PA ANALYSIS: Is a weaker pound a blessing or curse for investors?
A weakening currency is seldom a black and white issue.
PA Analysis
-
-
PA Analysis: Not another Brexit story…
With all the talk about the pros and cons of the UK’s place in Europe, are we ignoring a buying opportunity for investing on the continent?
-
PA ANALYSIS: The case for ‘comfort food’ investing
There are few things one can be definitive about at the moment, especially within financial markets. That journalists (and most likely the public) are going to be heartily sick of talking about Brexit in four months, is perhaps one of the few things everyone can agree on.
-
PA ANALYSIS: Should wealth managers do more to take advantage of volatility?
Volatility is a word that seems to have strongly negative connotations whether you are talking about markets or somebody’s personality.
-
PA OPINION: Now there’s a villain, Brexit drama can really begin
‘Extraordinary’ was how a number of commentators described the scenes in the House of Commons on Monday during the debate about whether or not Britain should remain in the European Union.
-
PA ANALYSIS: Is now the time for special situations?
The past week has left investors a little breathless. The FTSE 100 started the week well and held up more than many expected to spike through 6,000, but worries over Brexit, wages and oil saw it slip back below that mark, later in the week.
-
PA ANALYSIS: The US economy is making wealth managers earn their money
The United States accounts for around half of the global equities index so whether you like the asset class or not you can never ignore it, or eliminate it from a portfolio.
-
PA ANALYSIS: Record UK employment underlines weak wage numbers
The highest employment rate since records began and an unemployment rate languishing at a decade low should be a reason for economic optimism – and, theoretically, inflation.
-
PA OPINION: London vs Hong Kong – out of the frying pan…?
Even by the very nature of its name, HSBC has always been the most Asian-facing of the multinational super banks, so why does it want to extend its stay in London?
-
PA ANALYSIS: Time to bail out of Japanese equities?
What was viewed as a sign of desperation by many when the Bank of Japan cut rates well into negative territory at the end of January has been followed by a poor economic growth number.
-
PA ANALYSIS: Beware bears and the return of ‘RO-RO’
A flee from risk assets has investors fearing a prolonged bear market, but could we be entering a repeat of the ‘risk-on, risk-off’ concerns that bamboozled us a few years back?
-
PA ANALYSIS: Negative rates raise the stakes for getting it wrong
The Swedish central bank’s surprise announcement that it has pushed interest rates further into negative territory is the latest piece in what is an increasingly worrying puzzle.
