PA ANALYSIS: Franklin Templeton fee cut a vote of confidence for active management
The news that Franklin Templeton has cut the fees on three of its UK equity funds to 45 basis points prompted a number of questions.
Analysis
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PA OPINION: ‘Lehman moment’ analysis risks missing the Brexit point
A number of commentators have sought to reassure investors that the events of last week were not ‘a Lehman moment’.
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PA ANALYSIS: Brexit tantrum has gone to script
The day after Roy Hodgson showed David Cameron a thing or two about how to resign rapidly when things have gone pear-shaped, the markets rowed back a little on their own quick reaction to an unexpected defeat.
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PA ANALYSIS: Is it time to run for safety, or has that horse bolted?
With 10-year gilt yields falling below 1% for the first time in history, the yen trading below 100 to the dollar and gold at $1,325 per ounce, it is clear investors are running for safety.
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PA ANALYSIS: How wealth managers are trading as the FTSE fights back
Chin-up, dear investor. Brexit has not necessarily been the disaster for the FTSE as was predicted, and could actually be a great opportunity for UK-facing active managers.
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PA ANALYSIS: Calm heads needed as Leave vote sends complacent markets spiralling
Markets were stunned into action on Friday morning after the UK voted narrowly to leave the European Union. Sterling slumped to its lowest level since 1985, safe haven assets jumped and the Nikkei fell almost 8%, while the FTSE opened 6.7% lower.
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PA ANALYSIS: A masterclass in short-termism
As the clock ticks ever closer to 7am on Friday, the time slated for the release of the official results of the UK’s referendum on EU membership, the financial world’s focus is being honed to an ever finer point as participants hold cash and their breath ahead of the vote.
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PA OPINION: What if Brexit goes to extra time?
With yesterday’s woeful draw, the England football team will feasibly last longer in Europe than their nation, but what if the referendum ends up being a tie? Penalties?
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PA ANALYSIS: Investors need to choose a path then hold their nerve on Friday
Everything is pointing towards a wild day in financial markets this Friday with asset prices shifting dramatically whatever the outcome of the referendum.
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PA ANALYSIS: Are Brexit betting odds actually reliable?
Betting odds have emerged as a coveted predictor of the outcome of the UK’s EU referendum. But are they actually as reliable as some fund managers suggest?
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PA ANALYSIS: US slowdown fears linger, with good reason
The day after the Fed chose once more to stay its hand on interest rates, 38% of delegates polled at Portfolio Adviser’s Summer Congress 2016 said a US slowdown was likely to pose the biggest risk to markets over the coming 12 months.
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PA ANALYSIS: Investors prep 24 June shopping list
While investors reach for their hard hats ahead of the EU referendum, they should also prepare for potential bargains – whichever way the vote goes – on 24 June.
