PA ANALYSIS: Banks are the bellwether that matters most
There were many lessons to be learnt from the financial crisis in the latter part of 2008 and we have been given a timely reminder of one of the biggest.
PA Analysis
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PA ANALYSIS: Gold’s safe haven lustre returning
Unlike most asset classes, which have started 2016 in much the same way they left off in 2015, gold has seen a significant reversal.
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PA ANALYSIS: Which fund groups will profit in tougher times?
Woodford Investment Management, Standard Life Investments and BlackRock led the way in terms of retail sales in 2015, but altered market conditions this year threaten to shake things up considerably.
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PA ANALYSIS: Time for a referendum risk-off move?
Prime Minister David Cameron has proclaimed victory in his battle to agree reforms for the United Kingdom’s European Union membership terms.
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PA ANALYSIS: Beware China’s rapidly diminishing cash pile
The ‘humiliation’ of emerging markets, led by China, is currently at an extreme says Bank of America Merrill Lynch.
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PA ANALYSIS: Did Uncle Sam shoot himself in the foot?
The ‘first rate rise since the financial crisis’ was a long time coming and markets initially responded relatively well, but it is starting to look like a miss-step by the Federal Reserve.
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PA ANALYSIS: US tech firms taking a bite out of Apple
“Secrets are lies, sharing is caring, privacy is theft,” a chilling extract from Dave Eggers’ ‘The Circle’, a superb dystopian novel on the logical outcome of our addiction to the internet and social media. Alphabet’s crowning as the world’s most valuable company suggests the future is already here.
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PA ANALYSIS: Where does Richards´ departure leave Aberdeen?
Probably the only people who would be willing to trade places with Aberdeen Asset Management CEO, Martin Gilbert right now are his peers in the mining sector.
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PA ANALYSIS: Are we seeing central banks’ last roll of the dice?
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory.
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PA ANALYSIS: Bailey reign must look beyond the easy wins
Having just announced its new chief, the FCA is topping off a busy week by initiating investigations into former HBOS senior management. We should prepare for a regulator eager to flex its muscles.
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PA ANALYSIS: An oil price recovery could be in sight
Oil remains one of the dominant themes in asset allocation and investment generally, perhaps only surpassed by central bank policy in prominence.
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PA ANALYSIS: Banking on Bailey
Looking at the headlines that have come out so far, the appointment of Andrew Bailey as head of the Financial Conduct Authority has been hailed as everything from a surprise to a masterstroke.
