PA ANALYSIS: FCA must forget indices, think outcomes
The FCA has been vocal in its criticism of active funds failing to beat their benchmarks after costs, but is it picking the wrong fight?
Analysis
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PA ANALYSIS: Protectionist US policies no threat to China
The threat of protectionist US policies has weakened the yuan and caused concerns among some investors, but a more protectionist stance from the US might actually benefit China.
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PA ANALYSIS: ‘Trump gap’ more apt than ‘Trump trade’
Markets have faltered over fears of a gap between what president Trump promised against what he can deliver – so is positive macro news across the pond all its cracked up to be for an investor?
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PA ANALYSIS: ‘Caution over chaos’ or bold action after Article 50?
While the momentous triggering of Article 50 was rather anti-climactic, should investors proceed with caution or carry on as before?
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PA ANALYSIS: Tiered charging to revolutionise asset management
It is perhaps no accident that the business sectors that command the highest profit margins tend also to be the most well acquainted with controversy.
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PA ANALYSIS: Real alternatives for yield seekers
Record-low bond yields have sent investors in search of alternative credit options. With absolute return funds underwhelming, its time to look elsewhere in fixed income.
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PA ANALYSIS: Fear inflation, stagflation, or stagnation?
Some believe the bond markets point to stagflation rather than inflation, but other managers raise different concerns.
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PA ANALYSIS: Trust mergers – does size always matter?
Threadneedle UK Select trust (UKT) shareholders can look forward to a higher level of income as it looks set to merge into Henderson High Income (HHI) over the summer.
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PA ANALYSIS: Europe the saviour as US market slumps?
Although European stocks have gotten caught in the cross-hairs of Wednesday’s Trump trade downturn, with the earnings recovery underway, it would be a mistake for investors to discount them.
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PA ANALYSIS: Fixed maturity funds – has the opportunity passed?
2016 saw some highly successful launches of fixed maturity bond funds as investors took the opportunity to lock in attractive yields combined with reduced duration risk.
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PA ANALYSIS: The battle for financial services as Brexit gets real
Remembered as England’s “largest and bloodiest” encounter, the Battle of Towton of 29 March 1461 gave the country a new monarch and deepened divisions that would not be healed for decades.
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PA ANALYSIS: Russia’s case beyond commodities
Russia is regaining appeal for emerging market investors but are there reasons to invest beyond a commodities recovery?
