Burdett big on Japan
With a strong earnings outlook and a still improving dividend payout ratio, Japan ticks a lot of investment boxes.
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PA Podcast: Is it time to rethink absolute return?
John Husselbee, head of Liontrust’s multi-asset team joins us to talk expectations for 2017, the case for bond allocations and why it might be time to reassess absolute return.
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PA Podcast: Trump inspired optimism and the risk of recession
Stephanie Flanders, JP Morgan’s chief market strategist for Europe and the UK discusses the demise of deflation, Trump’s lifting of animal spirits and the Brexit transition.
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PA Podcast: It is time to stop conflating fintech and robo-advice
Joe Parkin, head of wealth and retail at iShares talks the rise of the digital investor and why financial technology is far more than just robo-advice
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PA Podcast: Balanced portfolios in an unbalanced world
John Wyn Evans, head of investment strategy at Investec Wealth and Investment talks the Trump, general geopolitical risk and the importance of reducing one’s return assumptions within balanced portfolios.
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PA Video Insight: Currency going lower is a good thing for UK mega caps
Rather than talking about how UK Alpha was positioned ahead of Brexit – before the unexpected result – Richard Buxton talks more about sterling’s likely continued weakness and how it plays to his strengths
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PA Video Insight: Return on capital balancing return of capital
Low yields and high volatility are the menace of all fixed income managers at the moment so broadening the mandate to an unconstrained universe will ultimately help narrow the chances of picking the wrong securities
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Government should do a reverse Osborne – Blanchflower
Former MPC member, Professor Danny Blanchflower discusses why the UK government should move away from austerity.
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PA Video Insight: A value inflection point coming
The dislocation between growth and value stocks is too wide at present argues Isaac Chebar.
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PA Video Insight: Fixed income opportunities abound if you look hard enough
Despite lofty valuations in certain parts of the market, there remain opportunities if one is willing to do the credit work.
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PA Video Insight: Quality is a fair sign of value in a volatile emerging market
Emerging markets have had a good start to 2016 but, as over the past few fallow years, risks still abound so investors still need to be targeted in where they invest
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PA Video Insight: GEM debt attractive having ‘troughed at a low level’
Global emerging market equities and debt have had a tough past three, four or even five years but both have rallied well so far in 2016. So, for GEM debt, where next?