PA ANALYSIS: Making sense of the UK equity summer shuffle
As the City heats up, we’re seeing something of a summer shuffle in UK equity managers, but where will the hot returns come from over the coming months?
Analysis
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PA ANALYSIS: Is Legget the right man to steer Artemis Growth?
With one distinctive manager replacing another, will Ed Legget’s decision to quit Standard Life Investment for Artemis Investment Management prove to be a good fit?
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PA ANALYSIS: ‘Me too’ funds no longer an option for fund groups
Almost a fifth of investment companies have appointed a new fund manager in the last 18 months the Association of Investment Companies said on Monday.
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PA ANALYSIS: Volatility, reputation and the rise of the boutique
The launch of Brighton Capital Management earlier this month has put the spotlight once again on the ongoing tug-of-war between boutiques and behemoths.
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Fund buyers take refuge as Grexit edges closer
As Greece is heading for a default, which would significantly increase the possibility for the country to be forced out of the eurozone, markets have plummeted.
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PA ANALYSIS: Have trusts chosen the perfect time to take on more debt?
Whisper it, but investment trusts are quietly increasing gearing. Six years into a bull market, the question is can they be sure this is the right way forward?
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PA ANALYSIS: Wealth managers in danger of losing the youth
High net worth individuals are generally pretty happy with their wealth managers at the moment.
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PA ANALYSIS: Do we really need more bond funds?
With liquidity shrinking, volatility rising and the spectre of a first rate hike since 2009 looming ominously, it would be understandable to think that new bond fund launches would be few and far between.
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The commodities supercycle’s not dead, it has evolved – Barings
With Chinese GDP growth moderating and demand for many commodities still lacklustre, it is understandable that the commodities supercyle’s obituary continues to be written.
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PA ANALYSIS: Time to forget about ‘safe havens’
The events of recent weeks could lead investors to draw a stark conclusion; there is no such thing as a ‘safe haven’ in investment terms any more.
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How bumpy is the bond road going to be?
Benchmark 10-year bond yields in the eurozone have more than doubled since the end of April, when they reached an all-time low.
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PA OPINION: The retail names that should leave index-tracking to the experts
Sniping at passives may be passé, but that still doesn’t explain the benefit that dyed-in-the-wool active fund groups achieve from fielding substandard tracker funds.