PA ANALYSIS: Is the golden age of central bank support ending?
The old adage ‘don’t fight the Fed’ exists for a reason.
Federal Reserve
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PA ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.
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Three alternative calculations that will make your eyes water
In this industry, we are spoon-fed statistics every day of the week – latest numbers on factory orders, investor confidence, retail sales, global growth, inflation, unemployment, PMI – the list goes on.
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PA ANALYSIS: Inflation’s ‘retro revival’ and how to counter it
Snap elections, rogue communist states and curious beards… today shares many similarities with the 1970s, but is inflation set to be the ultimate parallel with politics of the past?
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Nomura’s Hodges: ‘risk rally’ still has legs
Nomura Asset Management’s Dickie Hodges isn’t calling an end for the risk rally just yet, despite the recent government bond rally after president Trump’s policy blunders.
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The chief concern for UK equity income funds
After several months of consultation and no doubt reams of persuasive submissions, the Investment Association relaxed its rules around the UK Equity Income sector last month.
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Fed still on track to hike rates despite limp job growth
The US Federal Reserve is still on track to hike rates in June, despite Friday’s data showing a slowdown in job growth throughout March.
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The five questions to ask following the US Fed rate hike
The third 0.25% interest rate hike of this upcycle from the US Federal Reserve begs five questions, all of which have implications for the US, the globe and portfolios.
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Fed signals new policy phase, and six further rate hikes?
The Federal Reserve’s decision to raise its benchmark rate for the second time in three months, has led to speculation of further rises this year, with another four to come in 2018.
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PA ANALYSIS: Fed poised to act but no bond ‘bloodbath’
Treasury yields saw their largest one-day increase for over three months on Wednesday, but is the Fed right to be hawkish, and what does this mean for the bond bull market?
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PA ANALYSIS: Hawkish Yellen should act ASAP
Federal Reserve chair Janet Yellen offered the market a hawkish message on Tuesday as she indicated the US economy might be poised for a series of gradual interest rate increases, starting as early as next month.
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EM equities strong enough to face US headwinds – Goldman Sachs AM
A Trumped-up US economy, taper tantrum and a dollar bull market do not have to be insurmountable headwinds for emerging market equities, according to Goldman Sachs Asset Management’s Luke Barrs.