PA ANALYSIS: Don’t pick outperforming funds if you want a good return
Fund selectors would not do wise using past performance as a metric in their fund selection process, according to three American scholars.
Analysis
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PA ANALYSIS: Central bank bonanza could lead to ‘Wild Wednesday’
Super Thursday has come and gone, but Wednesday could shape up to be somewhat of a ‘Wild Wednesday’ on financial markets, should the plethora of central bank announcements on the day not go according to plan.
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PA OPINION: Leverage fears undermine ‘myth-making’ central banks
With central banks loosening their belts so much comes the risk of policy makers getting caught with their trousers down.
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PA ANALYSIS: Multi-strategy funds – failing to deliver
Multi-strategy absolute return funds have been a blockbuster seller with investors for the past few years. But these funds have so far not done what they promise. With one exception.
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Second Round Effects: Are we heading for a thematic revival?
Like everything else in the financial world the popularity of investment styles moves in cycles and, it would seem, like 90s fashion, thematic investment is seeing something of a revival.
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PA ANALYSIS: Why it pays to be selective in EMD
While more fuss will be made of the eighth anniversary of the fall of Lehman Brothers, it is also worth remembering next year will mark 20 years since the preceding Asian financial crisis.
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PA ANALYSIS: Trump could win; it might not be all bad
The brouhaha over Hillary Clinton’s pneumonia is just the latest sideshow in the US presidential election circus. While it is unlikely to derail her campaign, it has served once again to highlight the fact that a Trump presidency remains a possibility and markets are increasingly concerned.
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PA ANALYSIS: Another end of summer blip or something much bigger?
The end of last week and start of this has had a familiar feel about it as the point at which summer turns to autumn has once again seen investors fretting.
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PA ANALYSIS: Fiscal stimulus is not a silver bullet
The latest Inflation Attitudes Survey shows a marked fall in perceptions of both current and expected inflation within the UK.
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PA ANALYSIS: Will negative yielding bonds cause the next financial crisis?
Sanofi and Henkel have faced a fair amount of derision from commentators this week having both issued negative yielding corporate bonds, but could this be a sign or major troubles to come in fixed income markets?
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Second round effects: Don’t dismiss fintech revolution, but don’t romanticise it
A random walk through the world of wealth management.
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PA ANALYSIS: Should the ECB admit defeat on QE now?
As France and other parts of the eurozone return to work after an August on the beach or in the countryside, the focus of investors turns once again to Mario Draghi and the European Central Bank.
