PA ANALYSIS: How safe is all that new cash in European equities?
June is shaping up to be a significant month in the history of the European Union, and for European shares.
PA Analysis
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PA ANALYSIS: Will Dean prove a worthy champion?
When one thinks of fund management, thundering hooves and the clash of brawn and burnished steel are almost never the first things to come to mind.
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PA ANALYSIS: Is a UK rate hike coming quicker than you think?
The prevailing consensus has settled around the expectation that the first UK interest rate hike is a considerable way off, but there are reasons to think this could quickly change once again.
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Volatility, high-yield and the risk of policy error
The past few weeks have been somewhat of a rollercoaster ride for investors across markets.
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PA ANALYSIS: Strategies for when markets misbehave
From forex-rigging bankers to (allegedly) naughty FIFA officials, Lord Acton’s famous words on how “absolute power corrupts absolutely” have rarely been more relevant. But what absolutes are there for when markets misbehave?
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PA ANALYSIS: Time for small caps to shine?
As valuations of big name companies in the United States and to some extent the United Kingdom look increasingly rich, investors may become more tempted to turn to less obvious targets.
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PA ANALYSIS: Drilling for profit through oil price volatility
Malaysia’s state oil company, Petronas, is the latest casualty of the slump in oil prices, announcing on Friday a 43% decline in first quarter profits and saying it expects sustained low prices to continue to affect its 2015 performance.
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PA Analysis: Jupiters star hire bodes well for EM alignment
Jupiter Asset Management CEO, Martin Slenderbroek recently compared the firm to the oil services industry.
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PA Analysis: Chinese QE more curse than blessing?
Expectation is mounting that China is planning its own version of quantitative easing and investors weighing up how to play the world’s most populated country may struggle to assess the situation.
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Pa analysis: harwood/wellian tie up a sign of things to come
Harwood Capital’s acquisition of Wellian Investment Solutions is by no means on a par with the Old Mutual’s acquisition of Quilter Cheviot. Nor is it of a size similar to Towry’s purchase for £97m of AIM-listed Ashcourt Rowan. But, what the deal lacks in size, it could well make up for in intent and symbolism.
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PA ANALYSIS: Is the Megacap M&A season heading south already?
BHP Billiton’s spin off and listing of South32 fell rather flat on Monday, as its shares traded at the lower end of analyst expectations, giving the newly minted firm a market cap around $8.7bn.
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PA Analysis: Growth bubbling under, or underwhelming bubble growing?
The recent bond market gyrations have disturbed the fragile peace that had broken out between bulls and bears. Some of the stronger consensus calls have been dented and questions about bubbles have once more to emerge – as have advocates for both sides.
