIS: When it comes to rates, be careful what you wish for
It is not every day that the Bank of International Settlements warns that confidence in central bank omnipotence has begun to falter, but when it does it is worth a read.
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PA ANALYSIS: High time for high-yield, the US equity substitute?
Those who believe that ‘risk-on, risk-off’ is consigned to the past look away now, with record inflows into US high-yield indicating that sentiment has shifted once again to the spicier end of the fixed income spectrum.
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PA ANALYSIS: Time running out for Europe’s closet trackers
With returns from European equities distinctly harder to come by than during the QE inspired climb last year, active funds falling short in active share terms are going to find investors less forgiving.
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PA ANALYSIS: Is it time to rethink dividend yields?
Barclays’ decision on Tuesday to more than halve its dividends for the next two years and Glencore’s to suspend payments completely are the latest in what is now a parade of FTSE 100 companies to slash dividends in recent months. And, serves to underline the challenge currently facing equity income managers.
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PA ANALYSIS: Could volatile markets spur structured products renaissance?
Look beyond the marketing, and retail funds arguably carry more complexity now than ever before – so why do some products take more flack than others?
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PA ANALYSIS: Fixed income funds leak as liquidity fears linger
Fixed income funds saw outflows of £267m in January 2016, the Investment Association said on Monday, which accounted for more than half the total outflows of -£463m recorded for the month.
