Time for a fresh view of Europe
These are precarious times for European equities but there is still plenty of value out there for those investors willing to dig a little deeper.
PA Analysis
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Digging deep for income inspiration
The traditional well of income-yielding assets may be running dry but can alternatives compensate?
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Fund Manager Profile David Moss and Sam Cosh
European equities have had a strong run in recent times, but F&Cs regional team remains optimistic in continuing to deliver for investors through a shift to quality.
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PA ANALYSIS is energy back on shopping list
Out of favour in markets over the past years, energy equities are starting to capture the imagination of investors and making it on their to-buy lists.
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Pricing up our obsession with valuation
Loopings, barrel rolls, corkscrews and a lot of G-forces: do you think you can handle this? So reads a spam email Ive just received from what purports to be a dream job offer for a roller coaster tester in Holland.
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Central banks likely to stay the top story
As we enter the second half of 2014 one of the most important themes is the divergence of central bank strategy around the world and how this will hit different asset classes.
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Six months in gold India the surprise winners
A look back at the first six months of 2014, reveals some interesting trends and raises a few flags of caution.
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One year on can he or Carney
On 1 July Mark Carney will celebrate his first year as Governor of the Bank of England, but has he done enough to justify his billing as the worlds greatest central banker?
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Are markets just a little too calm
With volatility near or at record lows across most asset classes and central banks starting to change their tune, is it time to be a little more cautious?
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pa congress analysis arguing for domestic bliss
The UK market has been feeling its way in the dark when it comes to interest rate rises, but market demand is likely to continue.
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Asian peripheral European equities looking good
According to the members of the PA Congress ex-UK equities panel, looking through the macro noise one can discover some good opportunities.
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End of bond bull run doesnt mean end of story
While a 30 year bull run in the bond market has come to an end in the view of most in the industry, the members of the PA Congress UK 2014 fixed income panel said there is still plenty of opportunity left in the asset class.
