PA ANALYSIS: Have trusts chosen the perfect time to take on more debt?
Whisper it, but investment trusts are quietly increasing gearing. Six years into a bull market, the question is can they be sure this is the right way forward?
PA Analysis
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PA ANALYSIS: Wealth managers in danger of losing the youth
High net worth individuals are generally pretty happy with their wealth managers at the moment.
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PA ANALYSIS: Do we really need more bond funds?
With liquidity shrinking, volatility rising and the spectre of a first rate hike since 2009 looming ominously, it would be understandable to think that new bond fund launches would be few and far between.
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PA ANALYSIS: Time to forget about ‘safe havens’
The events of recent weeks could lead investors to draw a stark conclusion; there is no such thing as a ‘safe haven’ in investment terms any more.
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PA OPINION: The retail names that should leave index-tracking to the experts
Sniping at passives may be passé, but that still doesn’t explain the benefit that dyed-in-the-wool active fund groups achieve from fielding substandard tracker funds.
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PA ANALYSIS: Is there really a bond liquidity crunch coming?
The concept of daily liquidity for bond funds could soon be tested like never before if some of the more pessimistic market commentators are proved right.
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PA ANALYSIS: How deep should your US equities cut be?
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?
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PA ANALYSIS: Calpers – The ghost of asset management future
At first glance, the decision by investment behemoth CalPers to more than halve the number of external managers it uses, and a survey of 102 UK advisers conducted by Investec Wealth about what they look for in a DFM partner have very little in common.
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PA ANALYSIS: Eurozone bonds and equities combining to wrong-foot investors
As the longest day of the year approaches investors may well be struggling to work out how they should position portfolios for the summer markets.
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PA ANALYSIS: Rethinking wealth management’s regional race
Last week Hawksmoor announced not only the opening of a new Taunton office, but also its goal to become the biggest investment manager based in the South West.
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PA ANALYSIS: Investors would do well to heed IMF storm warning
The impact of a stronger dollar on growth and job creation in the US seemed a significant part of the reason behind the International Monetary Fund’s warning to the US Federal Reserve it should delay raising rates until next year.
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PA OPINION: Active share trend ‘misunderstood and misused’
‘Active share’ is fast becoming fund management’s equivalent to the selfie stick. A fashionable parade of vanity that’s damn annoying for everyone else out of the picture.
