PA ANALYSIS: 2017’s key currency conundrums
The massive moves in the renminbi in the past few days have wrong-footed China bears and underscored yet again the size of the role currencies are likely to play in investment returns this year.
Analysis
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PA ANALYSIS: Nothing sweet about lack of passives choice
Those still working their way through the remnants of the Christmas chocolates will recognise the problem…
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PA ANALYSIS: Next’s not-so-cautionary tale for UK equities investors
Is Next’s share price plummet a signal to run for the hills, or typical of the buying opportunities that the Brexit bears may create?
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PA ANALYSIS: 2017 – a year for tactical optimism
The FTSE 100 opened its 2017 account with a bang on Tuesday, breaking through its all-time high on the open.
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PA ANALYSIS: Weak pound = strong UK economy?
On all measures, sterling has taken a pounding in 2016, but will its prospects improve into the new year?
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PA ANALYSIS: New investment realities and rules await in 2017
Markets have displayed an uncanny ability to take political bombshells in their stride but the same may not be true in 2017.
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PA ANALYSIS: Stick everything in US assets and relax?
As 2016 draws to a close money managers will be putting the last of their ducks in a row before everybody takes their eye off the ball for the Christmas holidays, but this year is the right move more obvious than usual?
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PA ANALYSIS: Multi-asset at a tipping point?
There is a long line of asset managers rolling out funds aimed to “balance” and “diversify” returns, but is the multi-asset universe about to be turned on its head?
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PA ANALYSIS: Out-of-step Alliance Trust divides analysts with review
Rumblings of restructure have been ongoing at Alliance Trust for many years. But those looking for seismic shifts from the investment trust’s much anticipated strategic review, are liable to have been disappointed on Thursday.
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PA ANALYSIS: Will inflation linkers’ time in the sun last long?
While nominal government bonds have witnessed strong outflows in recent months, inflation-linked bonds saw their highest monthly net inflows ever in October. Is this revival going to last?
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PA ANALYSIS: Is this the start of the euphoria we have been waiting for?
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.
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PA ANALYSIS: Why policy makers are passing the buck to politicians
A few years ago, it was de rigueur to talk up a supposed decoupling of developed and emerging markets, but for central banks there is now a more disconcerting separation at play.
