PA ANALYSIS: Expect more UK deals but not quite like ARM
A vote of confidence in the UK is how a number of commentators, including new prime minister, Theresa May referred to SoftBank’s bid for microchip manufacturer, ARM Holdings.
Analysis
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PA OPINION: Why tomorrow’s winners are doing little today
As much as Brexit was a binary decision, are investors guilty of black and white thinking on the UK’s prospects?
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PA ANALYSIS: A Bank of England U–turn?
The Bank of England has chosen to keep its powder dry by backing off from the interest rate cut that had been hinted at, but is this a U-turn or just minor detour?
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PA ANALYSIS: Come what May, are the odds stacked against our new PM?
Market expectations are pricing in a 77% chance of a rate cut when the MPC meets on Thursday; there were similar odds on France beating Portugal in last Sunday’s Euro 2016 final.
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Suspended UK property funds show model portfolio limitations – Coombs
The UK’s largest open-ended property funds gated flows or implemented exit charges to prevent a post-Brexit run on the asset class earlier this month, trapping £15bn ($19.8bn, €18bn) of investors’ cash and casting a cloud over the City. But many flexible investors were able to see the warning signs and evade the net, says David…
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PA ANALYSIS: Property fund closures a symptom not a disease
As the Bank of England and the Financial Conduct Authority discuss plans to future proof open-ended property funds, an adage about a horse and a barn door seems appropriate.
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PA ANALYSIS: Is timing now more important than time in the market?
In its latest Flow Show note, Bank of America Merrill Lynch pointed out that, at current rates, it would take you 1387 years to double your savings in a 1-year German deposit account.
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PA ANALYSIS: Markets buoyed by rate cut hopes
Risk assets were on the bounce on Thursday as European markets rebounded somewhat following a tough few weeks.
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PA ANALYSIS: Don’t forget the trouble in China
As Brexit fatigue tightens its grip on us all, particularly those who have been writing about it for a living, and the United States gets going with its election, things have been suspiciously quiet on the China front.
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PA ANALYSIS: Property panic highlights investment trust potential
The only thing markets like less than uncertainty is panic. Long lines of people clamouring to get their money out of an investment is never a good image.
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PA ANALYSIS: Is the fixed income fund resurgence over already?
The latest set of Investment Association sales figures show fixed income funds enjoying a rare top of the table position in May, but will they rapidly fall from the affections of investors again?
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PA ANALYSIS: Is jumping on the gold bandwagon a fool’s errand?
The recent performance of gold funds will have many investors eyeing a move into the asset class or a topping-up of an existing holding.
