PA Analysis

  • is it worth engaging with the fsa

    is it worth engaging with the fsa

    Today the FSA published guidance assessing the suitability of advisers using centralised investment propositions (CIPs) such as model portfolios or discretionary fund managers. Now it’s your turn to talk to them.

  • outsourcing an admission of strength not weakness

    outsourcing an admission of strength not weakness

    Outsourcing to discretionary managers is not an easy decision to make but it is invariably the right one – for the end investor at least.

  • bringing some colour back into pasty uk retailers

    bringing some colour back into pasty uk retailers

    Just like those pasties the politicians were trying a little too hard to enjoy this week, general sentiment towards UK consumer-facing businesses is lukewarm at best while our high streets remain a bit crusty around the edges.

  • can we afford to discriminate equity income

    can we afford to discriminate equity income

    Despite the fact we are well-versed in the ‘strong corporate balance sheets’, ‘growing populations’ and ‘changing demographics’ stories of emerging markets, there’s still an inherent lack of trust in the corporate governance standards of these economies.

  • income seekers happy to stick with bonds

    income seekers happy to stick with bonds

    When the tide comes in all boats rise, right? So, why then are so many people still seemingly anchored in the harbour?

  • shaughnessys departure highlights fidelity

    shaughnessys departure highlights fidelity

    The departure of Gary Shaughnessy as Fidelity’s UK managing director could not come at a worse time for the firm. In the year to the end of February it has seen total outflows of £1.8bn, with investor confidence in some of its flagship equity funds at a particular low.

  • fund buyers and sellers in agree shock

    fund buyers and sellers in agree shock

    It is not often that fund managers and intermediaries agree to the extent they are right now but at the moment there is a huge amount of consensus about the economic environment, resulting in remarkably similar asset class views.

  • time to get behind apcims

    time to get behind apcims

    APCIMS has come a long way in the past year, so why for some does it still represent the industrys stuffy stock broking past rather than its modern multi-asset future?

  • the one fund doing absolutely

    the one fund doing absolutely

    It’s no secret most absolute return funds have disappointed intermediaries, and their clients, by not fulfilling their aim of delivering returns above zero in any market conditions. But one fund has hit this target and it shouldn’t be punished for its peers’ transgressions.

  • uk still on austerity path

    uk still on austerity path

    The big news from todays Budget, from an economics perspective, is that UK inflation and unemployment are set to fall while the OBR has revised up its growth forecast. So, reasons to be cheerful?

  • ifas turn to poor performing uk trackers

    ifas turn to poor performing uk trackers

    Two pieces of research revealed in the past 24 hours show IFAs willing to up their allocation to UK equity trackers when they could be better off going down the active route.

  • and the winner of rdr 2013 is

    and the winner of rdr 2013 is

    Inevitably as D-day for the implementation of RDR creeps closer, research and reports discussing the impact of it become more and more frequent. So who’s shaping up to be the winner so far?