PA ANALYSIS: No hiding place from China’s malaise
As the dust (hopefully soon) starts to settle on last week’s market carnage, investors are out pointing fingers at the biggest losers, and speculating on whether they could be tomorrow’s big winners.
Analysis
-
-
PA ANALYSIS: Was the past week much ado about nothing?
Being out of the country with very little time spent keeping tabs on the news I have gained a different perspective on the past week’s events than most.
-
PA ANALYSIS: Tools for navigating market uncertainty
In the current environment, anticipating which way markets will turn next is nigh impossible – so how are the industry heavyweights planning their next move?
-
PA ANALYSIS: Searching for silver linings
Given how many clouds there are around at the moment, silver linings are pretty hard to come by.
-
PA ANALYSIS: Equities – Summer sale or slightly soiled merchandise?
Sales have always scared me slightly. The prospect of great savings is always intriguing, but to get the really great deals you have to be at the front of the queue dodging the flailing elbows of other people. And, at the back of your mind, there is the no-return policy raises the stakes of the…
-
PA ANALYSIS: Market carnage could push Fed rate rise back to 2016
China’s shadow over global markets is pushing a US interest rate rise to December, and unless it relinquishes its grip the wait could go on even longer.
-
PA ANALYSIS: Frightful markets see investors run for the hills
Investors are skittish. With the radioactive glow of the global financial crisis still seared into the market’s collective memory it doesn’t take much to get them running for the hills.
-
PA ANALYSIS: Markets divided on high yield dangers
Following the publication of the Federal Reserve’s minutes from its July meeting, the market appears to be betting on a September lift-off for the first interest rate hike.
-
PA ANALYSIS: Glencore’s slump and the importance of beating expectations
The FTSE looked rather red on Wednesday, but two tickers caught the eye: one red and one green.
-
PA ANALYSIS: Income seekers deposit faith in banks
With income high on investors’ wish lists, but with large-cap defensives arguably looking undesirably expensive, the spotlight is back on financials to deliver – and apparently they have.
-
PA OPINION: Carney’s conversations beg a few questions
Mark Carney has, according to the Sunday Times, told fund managers to prepare for a mass sell-off in stocks and bonds that could be triggered by a Bank of England rate hike.
-
PA ANALYSIS: Should investors worry as interest rate inertia creeps?
Conjecture over the timing of the first UK rate rise is becoming almost as routine as the industry’s misplaced adaptation to the ‘abnormal’ 0.5% rate presently in place.
