Bitcoins – passing fad or new era of investment?
Bitcoins have attracted a tremendous amount of noise this year and are now firmly in the mainstream. But are cryptocurrencies a passing fad? Or should investors be paying attention?
PA Analysis
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Rate rise: One-and-done or the start of tightening?
The market has put the odds of the Bank of England’s Monetary Policy Committee (MPC) raising rates so low that the bigger surprise will come if it suddenly decides not to hike.
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St James’s Place – is the criticism valid?
As St James’s Place Wealth suffers another week of grim headlines about its charges and advice model, is now the time for rival IFAs and restricted advisers to win business and clients off what is arguably the market leader?
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‘You’re hired’: does Trump’s Fed pick matter?
US president Donald Trump may be touting his pick for Federal Reserve chair as an “anxiously awaited” event, but how are investors preparing for Thursday’s big reveal?
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PA ANALYSIS: Should investors buy the Catalonia dip?
Dips to buy in have become ever scarcer in the QE-led era, but does the performance gap between Spanish and other European equities that has emerged thanks to the political turmoil in Catalonia present investors with a great opportunity?
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PA ANALYSIS: Mifid II – is the pain worth it?
Mifid II is viewed by many as complicated, opaque and onerous to implement, not to mention costly, but once the heavy lifting has been done does the industry stand to benefit from the new regulatory regime?
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PA ANALYSIS: The fashionable age of concentrated funds
Warren Buffett has one, Keynes said they were best for returns, but what can be gained from a concentrated portfolio?
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PA ANALYSIS: Is there a future for AI post-Brexit?
There has been a lot of talk about the City’s emergence as a mecca for artificial intelligence and technological innovation. What there hasn’t been a lot of in the investment world are discussions around whether or not the sector can survive a hard Brexit outcome.
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PA ANALYSIS: Fund fees wipe out ‘20% of gross returns’
The European Securities and Markets Authority (Esma) is turning up the heat on asset managers, highlighting the impact of fund charges on returns in a fresh report. Fund fees wipe out an average 20% of gross returns, according to the regulator
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PA ANALYSIS: What Abe’s victory means for Japanese equities
While never in doubt, the strength of victory of Prime Minister Shinzo Abe’s ruling party in Sunday’s snap lower house election exceeded expectations, with the Liberal Democratic Party (LDP) securing more than half the number of lower house seats.
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PA ANALYSIS: Multi-asset in spotlight after damning research
You are more likely to be “hit by lightning” than see returns that beat inflation and cash from a multi-asset fund, according to fresh research raising the debate into cost effectiveness once again.
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PA ANALYSIS: The best hedge for geopolitical tail risk
According to a recent Bank of America Global Fund Manager Survey, the threat posed by a conflict between the US and North Korea is seen as the biggest tail risk to global markets.
