PA ANALYSIS: Volatility, bad omens and the dangers of central bank intervention
It is probably a good thing that most investors don’t tend to believe in bad omens.
PA Analysis
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PA ANALYSIS: Fiddling allocations while Greece burns
At most there are three things that can be said with any certainty about the ongoing Greek crisis.
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PA ANALYSIS: Why UK equity managers are battling with the small print
Forget Greece and today’s other macro matters, the way forward is in the small print, especially funds within the UK All Companies sector.
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PA ANALYSIS: No room for complacency as markets prepare for Greek worst
“Events in Greece have tipped the balance,” Bank of England Governor, Mark Carney, said on Wednesday as explanation for the Financial Policy Committee’s view that risks to financial stability have worsened.
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PA ANALYSIS: Mixed messages making UK equities a tricky call
Mixed messages on the health of the United Kingdom’s economy are making deciding on a UK equities weighting a particularly tricky task right now.
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PA ANALYSIS: Has the market just looked down?
In the old Road Runner cartoons, Wile E. Coyote spent a lot of time running on air. Having run off a bridge or a cliff, he would remain remarkably buoyant for a while. Then he would look down and, of course, plummet to the floor.
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PA ANALYSIS: Liquid alts demand set to surge as traditional lines blur
Demand for liquid alternative mutual funds is expected to more than double to $664bn by 2020, PwC says in a new report.
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PA ANALYSIS: Is it a bad time to be piling into property?
As Greece and its creditors continue to play bluff and counter-bluff ahead of the deadline for its International Monetary Fund payment, property funds have rarely been more in favour.
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PA ANALYSIS: Making sense of the UK equity summer shuffle
As the City heats up, we’re seeing something of a summer shuffle in UK equity managers, but where will the hot returns come from over the coming months?
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PA ANALYSIS: Is Legget the right man to steer Artemis Growth?
With one distinctive manager replacing another, will Ed Legget’s decision to quit Standard Life Investment for Artemis Investment Management prove to be a good fit?
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PA ANALYSIS: ‘Me too’ funds no longer an option for fund groups
Almost a fifth of investment companies have appointed a new fund manager in the last 18 months the Association of Investment Companies said on Monday.
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PA ANALYSIS: Volatility, reputation and the rise of the boutique
The launch of Brighton Capital Management earlier this month has put the spotlight once again on the ongoing tug-of-war between boutiques and behemoths.
