A year to remember: Crashes, QE and the return of rising rates
Investors will remember 2015 as a year spent trying to guess what major central banks around the world would do or say next.
Analysis
-
-
PA ANALYSIS: What if the Fed is wrong and other scary thoughts for 2016
A look at the coming year for those whose glass is half empty
-
PA ANALYSIS: The stockpickers strike back
It’s at this time of the year we look back for defining features of the past 12 months, and for many there’s one clear trend that deserves some recognition.
-
PA ANALYSIS: Does this mean we can start talking about fundamentals again?
Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.
-
PA ANALYSIS: Should wealth managers look east, west or over their shoulders in 2016?
As we head into 2016 it seems wealth managers will be wrestling over whether to focus more on how to boost returns or how to avoid big losses.
-
PA ANALYSIS: Just how clever is the Fed boxing?
The last time the Federal Reserve raised interest rates, Daniel Craig had just taken on the mantle of James Bond and Sylvester Stallone had just successfully resurrected the Rocky franchise from the ignominy of 1990’s Rocky V.
-
PA ANALYSIS: What does Harries’ departure mean for Newton?
When James Harries left Newton Asset Management the first time, 11 years ago, the world was a very different place. And, arguably, Harries wasn’t the name he is now.
-
PA ANALYSIS: A tale of two rights issues
When thinking of companies against which to compare the performance of Standard Chartered, my guess would be that platinum miner, Lonmin, would not be high on many lists.
-
PA Podcast: Earnings momentum and a case for conventional bonds
Ben Gutteridge, head of fund research at Brewin Dolphin discusses everything from caution on earnings momentum to geopolitics and makes a case for conventional bonds
-
PA OPINION: Pimco’s supergroup and the end of star managers
If you ever needed proof that personality is power in financial services, the fuss around Pimco’s new global advisory board says it all.
-
PA ANALYSIS: In a low growth world suitability requires nuance
Two things are clear from the FCA’s latest thematic review of the suitability of wealth manager portfolios, the first is that the industry still has a lot of work to do, the second is that a more nuanced approach to what determines suitability may well be needed.
-
PA ANALYSIS: Multi-manager fees under fire
Announced today, the departure of Mark Harries from Aberdeen has brought the spotlight back on the world of multi-manager. But it is one aspect in particular that’s the big talking point.
