PA ANALYSIS: Beware China’s rapidly diminishing cash pile
The ‘humiliation’ of emerging markets, led by China, is currently at an extreme says Bank of America Merrill Lynch.
Analysis
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Beware the benchmark, says TOBAM fund manager
Money has flooded into benchmark-tracking exchange traded funds as investors chase low-cost access to major asset markets.
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PA ANALYSIS: US tech firms taking a bite out of Apple
“Secrets are lies, sharing is caring, privacy is theft,” a chilling extract from Dave Eggers’ ‘The Circle’, a superb dystopian novel on the logical outcome of our addiction to the internet and social media. Alphabet’s crowning as the world’s most valuable company suggests the future is already here.
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PA ANALYSIS: Where does Richards´ departure leave Aberdeen?
Probably the only people who would be willing to trade places with Aberdeen Asset Management CEO, Martin Gilbert right now are his peers in the mining sector.
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PA ANALYSIS: Are we seeing central banks’ last roll of the dice?
Equities markets around the world climbed sharply on news of Japan’s surprise decision to cut interest rates into negative territory.
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PA ANALYSIS: Bailey reign must look beyond the easy wins
Having just announced its new chief, the FCA is topping off a busy week by initiating investigations into former HBOS senior management. We should prepare for a regulator eager to flex its muscles.
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PA ANALYSIS: An oil price recovery could be in sight
Oil remains one of the dominant themes in asset allocation and investment generally, perhaps only surpassed by central bank policy in prominence.
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PA ANALYSIS: Banking on Bailey
Looking at the headlines that have come out so far, the appointment of Andrew Bailey as head of the Financial Conduct Authority has been hailed as everything from a surprise to a masterstroke.
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Market watchful as miners continue to cut to the quick
Oil prices may have rebounded somewhat on Friday as bargain-hunters stepped in after sharp falls earlier in the week, but commodity producers woes continued to mount as Moody’s released a slew of downbeat announcements.
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The pros and cons of one of 2016’s biggest asset allocation calls
There are currently very few screaming buys in the market. Years of quantitative easing and a still rickety economic recovery have left most quality assets very fully valued and the rest seeming cheap for a reason.
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PA ANALYSIS: Another tough year for value investors?
The FTSE’s felled and the bears are back out in force, so could now be good time to entrust your wealth with a dedicated value investor?
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PA ANALYSIS: Is oil facing a final washout?
The news over the weekend that the sanctions against Iran have been lifted took very few people by surprise, but the confirmation that the country is back among the global oil-producing fold does bode ill for prices.
