PA ANALYSIS: A tale of two rights issues
When thinking of companies against which to compare the performance of Standard Chartered, my guess would be that platinum miner, Lonmin, would not be high on many lists.
PA Analysis
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PA OPINION: Pimco’s supergroup and the end of star managers
If you ever needed proof that personality is power in financial services, the fuss around Pimco’s new global advisory board says it all.
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PA ANALYSIS: In a low growth world suitability requires nuance
Two things are clear from the FCA’s latest thematic review of the suitability of wealth manager portfolios, the first is that the industry still has a lot of work to do, the second is that a more nuanced approach to what determines suitability may well be needed.
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PA ANALYSIS: Multi-manager fees under fire
Announced today, the departure of Mark Harries from Aberdeen has brought the spotlight back on the world of multi-manager. But it is one aspect in particular that’s the big talking point.
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PA ANALYSIS: Will Fed rate rise be a one hit wonder?
There appears no way back now that Janet Yellen and her Federal Reserve colleagues have all but committed to raising rates on 16 December, and a quarter point rise is largely priced into markets already.
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PA ANALYSIS: Fed hikes and imaginary monsters
I am out of ideas. Over the past few weeks a growing sense of déjà vu has crept into everything I have tried to write.
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PA ANALYSIS: Ways to play the ECB’s expected easing
The unexpected drop in Eurozone core inflation in November announced on Wednesday served to reinforce expectations that ECB president, Mario Draghi will announce further easing measures on Thursday.
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PA ANALYSIS: How to profit from cyber-security, the real ‘stress test’
Amid the fallout from the Bank of England’s all-encompassing stress test, there’s already talk about what wasn’t included – particularly a check on the banks’ ability to withstand a cyber-attack.
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PA ANALYSIS: Is 2016 going to be Europe’s year?
UK investors showed a clear preference for European equities in October, the latest fund flow data from the Investment Association reveals and, it is a trend that could continue as investor focuses to 2016.
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PA ANALYSIS: Black Friday descends on miners, but is it time to buy?
Black Friday sale mania seemed to have filtered through to stock markets on Friday with large swathes of the global market down on the day.
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PA ANALYSIS: GEM on the radar for bargain hunters after China’s Black Monday
63% of delegates at today’s Portfolio Adviser’s Expert Investor Emerging Markets event said they expect to increase their exposure to the asset class in the next year, up from 25% when the same question was asked in February.
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PA ANALYSIS: A ‘true blue’ Autumn Statement to reassure investors
The first ‘true blue’ Autumn Statement since John Major’s government in the 90s was short on surprises but had enough substance to reassure UK equities investors.
