HSBC threatens to move HQ outside of UK
Europe’s biggest bank HSBC is considering moving its headquarters out of the UK amid regulatory and structural reform.
Analysis
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Santander AM and Pioneer investments to merge
Santander Asset Management and Pioneer Investments have reached a preliminary deal to merge into one firm under the Pioneer brand.
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Cynical bulls, far sighted bears and the spectre of deflation denialism
Bank of America Merill Lynch declared 2015 the ‘Year of the Blink’ on Thursday, pointing out in its latest Thundering Word note that both the Fed and the PBoC “blinked this year, allowing asset returns to remain buoyed by max liquidity”.
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PA ANALYSIS: Lift-off in Japan or false dawn?
With the Nikkei 225 breaking through the 20,000 point level yesterday and Japanese stocks broadly having put on around 15% this year, many investors will be trying to ascertain whether that is as good as it gets or a sign of things to come.
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Life after Cowley for OMGI
Children’s author, classical musician and MasterChef contestant, Stewart Cowley is certainly a man of many talents. But what will his departure from fund management mean for his investors?
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Now Woodford has the capital, will investors be patient?
Woodford Investment Management’s ability to raise assets was underlined on Tuesday with the listing of its Patient Capital Trust, which gathered £800m and was 10% oversubscribed.
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Middle ground muddy as investment views polarise
Unemployment in the UK fell to 5.6% in the three months to February, the office for National Statistics said on Friday, the lowest level since 2008. At the same time, the number of people in employment rose to a record of 31.05m.
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Return free risk and the quagmire of caution
The last five years have seen the fewest high yield defaults in modern history, Deutsche Bank reported on Wednesday.
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EM divergence continues to topple BRIC strategy
With US valuations higher than they have been for many years and the QE-fuelled run in European assets, investors are once more turning to emerging markets, putting the BRIC economies back under the spotlight.
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Are the next three weeks a great buying opportunity?
We are now just three weeks from the general election in the United Kingdom so a significant window of opportunity could be closing, depending on your assessment of the situation.
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PA ANALYSIS: Why fund managers must underweight Shell/BG Group
While Royal Dutch Shell’s £47bn acquisition of BG Group is something of super-sized deal for the FTSE, it promises to be a weighty problem for active and passive funds alike.
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Joachim Klement, the bold behavioural scientist
Wellershoff & Partners’ Joachim Klement argues that the industry needs to abandon old theories and embrace the new.