PA ANALYSIS: Court’s Brexit ruling means little to wealth managers
Wealth managers and asset managers have greeted the Supreme Court ruling that triggering Article 50 requires a vote in parliament with a notable lack of enthusiasm.
Wealth managers and asset managers have greeted the Supreme Court ruling that triggering Article 50 requires a vote in parliament with a notable lack of enthusiasm.
There is a lot to like in the UK’s new ‘Modern Industrial Strategy’.
With President Donald J Trump now sworn in, the phoney war is over and talk can become policy over the first 100 days. Should investors be bullish or worried?
Donald Trump is a man of extremes. So, it is perhaps appropriate that markets have responded in kind in the run up to his inauguration on Friday.
Look at this week’s headlines on the FTSE 100, and rather than celebrate its heights commentators warn of a ‘bubble’ or a potential ‘40% fall’. The question is how do investors protect themselves?
Sterling’s reaction over the weekend to leaked portions of Theresa May’s speech on the UK’s Brexit plans, and its general trend since 23 June, meant few expected much strength from the pound on Tuesday.
As Prime Minister Theresa May gears up to deliver yet another speech on Britain’s European Union exit, a good case can be made that it is more important than ever for investors to have a long-term outlook when deciding on their UK and European equities allocations.
Finding well-priced defensive assets has been a key challenge for asset allocators in recent years faced, as they have been, with the tail-end of a 30-year bond bull market and the likely persistence of a ‘lower-for-longer’ world of meagre growth.
We all know Americans love their acronyms, just ask incoming POTUS Trump about his MAGA* ambitions, but the latest from Stateside investors is CRAP.
Portfolio Adviser is a little worried. If it were just me, I would chalk it up to a generalised glass half empty mindset and my attendance on Tuesday at Société Générale’s ‘Bear Fest’.
There’s an adage that markets don’t die of old age, but let’s hope this current bull run doesn’t turn into an OAP situation, that is, ‘ope and pray we don’t crash.
As Icarus found out to his cost, striking the balance between aspiration or confidence and hubris is crucial in many endeavours, with investing a prime example.