PA ANALYSIS: UK mid-cap sector is long overdue
Wealth managers believe mid-cap funds sitting within UK All Companies is “farcical”, with a rethink long overdue.
Analysis
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PA ANALYSIS: Has Abenomics saved Japan’s ‘lost generation’?
Japan’s economy is beginning to show signs of life, but is this another false dawn, or a sign that Prime Minister Shinzo Abe’s reforms are working?
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PA ANALYSIS: Trump – from asset to liability for US equities?
When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.
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PA ANALYSIS: People’s Trust fees and strategy under the microscope
Daniel Godfrey has confirmed the final line-up of managers who will be creating bespoke portfolios for his People’s Trust, but there are still unanswered questions about the new trust on the block.
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PA ANALYSIS: Hard truths of a hard Brexit – you could foot the bill
Asset manager BlueBay has hit the headlines for shorting sterling on predictions of a likely ‘hard’ Brexit, but as an industry are we still burying our heads in the sand?
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PA ANALYSIS: Could Numis’s reporting attack have big consequences?
The recent brouhaha between UK fund giant Schroders and stockbroker-analysts Numis over fund performance reporting may have welcome consequences.
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PA ANALYSIS: Why SRI trackers have outperformed
Some sustainable index trackers have outperformed their plain vanilla peers since they were established a few years ago, while others haven’t.
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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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PA ANALYSIS: Rivals under pressure as Woodford reveals all (again)
As Neil Woodford reveals the 50 companies held in his newly launched Income Focus portfolio, it once again throws into the spotlight the rarity with which this level of transparency occurs.
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PA ANALYSIS: Are platforms facing an ‘existential crisis’?
As certain platform businesses boomed in Q1 with year-on-year sales over 30% higher, others posted huge losses, begging the question: are they facing an “existential crisis”?
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PA ANALYSIS: How WannaCry makes cyber security a vital investment
Take a look at your surroundings. Chances are, most of your colleagues are staring at screens or, if you’re in a public place, those around you will be looking down at their phones. Even you’re doing it!
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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.
