Clare Hart banking on financials despite dovish Fed
Disagrees with UK commentators that US/China trade dispute is the next Cold War
Financials
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Jupiter rebrands financial fund for fintech focus
JP Morgan and Citigroup remain top holdings despite shift in investment focus
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PA ANALYSIS: Investors bank on financials
Few sectors have been as volatile as banking stocks over the past few months and years. Despite that, bank equities could outperform on both sides of the Atlantic thanks to benign macro forces.
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WM profile: Michel Perera, Canaccord Genuity Wealth Management
The master of reinvention Michel Perera, chief investment officer at Canaccord Genuity Wealth Management, talks about his investment process, the importance of establishing a client’s risk profile and identifying value in UK equities.
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PA ANALYSIS: European managers split on crucial financials call
While the European equities story continues to appeal to UK investors, fund managers in the region remain deeply divided on the recovery prospects of its financials stocks.
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PA ANALYSIS: Buckle up for bank results week
This week a raft of results releases from the major United Kingdom banks and some other financials should provide valuable insight into the health of the financial sector, and perhaps the UK economy in general.
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PA ANALYSIS: Take heed of Americans talking C-R-A-P
We all know Americans love their acronyms, just ask incoming POTUS Trump about his MAGA* ambitions, but the latest from Stateside investors is CRAP.
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Fed rate hike means risk rally could be short lived – BAML
Bank of America Merrill Lynch suspects bank lending conditions will force the hand of the Federal Reserve, clipping the current risk rally.
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Buxton: UK not a stockpickers’ market
Old Mutual Global Investors’ CEO Richard Buxton believes the UK is unlikely to be a fertile stockpickers’ market in 2017, while admitting he would be encouraged to see a 10% equities correction.
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Tech and regional banks – opportunities under Trump’s ‘new normal’
The market’s adjustment to life under President-elect Donald Trump has been worryingly quick say Matt Ward and Jenny Jones.
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PA ANALYSIS: How many more skeletons in the bank vaults after RBS stress test fail?
Just when you thought it was safe to dip your toes back into the murky waters of banking stocks, so comes another stress test.
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Are financials still a contrarian bet?
As most investors will have exposure to the financial sector despite the 2008 crash, how can upping your weighting still be considered a contrarian call?
