Preparing for a market correction – hedge or diversify?

Preparing for a market correction – hedge or diversify?...

The bulls and bears are out in force, divided over the prospect of a market correction in the near future, but is it wise to hedge equity exposure or is good old-fashioned diversification the way to go?

Published : 18, Aug 2017
Bull market party 'has to end'

Bull market party 'has to end'Lock icon

The problem with the dying days of an equity bull market is that it is difficult to be sure when it will end and how high it will go in the meantime. This, for Jim Wood-Smith, chief investment officer for private clients at Hawksmoor Investment Management, is the key dilemma in today’s markets. As he says: “We can see what will happen but we don’t know when.”

Published : 18, Aug 2017
Could today's India outshine yesterday's China?

Could today's India outshine yesterday's China?...

Though it might be tempting to view today’s India as yesterday’s China, Rathbones’ head of asset allocation Ed Smith thinks the region's growth prospects could be even greater based on five key indicators.

Published : 17, Aug 2017
Is the IMF's UK revision a red flag for investors?

Is the IMF's UK revision a red flag for investors?...

The International Monetary Fund's decision to downgrade the UK's growth forecast for 2017 was likely a wake-up call for some investors. But is it a signal of more dire times ahead? Or just another year of mediocre growth?

Published : 25, Jul 2017
MSCI: UK worst performer in June

MSCI: UK worst performer in June

The UK was the worst performing single country index in June while Canada was the best, according to data by MSCI.

Published : 21, Jul 2017
ANALYSIS: Time for active funds to adapt or die

ANALYSIS: Time for active funds to adapt or die...

The active funds industry must shrink, cut prices, better-align itself with investors and differentiate if it wants to compete against a passive onslaught, according to a report by Morningstar.

Published : 19, Jul 2017
ANALYSIS: The Bank of England's inflation conundrum

ANALYSIS: The Bank of England's inflation conundrum...

Hot on the heels of the US, the UK has reported weaker than expected inflation data and like its opposite number on the other side of the pond, the Bank of England is now faced with a quandary over rate rises.

Published : 18, Jul 2017
China GDP growth surprises on the upside

China GDP growth surprises on the upside

China has posted better than expected growth over the second quarter, leading analysts to speculate it could have greater momentum moving forward.

Published : 17, Jul 2017
Analysis: Are performance fees a fair deal?

Analysis: Are performance fees a fair deal?

Performance fees are often seen as a necessary evil. But the unambitious hurdle rates most funds employ mean fund managers also get rewarded for underwhelming performance. Is that fair?

Published : 13, Jul 2017
Recession risk is on the rise – the key factors to watch

Recession risk is on the rise – the key factors...Lock icon

While markets could remain complacent and expensive for a long time, recession risk is rising, says asset manager Robeco. Fidelity is also increasingly cautious, expecting “the longest equity bull market since World War II” to end within 18 months.

Published : 6, Jul 2017
UK fund managers fear dud deal on Brexit

UK fund managers fear dud deal on Brexit

Most UK fund managers fear the government has no idea what the asset management industry needs from Brexit to secure a good deal, according to research by consultancy MJ Hudson.

Published : 3, Jul 2017
ANALYSIS: Time for Carney to change the rate record

ANALYSIS: Time for Carney to change the rate record...

It turns out Mark Carney is a man for turning after all, and it's about time the bank governor realised the time has come to change tack with the UK economy.

Published : 29, Jun 2017
Current global expansion may not last, says Newton's Mulhern

Current global expansion may not last, says Newton's...

The current steady expansion in the global economy may not last as central banks tighten policy around the world, says Brendan Mulhern, global strategist at Newton Investment Management, a BNY Mellon company.

Published : 28, Jun 2017
Five groups most at risk in the FCA asset management report

Five groups most at risk in the FCA asset management...

With the final report from the FCA’s market study of asset management due on Wednesday morning, speculation is rife about what the long-awaited recommendations could say. We look at the five groups who could face the repercussions.

Published : 27, Jun 2017
ANALYSIS: Brexit one year on

ANALYSIS: Brexit one year on

It has now been a year since the UK electorate made, as a British fund manager put it recently, “a huge strategic error of the like the country hasn’t experienced in maybe a century” by voting for Brexit.

Published : 26, Jun 2017
Why the Bank of England is the 'real' public enemy number one

Why the Bank of England is the 'real' public enemy...

The Bank of England is the real reason behind the UK’s rising inequality and soaring asset prices but has been “skulking away invisibly” in the background, according to Tim Price of Price Value Partners.

Published : 26, Jun 2017
Sterling plummets on Carney rate hike rejection

Sterling plummets on Carney rate hike rejection...

Sterling fell on Tuesday morning in reaction to Mark Carney's claim that “now is not yet the time” to hike interest rates in the UK.

Published : 20, Jun 2017
Gulf nations push up interest rates after Fed move

Gulf nations push up interest rates after Fed...

Saudi Arabia and the UAE, along with Qatar, Bahrain and Jordan have raised interest rates in line with this week’s decision by the US central bank to hike its Federal funds rate by 25 basis points to 1.25%.

Published : 16, Jun 2017
ANALYSIS: Prepare for the ‘new normal’ of rising UK inflation

ANALYSIS: Prepare for the ‘new normal’ of rising...

Any hopes the Bank of England could soon hike interest rates have been dashed after news of the UK’s soaring inflation emerged on Tuesday, so should we settle in for the ‘new normal’ of an inflationary world?

Published : 13, Jun 2017
ANALYSIS: Where should you invest after UK election shock?

ANALYSIS: Where should you invest after UK election...

The thesaurus doesn’t offer a decent alternative to “uncertainty”, the post-election word du jour, yet Theresa May’s dire performance makes it likely we will be reading the word many times a day for the foreseeable future.

Published : 9, Jun 2017

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