On the one-year anniversary of president Donald Trump’s inauguration, his administration is more divided than ever with growing murmurs of a government shutdown. One thing the president seems to have unwavering support on is his tax bill, but with treasury yields rising should investors be more concerned?
During almost a decade of experimental monetary policy from central banks, inflation has been notable by its absence across most economies. With monetary policy beginning to diverge and unemployment falling, will it rear its head again or has it peaked?
If there is one thing the fund management industry likes it’s an anniversary. Depending on the success of a fund, accompanying press releases always seem to mark a one-year anniversary, while getting to three years is a bigger deal in the hope it will hit the radar screens of those who apparently don’t consider such…
Carillion’s investment story, like other firms before it, ultimately evolved into something that sounded too good to be true. Its collapse on Monday raises many questions, namely, at the stage it was in before entering liquidation, who would have even wanted to own it?
With net retail sales of some £7.25bn in the first 11 months of 2017, it’s fair to say last year was a good year for the IA Sterling Strategic Bond sector.
Everyone has heard about the bitcoin bubble; Neil Woodford has warned of a new tech bubble; and now investors are voicing concerns about a passives bubble. But if such a bubble exists, is it ready to burst? Or will index funds continue to steal market share away from their active peers?
Could Mifid II be responsible pushing markets into a downward spiral? Perhaps not, but a rule requiring managers to report any 10% fall in a portfolio to clients will do little to discourage the buy high/sell low mentality of the man on the street.
After months of planning, EU regulations Mifid II and Priips finally came in to full force last week, but uncertainty around what it means for US funds on platforms remains.
Whenever a fund manager has a prolonged period of success in their area, certain terms get bandied about as to their status within that field. One favourite used by journalists is ‘guru’, indicating a manager has moved on from ordinary status, to the extraordinary.
While the pace of change may differ between clients, for the future of ESG investments the only way is up. So, how at risk are the funds or wealth managers that do not manage to move to a full ESG-process across a client’s entire portfolio?
With 2017 in the rear-view mirror, what lessons (if any) have investors learned that will shape the way for the next 12 months?
After a decade of uber-low interest rates and loose monetary policy, consensus is that central banks around the world will continue to tighten their belts in 2018, so how best to tackle the shift?
