PA ANALYSIS: Why has MSCI taken so long to embrace A-shares?
MSCI has finally included China A-shares in its emerging market indices, but the decision seems long overdue.
Analysis
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PA ANALYSIS: What to watch out for as Brexit negotiations begin
“Positive and constructive” was how the UK’s Brexit secretary David Davis described his mood as he kicked off negotiations with the EU on Monday morning.
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PA ANALYSIS: How are today’s wealth managers using ETFs?
Assets in exchange traded funds sailed past the $4trn mark globally last month, indicating their increasing popularity among investors worldwide.
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PA ANALYSIS: Is the golden age of central bank support ending?
The old adage ‘don’t fight the Fed’ exists for a reason.
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PA ANALYSIS: The big guns ditching UK equities
Since the general election, investment managers have become even more sceptical of the UK’s place on the global stage and have cut exposure accordingly.
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PA ANALYSIS: Prepare for the ‘new normal’ of rising UK inflation
Any hopes the Bank of England could soon hike interest rates have been dashed after news of the UK’s soaring inflation emerged on Tuesday, so should we settle in for the ‘new normal’ of an inflationary world?
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PA ANALYSIS: Margin pressure points to more fund group M&A
The headlines say fund groups’ profits fell, but what else can we learn from McKinsey & Company’s Asset Management 2017 report into the European funds industry?
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PA ANALYSIS: Where should you invest after UK election shock?
The thesaurus doesn’t offer a decent alternative to “uncertainty”, the post-election word du jour, yet Theresa May’s dire performance makes it likely we will be reading the word many times a day for the foreseeable future.
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PA ANALYSIS: Post election choices with Brexit back in the spotlight
Last night’s result is merely paving the way for a “matrix” of political outcomes just 10 days before Brexit negotiations are due to start.
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PA ANALYSIS: Curiosity not conviction drives pre-election mood
Investors are struggling to call any winners and losers ahead of Thursday’s vote due to its lack of a binary outcome.
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PA ANALYSIS: Economics vs politics, and the end of populism?
Just hours away from polling day, and the UK general election looks to be the first major vote in some time not defined by the dreaded ‘P’ word.
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PA ANALYSIS: A Tory win or big trouble for markets
It was going well for Theresa May in April, when a Tory landslide seemed guaranteed and ‘strong and stable’ passed as an original, punchy soundbite, but what happens if recent polls hinting at a strong Labour showing are right?
