PA ANALYSIS: Is the S&P 500 election dip a great buying opportunity?
American shares have broadly dipped as investors brace themselves for the possibility of an unexpected election victory by a certain real estate tycoon.
Analysis
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PA ANALYSIS: BoE back to square one as inflation forces grow
Balance was the word of the day following the release of the November Inflation report from the Bank of England.
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The Brexit debate: What exactly do we know?
As the British government struggles to trigger an exit from the European Union, fund distribution heads at some of the biggest names in the industry share their thoughts on the implications for their UK and European operations.
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PA ANALYSIS: Weighing up White House risk
With less than a week to go before one of the most contentious presidential contests concludes, some market participants are ignoring the noise, but many are fretting over shocks to equity markets and the potential fallout from protectionist trade policies.
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PA ANALYSIS: High-yield bonds and emerging market debt – Divergent fates
While emerging market debt saw record quarterly inflows globally during the third quarter of 2016, the global hunt for yield does not benefit developed market junk bonds. But this could soon change.
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PA ANALYSIS: Don’t dismiss Carney’s bomb-disposal qualifications
South African finance minister excepted (and perhaps, England football manager), there are few harder jobs right now than the role of governor of the Bank of England.
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PA ANALYSIS: Is the bond sell-off a blip or just the beginning?
Yields rose notably this week and investors will be considering whether to stick to their guns to avoid making a paper loss a real one, or get out before things slide further.
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PA ANALYSIS: What if it is not as bad as we think?
There is a lot to worry about. From Aleppo to Zuma, geopolitical risk in all its forms dominates global headlines.
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PA ANALYSIS: Bailey on a mission as FCA consults its A-team
The FCA today launched a consultation on its ‘future mission’, sounding more like something you would hear from the A-Team than the financial regulator.
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PA ANALYSIS: Is the EMD buying spree going to hold this time?
Saudi Arabia’s record debt sale last week showed that emerging market bonds remain in strong demand with yield-hungry investors. However, the question is whether appetite could reverse as quickly as it has in the past.
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PA ANALYSIS: Fiscal fears stoke bond bull capitulation calls
The death of the 30-year bond bull market that has formed the backdrop for most City careers has been predicted many times. It has yet to come to pass. But, if one were looking for signs that it is reaching an inflection point, the last seven days has proved a fertile hunting ground.
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PA ANALYSIS: Is BAT’s ‘lucky strike’ further evidence for a ‘great rotation’?
Massive, opportunistic M&A activity doesn’t tend to be a characteristic of the bottom of a cycle. Still-standing majors, snapping up capitulating minnows is common, but two behemoths joining forces is usually left for times when shares are expensive and can do a lot of the heavy lifting.
