PA ANALYSIS: The European funds to back if bank rally continues
European shares rallied after the first round of France’s presidential election yesterday, but which funds stand to take advantage of any change in market leadership?
Analysis
-
-
PA ANALYSIS: What to expect as the big banks report results
Wealth managers will be keeping a keen eye on the banking sector this week as four of the sector’s biggest players report first-quarter results.
-
PA ANALYSIS: Inflation’s ‘retro revival’ and how to counter it
Snap elections, rogue communist states and curious beards… today shares many similarities with the 1970s, but is inflation set to be the ultimate parallel with politics of the past?
-
PA ANALYSIS: Does snap election signal time to cut UK equities?
The murky state of UK politics is cementing wealth manager and asset allocator aversion to domestic equity markets, as exposures continue to shrink.
-
PA ANALYSIS: FCA attack a sign of pain to come for wealth managers
When the FCA published terms of reference for its Market Study of Asset Management in 2015, wealth managers breathed a collective sigh of relief.
-
PA ANALYSIS: How to invest ahead of the French election
The first round of the French election is a few days away. So what are investors doing to protect against another potential shock victory and near-term volatility?
-
PA ANALYSIS: Harness ‘animal spirits’ for investment success
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.
-
PA ANALYSIS: Where best to hide from inflation
As March’s UK inflation figures were released predictions fired around whether it had peaked, interest rate expectations and all manner of rationale.
-
PA ANALYSIS: Return of volatility concerns wealth managers
The US airstrike on Syria and disappointing jobs data immediately brought down markets on Friday, and investment managers are beginning to protect their portfolios against more of the same.
-
PA ANALYSIS: Is M&A a raw deal for asset managers?
The ‘squeeze’ on asset managers’ balance sheets is well known, while recent deals in the sector have failed to cheer shareholders, but there are nonetheless pointers to the industry’s future winners.
-
PA ANALYSIS: Are all your Apple(s) in one basket?
Pinning all our hopes in one direction nearly always ends in disappointment.
-
PA ANALYSIS: Is there a method to the IA’s madness?
The Investment Association’s introduction of the Volatility Managed sector has left some scratching their heads, asking if there is a method to its madness?
