PA ANALYSIS: Can consumer power prop-up UK equities much longer?
There are one or two ominous signs emerging which suggest one of the key factors underpinning UK equities funds could be close to coming undone.
PA Analysis
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PA ANALYSIS: Why equity markets are oversold
October has seen equities rally somewhat, indicating that investors believe markets are oversold – but is this really the case?
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PA ANALYSIS: M&A frenzy should scare investors
As markets digest the news that AB InBev has agreed a deal to buy SABMiller for some £68bn, investors would be wise to consider what these kind of blockbuster deals may signify for markets.
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PA ANALYSIS: Should you be worried by Treasury’s advice review?
With the Financial Advice Market Review now fully in motion following the first consultation, advisers are bracing themselves yet another potential shift in the ever-changing industry landscape.
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PA ANALYSIS: The Fed: data-dependence or dithering indecision?
The release yesterday of the minutes of the September meetings of both US FOMC and the Bank of England’s MPC came and went with very little pomp and circumstance.
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PA ANALYSIS: Bonds are only unattractive relative to history
Widespread investor aversion to minimal bond yield spreads is buoying equity income and alternatives, but could investment grade and sovereigns soon be back in fashion?
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PA ANALYSIS: Will Godfrey departure steady the Investment Association ship?
The fact that Daniel Godfrey felt he had to leave his CEO post sheds much light on what was behind the threats from Schroders and M&G Investments to leave, but also raises new questions.
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PA ANALYSIS: Plenty of life in UK property
With a Federal Reserve interest rate rise looming large and the Bank of England believed to be not a long way behind, there is an obvious case to be made that UK commercial property has had its time in the sun for now.
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PA ANALYSIS: Does the wounded IA really need M&G and Schroders?
With two of the UK’s largest fund groups reportedly looking to end their ties with the Investment Association, have the first seeds been sown on an industry revolution?
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PA ANALYSIS: Weak US job numbers may prompt another Yellen U-turn
The US economy seems to be treading water at best now, with the latest non-farm payroll data released by the Labor Department decidedly unimpressive.
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PA ANALYSIS: Where to hunt yield that is actually worth catching
In an environment where bond yields are drying up, equity income is beginning to feel the heat and the threat of a liquidity crisis stalks silently in the background, it is becoming increasingly difficult to generate income.
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PA ANALYSIS: Searching for the good amid the bad and ugly
Reading headlines about both Volkswagen and Glencore this week brought to mind Sergio Leone’s film: The Good, the Bad and the Ugly – especially given that global financial markets have felt a lot like the Wild West in recent months.
