How to hedge against inflation
Global markets recently faced a correction, inflation remains above the 2% target and interest rates are likely to rise, but how can investors prepare?
PA Analysis
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Can Europe maintain its stellar 2017?
Recent statistics from Eurostat showed that the European Union economy expanded at its fastest rate for 10 years in 2017, registering a 2.5% increase on the year before.
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Don’t underestimate currency risk
Currency is the “biggest hidden risk” to equity portfolios, yet many investors are not aware of the threat it poses, according to Natixis Investment Managers.
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The dangers of key man risk in investment trusts
What a difference a couple of weeks can make in the investment trust world. At the start of February, the River & Mercantile UK Micro Cap trust was trading a 16.2% premium to net asset value (NAV), following a strong run of performance, but that was soon to change.
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Absolute return popularity could signal further volatility
Absolute return strategies are the asset class most European fund selectors wanted to buy even before the recent rise in volatility in bond and equity markets, all except the Dutch who are not so keen on the strategy.
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ESG is suffering an identity crisis
More than £1bn of retail money flowed into ethical funds in 2017, representing the highest annual level of sales for this type of fund ever, but the sector’s progression is stifled by an identity crisis.
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Don’t expect the BoE to turn hawkish
January consumer price index (CPI) data and recent comments from Bank of England governor Mark Carney himself seem to suggest that an interest rate rise next month is inevitable. But it would be overhasty to assume that the dovish central bank will suddenly turn hawkish.
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Three tips for navigating market volatility
Advisers were on red alert last week after market volatility once again reared its ugly head, but what should they be telling clients?
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Why South Korea is not skating on thin ice
The eyes of the world fell on South Korea on Friday, as the opening ceremony of the 2018 Winter Olympic Games took place in Pyeongchang.
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What fortune will the Year of the Dog bring China?
February 16 marks the Chinese New Year, with 2018 welcoming the Year of the Dog. However, while the dog is associated with honesty, faithfulness, and a strong sense of responsibility in the Chinese zodiac, investors will be hoping for a repeat of 2017 – the Year of the Rooster – which saw the MSCI China…
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Right time for convertibles but fund selectors lukewarm
State Street Global Advisors (SSGA) is focusing part of its fixed income portfolio on global convertible bonds due to expectations of higher interest rates and a stronger equity market over the next 12 months, but fund selectors are only mildly interested in the asset class.
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Is this sell-off a blip or the big one?
Is Tuesday’s worldwide sell-off a blip or a more serious and long overdue market correction? And how did investors handle the frantic flurry of trading activity?
