PA ANALYSIS: Is Old Mutual Wealth’s reshuffle a step forward or back?
Old Mutual Wealth’s multi-asset management reshuffle is a bold and interesting move, but it is far from clear whether it will be a good one.
PA Analysis
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PA ANALYSIS: Is Glencore the canary in the bull market coal mine?
At first glance, a debt-fuelled, mining behemoth and a little yellow bird have very little in common. But, when the bird in question is a canary, and the behemoth is Glencore, then it might be possible to imagine a comparison.
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PA ANALYSIS: Playing the contrarian post-China rout
With global equities return forecasts reasonable at best, a dearth of exciting ideas may leave investors looking for contrarian plays.
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PA ANALYSIS: Jury out on marquee signing Riddell
Allianz Global Investors’ capture of former M&G Bond Vigilante Mike Riddell is a marquee signing, but the jury is still out on what it means for both his new funds and employers.
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PA ANALYSIS: How to play the Volkswagen situation
The emissions test rigging scandal that has engulfed Volkswagen this week has created an interesting dilemma for investors.
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PA ANALYSIS: UK bets on Chinese golden age as Fed drops baton
If any further evidence was needed of the long term direction of travel for global financial markets, one need look no further than Aberdeen Asset Management’s announcement that it has been granted a business licence to operate in China.
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PA ANALYSIS: Finding absolute return diamonds in the rough
Defaqto has singled out ‘mandate fulfilment’ and ‘tail risk’ in its new Diamond Rating for absolute return funds, but investors still face a tough task in finding a strategy with the right cut for their needs.
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PA ANALYSIS: The Fed has set a dangerous precedent
In holding interest rates at rock bottom this week, the Federal Reserve has set a dangerous precedent which may come back to haunt it, and the global economy.
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PA ANALYSIS: Could trust illiquidity spark a dash for the closed-ended door?
A Winterflood Business Services survey recently revealed that out of 216 companies surveyed, 67% now exceed the required industry market cap of £100m, while 43% have market cap of more than £250m.
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PA ANALYSIS: Some alternatives are more equal than others
Investment companies have raised £3.9bn in this year-to-date, already more than any full calendar year in history, the Association of Investment Companies said on Wednesday.
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PA ANALYSIS: The Fed has snookered itself
With the most anticipated interest rate decision of recent times imminent, it seems the Federal Reserve is firmly stuck between a rock and a hard place.
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PA ANALYSIS: Why the IA must take heed of the alternatives
The Investment Association’s grandly titled ‘State of the Investing Nation’ report covers many familiar themes, but the greater sophistication of funds and their investors is what really needs to be addressed.
