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.
Analysis
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PA ANALYSIS: Oxley departure a dent to OMGI’s absolute return plans
When a manager leaves a firm with immediate effect, it is seldom a happy split, which is one of the reasons why Tuesday’s announcement by Old Mutual Global Investors that Russ Oxley has left the firm came as such a surprise.
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PA ANALYSIS: The Bats indices launch is shrewd move
Bats Europe’s launch of a set of indices to rival the famous FTSE range may well turn out to be a very shrewd move which works out well for Bats and helps investment firms’ bottom line.
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PA ANALYSIS: Bracing for peak Brexit
The vote on Brexit is now less than two weeks away and markets are increasingly feeling the ill effects of the uncertainty.
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PA ANALYSIS: Where are all the risk takers?
Outcome-based investing is the investment structure of the decade and is predicated on maximising risk management first and eeking out returns second.
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PA ANALYSIS: Investors in wait-and-see mode as data give few hints
Financial markets have lacked direction in recent months, with the main equity indices all very close to where they were at the start of the year. Macroeconomic data are not strong enough to reinvigorate the bull market, yet not sufficiently weak to stoke fears of recession.
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PA ANALYSIS: Global flexibility key for proposed Woodford fund
When Woodford Investment Management contemplates a new fund, the market tends to sit up and take notice and, with good reason.
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PA ANALYSIS: Absolute return facing up to its “biggest enemy”
Sterling’s latest dramatic fall demonstrates investors’ need to manage both currency as well as equity volatility, but do the big funds deliver in mitigating these risks within your portfolios?
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PA ANALYSIS: Is there a future for single country equity funds?
European equities have been the best-selling asset class with European investors in recent history. However, this hasn’t benefited those funds that invest exclusively in equities listed in one particular European country.
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PA ANALYSIS: It is time to reimagine the IFA / DFM relationship
Growth in IFAs outsourcing investment services to DFMs continues apace or is indicative of ‘X’ or ‘Y’ have been common refrains across the trade press in recent months.
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PA ANALYSIS: Has a commodities bull market taken hold?
Every asset class has its time in the sun and periods where nobody wants to touch it with a barge pole.
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PA ANALYSIS: A lot at stake in ‘unsurprising’ RIT/Alliance bid
That there was a bid for Alliance Trust announced on Tuesday was a lot less surprising for many commentators than that it was the Rothschild Investment Trust contemplating the offer.
