ANALYSIS: Will the Fed turn its back on the world next year?

ANALYSIS: Will the Fed turn its back on the world...

With a December interest rate rise now close to certain, investors will no longer be trying to assess when the Federal Reserve will raise rates next, but what the path will be after this.

Published : 29, Nov 2016
It’s anyone’s guess what's going on inside Trump’s head

It’s anyone’s guess what's going on inside Trump’s...

What a game changer the election of Donald Trump as US president is likely to be across so many fronts.

Published : 28, Nov 2016
Diving for pearls: Nine global funds worth considering

Diving for pearls: Nine global funds worth considering...

With 267 funds, the Investment Association (IA) Global sector is second only in variety to its UK All Companies, which comprises 269 funds. It is one of the oldest and most popular sectors and also very diverse, both in terms of type of offering and also in terms of performance.

Published : 25, Nov 2016
ANALYSIS: Pragmatic Hammond and the art of the possible

ANALYSIS: Pragmatic Hammond and the art of the...

Anyone hoping for infrastructure spending plans on a Trumpian scale was disappointed on Tuesday by what most commentators described as a cautious and pragmatic Autumn Statement from Philip Hammond.

Published : 23, Nov 2016
ANALYSIS: Value vs growth not a black and white issue

ANALYSIS: Value vs growth not a black and white...

Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.

Published : 22, Nov 2016
It is time for active managers to leave benchmarks behind

It is time for active managers to leave benchmarks...

Benchmarks are a vital part of the asset management sector. Funds are measured against them, bonuses worked out in relation to them and entire sectors of the industry predicated upon them. But, if recent trends are extrapolated outwards, the days of the benchmark in its current form should be numbered.

Published : 21, Nov 2016
Not all inflation expectations are equal – Pioneer

Not all inflation expectations are equal – Pioneer...

The sharp jump in global inflation expectations since Donald Trump’s US election success papers over several significant differences in the inflation path for different countries, said Tanguy Le Saout.

Published : 21, Nov 2016
China meltdown `very unlikely’: Lombard Odier

China meltdown `very unlikely’: Lombard Odier

China’s debt-to-GDP increased to 250% in the first quarter this year from 154% in 2008. But Lombard Odier believes the picture is not as bad as it seems.

Published : 21, Nov 2016
Ways to solve the current bond conundrum

Ways to solve the current bond conundrum

Short duration or long duration? That is the question. And the answer, for past few years, has been 'long'. It's worked a treat for some. Could things be about to change or is the raging 30-year plus bull market going to go on for longer?

Published : 18, Nov 2016
ANALYSIS: Should bears buy bond proxies on weakness?

ANALYSIS: Should bears buy bond proxies on weakness?...

If a week is a long time in politics, then in markets it can make or break a trader, while heightening the contrarian instincts of investors with a longer-term view.

Published : 17, Nov 2016
Trump election – a spanner in the works for emerging markets

Trump election – a spanner in the works for emerging...

Emerging market equities and debt have been the most popular asset classes with European investors this year. But now Donald Trump’s election threatens to spoil the party.

Published : 15, Nov 2016
What China's debt pile and '80s England have in common

What China's debt pile and '80s England have in...

There are a number of parallels to be drawn between the current debt overhang in China and 1980s Britain, particularly in the northeast, says Matthews Asia chief investment officer, Robert Horrocks.

Published : 15, Nov 2016
OPINION: Why the dollar bulls are mistaken

OPINION: Why the dollar bulls are mistaken

The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.

Published : 15, Nov 2016
McKinsey: Asset management to see explosive change

McKinsey: Asset management to see explosive change...

McKinsey & Co cited five trends that they expect will cause a “once-in-a-generation shift in competitive dynamics”, completely shaking up the asset management industry.

Published : 15, Nov 2016
ANALYSIS: With the election over Trump risk heads east

ANALYSIS: With the election over Trump risk heads...

Winter is coming, but instead of flying south, the flock of black swans that has pecked away at 30 years of globalisation this year is heading east toward Europe.

Published : 11, Nov 2016
UBS launches sterling-hedged S&P 500 ETF

UBS launches sterling-hedged S&P 500 ETF

UBS Asset Management has launched a sterling-hedged exchange-traded fund (ETF) tracking the S&P 500, listed on the London Stock Exchange.

Published : 11, Nov 2016
Volatility here to stay in the age of the ‘Toblerone’ market

Volatility here to stay in the age of the ‘Toblerone’...

Ever get the feeling you’ve been cheated? As I write, the masses are rebelling against a momentous decision that has thrown the free world off its axis… and that’s just the changing shape of the Toblerone.

Published : 10, Nov 2016
US tracker popularity resilient despite election

US tracker popularity resilient despite election...

Tilney Bestinvest’s clients continued to put money into US tracker index funds in October despite markets being spooked by the potential outcome of the presidential election.

Published : 7, Nov 2016
ANALYSIS: BoE back to square one as inflation forces grow

ANALYSIS: BoE back to square one as inflation...

Balance was the word of the day following the release of the November Inflation Report from the Bank of England.

Published : 3, Nov 2016
Last Word Poll: Clinton well ahead among IA readers

Last Word Poll: Clinton well ahead among IA readers...

Members of International Adviser’s community of readers have expressed clear hopes for victory by Democratic candidate Hillary Clinton over her rival Republican candidate Donald Trump in the US presidential election in our website poll.

Published : 3, Nov 2016

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