PA ANALYSIS: The only way is up for EMD?
Invesco Perpetual’s new Global Emerging Markets Bond Fund seems to be well timed to take advantage of investors’ broad structural underweight to the asset class.
Analysis
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PA ANALYSIS: Small cap funds – golden boys of European equities?
European equity mid- and small-cap funds have outperformed their large cap counterparts by a factor of five over the past two years. Why has this been the case, and will the outperformance endure?
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PA ANALYSIS: “Irrational” Bank of England must raise rates
For MPC member Gertjan Vlieghe to admit that the Bank of England is in no position to predict the next recession was a brave call, but do policy makers have the courage to hike rates?
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PA ANALYSIS: US equities – the Trump honeymoon period lasts
A little over a month into Donald Trump’s presidency, US equity indices are at record highs and money keeps flowing into the asset class. Are markets right to be sanguine?
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Investment strategies: Brexit
Prospects for the UK may be less than clear before Brexit negotiations begin, but what can be agreed is that opinion is divided when it comes to UK assets.
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PA ANALYSIS: What’s next after Unilever snubbed Kraft Heinz?
As Unilever chief executive Paul Polman pushed the potentially record-breaking $143bn approach by Kraft Heinz off the table on Friday (17 February), a knee-jerk media frenzy suggested that the vulture might continue to circle.
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PA ANALYSIS: Buckle up for bank results week
This week a raft of results releases from the major United Kingdom banks and some other financials should provide valuable insight into the health of the financial sector, and perhaps the UK economy in general.
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PA ANALYSIS: Could Europe be the best place for active managers to outpace passives?
As more managers let go of their hang-ups over Europe and return to investing in the region, there could be a golden opportunity for active managers to outperform by getting sector specific and avoiding the usual defensive crutches.
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PA ANALYSIS: What’s the better bet, French or Italian government bonds?
The spreads of French and Italian government bonds versus German bunds have risen by 600 bps since autumn due to rising political concerns. Fund managers are divided on the question which of the two now presents a buying opportunity. But does that actually matter at all?
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PA ANALYSIS: Hawkish Yellen should act ASAP
Federal Reserve chair Janet Yellen offered the market a hawkish message on Tuesday as she indicated the US economy might be poised for a series of gradual interest rate increases, starting as early as next month.
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PA ANALYSIS: Time to worry about inflation?
Inflation in the United Kingdom economy has crept up to within a hair’s breadth of the Bank of England’s target, and with rates down at 0.25% could the horse be about to bolt before the stable door is closed?
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PA ANALYSIS: Why value stocks have disappointed in 2017
Ever regretted a shopping trip in the January sales? Swayed by the discount, you bought a polyester shirt, say, only to find it fell apart after one wash.
