PA ANALYSIS: Equity Income ‘cross roads’ highlights broader challenge
The UK Equity Income Sector has, for many years been the show piece of the UK fund management sector.
Analysis
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PA OPINION: Zero-fee funds? Be careful what you wish for
Talk of a 0% fee for passive investing is an enticing prospect, but as core funds become cheaper so groups are encouraged to over-complicate the satellite.
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PA ANALYSIS: Has property ‘crisis’ turned into a great buying opportunity?
In early July the sky was apparently falling in on the United Kingdom property sector as the big bricks’n mortar funds suspended trading, but just a few weeks later has the worst passed?
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PA ANALYSIS: Diversity the watchword as fund groups battle Brexit
Praise for diversification was the refrain ringing out from the earnings reports of the UK’s major listed asset managers as Brexit-fuelled uncertainty pummeled AUM.
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PA ANALYSIS: Managers under pressure as SJP gets tough on Asian and GEM mandates
First State Stewart and Aberdeen have long been the big names to trust in Asian and emerging market investing but wealth managers have a valid case for replacing them in portfolios.
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PA ANALYSIS: Fed is running out of room to manoeuvre
This week’s Federal Reserve meeting presents a particularly difficult set of circumstances to the Federal Open Market Committee.
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PA ANALYSIS: Are markets in the eye of the storm?
Humans have a remarkable capacity for adaption and the investment management sector is no different.
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Damning BHS report highlights need for DB pension reform
The collapse of British department store group BHS was due largely to “systematic plunder” by its former owners, but raises ongoing concerns over the future of company pension schemes which need to be tackled soon, according to a UK parliamentary inquiry.
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PA ANALYSIS: A month on, Brexit’s uncertainty Hydra lumbers on
A month on from the UK’s decision to leave the EU it is clear the initial fallout has been both swift and severe.
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Platforms face inflection point as competition cuts margins
The ongoing technological revolution has levelled the financial services playing field globally argues Jaco van Tonder, head of advisory services at Investec Asset Management – and with that levelling comes both risk and opportunity.
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PA ANALYSIS: Profit taking in the calm before the storm
With the FTSE showing resilience, and “no clear evidence” of a harsh post Brexit slowdown in the economy, why are some high-profile investors still looking to take profits?
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PA ANALYSIS: The US is riding to the rescue
There has been no shortage of doom and gloom despite the outbreak of something resembling summer in the United Kingdom this week.
