PA ANALYSIS: Is the real ‘value’ still in growth investing?
Growth investing has had a stellar few years but, amid talk of more favourable conditions for value investors, there is little evidence yet to suggest the tide has turned.
Analysis
-
-
PA ANALYSIS: The real mavericks of UK Equity Income
Like ‘Dirty’ Harry Callahan and Starsky & Hutch, UK Equity Income has hosted its fair share of rule-breaking mavericks, the question is should we accommodate or banish them?
-
PA ANALYSIS: The fundamental approach is the route to Asian success
Asian equities have had a rough three or four years but with long-term, top-down influences unlikely to change it is time to look for equally long-term, bottom-up fund solutions.
-
PA ANALYSIS: US earnings underline ongoing banks conundrum
Bank of America and Wells Fargo followed JP Morgan’s lead on Thursday, reporting a sharp drop in quarterly earnings, largely on the back of bad loan provisions, in the energy space.
-
PA ANALYSIS: How to protect yourself in high yield
Just as high-yield is gaining momentum as the investment choice of 2016, so commentators are already talking up a bubble in the asset class.
-
PA ANALYSIS: Are value stocks diamonds or landmines at the moment?
The big shift from the growth style of investing into a value style has been played out a number of times, but there are reasons to believe it could be an unwise move this time around.
-
PA ANALYSIS: Are manic depressive markets reaching a tipping point?
One of the reasons a lot of people dislike clowns is the edge of panic to the smiles they paint on.
-
PA ANALYSIS: Fund managers should be remunerated not rewarded
A report from PwC suggests that pay and rations will change dramatically as our industry – and the pressures on it – continue to evolve.
-
PA ANALYSIS: Have we hit peak star manager?
It is very seldom the departure of two people from a firm moves a share price by more than 25%, especially when neither is the firm’s chief executive.
-
PA OPINION: Cummings must be a cheerleader for active management
As Chris Cummings prepares for his new role at the IA, there should be a clear plan in setting the record straight on asset management’s many positives.
-
PA ANALYSIS: Pressure on asset managers rises as Cummings arrives
New Investment Association chief executive Chris Cummings has certainly got his work cut out when he takes the reins in the third quarter of this year.
-
PA ANALYSIS: The time for transparency is now
If the financial services community needed any further evidence of the sea change currently underway, a quick scan of Monday’s headlines should have done the trick.
