pa analysis: is paras anand any good?
Fidelity has just hired a new head of Pan-european equities – but is he any good?
PA Analysis
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PA ANALYSIS: Clock ticking on financials funds
Similar claims are being made again now, but it’s tough to believe we’ve hit rock bottom. Just because RBS, Lloyds, Barclays and co’s share prices have fallen off a cliff since the start of the year, that doesn’t mean they can’t fall further still. Yet financials funds and their providers still espouse their sector of…
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PA ANALYSIS: UBS has to be the last line in the sand
Following the latest rogue trading scandal, when will banks get serious about their risk management?
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PA ANALYSIS: Banks’ recovery on shaky grounds
The volume of negative news around banks at present means a tough time will only get tougher.
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PA Analysis: Unlike Obama I’m no bull
Obama must be bullish on the US economy, but for American stocks it will be far from plain sailing.
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PA ANALYSIS: Correction made but small caps still strong
Small caps have a great 12 months compared to their larger equity peers but it is still too early to tell whether it as an indicator of the start of something more substantial.
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PA ANALYSIS: Q4 may force portfolio allocation changes
As Q4 approaches, investors may have to increase the risks they take with their asset allocation.
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PA ANALYSIS: Macros + liquidity + demand = GEM ETFs
The current macros added to investors’ need for liquidity will lead to more GEM ETF launches.
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PA ANALYSIS: The FSA is confusing ‘complex’ with ‘risky’
The FSA is warned that complex product structures do not necessarily increase their risk or returns.
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PA ANALYSIS: Investors want ‘safe’ but are unsure what it is
Investors are having to juggle with the changing definitions of what constitutes a safe haven asset.
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PA ANALYSIS: Investors need to take a punt on no more QE
Globally PMI data makes for poor reading but more QE is not the answer to generate growth.
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PA ANALYSIS: ECB and IMF in European debt row
The IMF and European Central Banks have fallen out over the region’s banks’ sovereign debt exposure.
