Three reasons you should start shorting now
As investors fret about the demise of “the most unloved bull market of our lifetime,” now is the perfect time to start shorting according to FundCalibre’s managing director, Darius McDermott.
Viewpoints
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M&A: the ‘new normal’ in UK asset management
The merger of Standard Life and Aberdeen is a sign of the times in asset manager consolidation, but who will be the winners and losers from the trend?
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Asian equities defy Trump
Asian equities have given the US the finger. Despite Trump rejecting the TPP, the Asia stock market, as measured by the MSCI Asia ex Japan, was up 3.8% in sterling terms in January – a much better start to the year than all other major markets bar Latin America.
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Defensive strategies: Don’t look down
Whether we are seeing real euphoria or not in markets is debatable but, either way, when fear of a downward shift is in the air, choosing the right defensive assets can be problematic.
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PA Podcast: Post-crisis memory and asset allocation in a post-Trump world
Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise.
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A bright future for biotech?
New products, strong finances and robust growth: the fundamental strength of the biotech sector was plain to see at JP Morgan’s annual conference for healthcare investors, but it was shrouded by the current political environment.
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Capitalising on active share in a low return world
There are many different measures one can use to assess a fund, but no single one can exclusively and conclusively determine a fund’s ability to outperform its respective benchmark, Marcus Blyth looks at why.
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Viewpoint: The big asset allocation calls in 2017
With investors sniffy about both bond and equity valuations, 2017 will be harder than ever to make clear asset allocation calls.
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Making the case for vertical integration in UK wealth management – Polin
Jonathan Polin, Group CEO of Sanlam UK, discusses his plans for the business in 2017, the importance technology and lays out the case for vertical integration.
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Macroeconomic shocks: Hear no evil
Though 2016 was littered with political surprises, markets begin 2017 in buoyant mood. Would investors be well advised to close their ears to the news chatter?
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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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Is it time to take a fresh look at convertibles?
Given how far markets traveled in 2016, coupled with the expected rise in interest rates, putting money in bonds right now might feel uncomfortable.