PA ANALYSIS: Investors contemplate China’s ‘new era’
On Wednesday, Chinese leader Xi Jinping declared the region had entered a “new era” of political and economic prosperity. But was his proclamation enough to woo investors?
Analysis
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PA ANALYSIS: Nothing the BoE does will be enough as Brexit bites
Consensus is the Bank of England is set to finally raise interest rates before the year is out after inflation hit a five-year high of 3% on Tuesday, but what happens next?
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PA ANALYSIS: Correction fears prompt risk-off mentality
The phrase “most hated bull market in history”, seems to have crossed many wealth managers’ lips in 2017, and portfolios have started to reflect a growing unease over how long markets can continue to rise.
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PA ANALYSIS: Funds playing a dangerous game of liquidity
On 22 August, doorstep lender Provident Financial hit investors with a devastating triple-whammy – a profit warning (its second in a matter of months), an FCA investigation into its credit card subsidiary Vanquis Bank and the resignation of disgraced CEO Peter Crook.
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PA ANALYSIS: When will the next market correction hit?
It has been almost two years since equity or credit markets fell by more than 5%, but investors remain sanguine that markets will continue their relentless rally for the time being.
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PA ANALYSIS: Why did The People’s Trust fail to launch?
Given the enormous amount of attention Daniel Godfrey’s proposed launch of The People’s Trust received, it seemed a cruel irony the announcement it had failed to gather enough assets to be viable came in the middle of Good Money Week.
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PA ANALYSIS: Green investing has an image problem
Given the enormous amount of attention Daniel Godfrey’s proposed launch of The People’s Trust received, it seemed a cruel irony the announcement it had failed to gather enough assets to be viable came in the middle of Good Money Week.
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PA ANALYSIS: Credit’s time in the sun is over
Leading bond investors issued separate warnings on Friday that the dual tailwinds credit investors have enjoyed in recent years are about to die down.
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PA ANALYSIS: Is it wrong to dismiss the Vanguard revolution?
The American asset manager has been at the forefront of the passives craze globally. So, why are UK investors so reluctant to recognise its disruptive potential?
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PA ANALYSIS: Is the Trump trade back on?
Faith in the “Trump trade” faded during the summer, as controversy crowded out policy, but it has sparked back to life as the administration lays out plans for a significant overhaul of the US tax system.
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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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PA ANALYSIS: What does future hold for BoE independence?
The Bank of England conference, held to mark 20 years of independence, brought stark warnings that the same independence might not last under the threats posed from populism, quantitative easing and public mistrust of institutions.
