whats happening to european equities
Europe is still very much on investor buy lists, but the scene is changing and a more discerning approach is needed.
PA Analysis
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The search for fixed income relevance
The fixed income space is living through interesting times and it is becoming increasingly evident that new products are needed.
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Bad time for the industry to be on the beach
It is fair to say that this week is the very peak of the summer as far as the investment industry goes but it could be a bad time to take your eye off the ball.
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Wealth managers derisking on fear of correction
Its a mantra weve all become accustomed to: equity valuations are not cheap, but nor are they excessively expensive. But are we just setting ourselves up for a fall?
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Worldwide waiting game as the Fed stalls
Assessing the health of the global economy is a bit like watching the Commonwealth Games; each triumph is something to celebrate, yes, but you wonder what difference it would make if the Americans got involved.
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What’s happening in the All Companies sector
Looking at the figures, the Woodford Effect is somewhat obvious as investors placed their money behind a fund manager pulling out of the All Companies sector. But what do these high inflows mean for income investors?
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Advising US clients in a full FATCA world
In the first part of a series on the implications for portfolio construction for US clients, Portfolio Adviser looks at the increasingly binary nature of advice post the introduction of FATCA.
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UK economy top of the world UK plc profits trouble
As has been much trumpeted by the government and its media advisers, UK economic growth is projected to be the strongest among all developed countries this year.
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pa analysis how much risk is good risk
Latest ONS figures are positive, but with global conflicts rising on the forefront how much risk should investors take on?
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Wealth manager numbers paint rosyish picture
While a few notes of caution were raised in the spate of wealth manager results released in the last few days, the outlook is generally fairly sanguine.
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Are drilledout miners heading back to surface
After a tough few years miners are doing better this year, but just how sustainable is the turn depends on where you are looking.
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Time to think about the alternatives
If you’re like me, the prospect of bonds and equities rising in tandem as they have done in recent months is an unnerving sign.
