PA ANALYSIS: Is passive beating active at its own corporate governance game?
It is no secret the evidence suggests the average active fund manager struggles to outperform consistently.
Analysis
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PA ANALYSIS: Is bigger better when it comes to absolute return?
With many of the absolute return funds from the giant retailers struggling to provide consistency, is bigger really better in delivering the sector’s objectives?
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PA ANALYSIS: Should you buy into the emerging markets rally?
Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows.
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PA ANALYSIS: ‘Heir to Blair’ Macron yet to charm investors
A young, charismatic, centrist politician sweeping to power to waves of enthusiastic crowds – it’s no wonder that newspapers have proclaimed Emmanuel Macron the “French Tony Blair”.
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PA ANALYSIS: Is the only thing to fear… fear itself?
Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?
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PA ANALYSIS: The innovation to usurp active management
Multi-factor investing is being billed as the next big thing by asset managers eager to continue to weaponise passive management.
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PA ANALYSIS: Why backing Europe is now a consensus call
Adversity is best tackled face on, and so the big call this year has been to overweight Europe, despite the uncertain geopolitical picture.
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PA ANALYSIS: Is now the time to go overweight oil majors?
The first quarter has proved lucrative for the gargantuan oil companies of Exxon, Chevron and BP. But are their fortunes purely macro-driven or are there other reasons for investors to reconsider the sector?
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PA ANALYSIS: Time to put your feet up as ‘fear index’ drops to lows?
As the world neared a confrontation between two nuclear powers last week, the VIX index of volatility fell to a three-year low in an almost wanton display of indifference.
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PA ANALYSIS: Is now the time to invest in active US equity funds?
After a wide swathe of active US equity funds outperformed the S&P 500 during Donald Trump’s first 100 days in office, is now the time for investors to re-think their assumptions on the active approach?
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PA ANALYSIS: Are platforms adding to property funds’ woes?
The rise of investment platforms has undoubtedly made the life of retail investors easier, but are they adding to problems when it comes to investments in property funds?
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PA ANALYSIS: Stars aligned for a European equities rally
The fact that the Euro Stoxx 50 index recorded its largest one-day gain since July 2012 on Monday suggests the importance for investors of Emmanuel Macron’s victory in the first round of the French presidential elections can hardly be overestimated.
