Analysis: Funds playing a dangerous game of liquidity

Analysis: Funds playing a dangerous game of liquidity...

On 22 August, doorstep lender Provident Financial hit investors with a devastating triple-whammy – a profit warning (its second in a matter of months), an FCA investigation into its credit card subsidiary Vanquis Bank and the resignation of disgraced CEO Peter Crook.

Published : 13, Oct 2017
Timing a correction is a fool’s errand

Timing a correction is a fool’s errand

The head of global multi-asset strategy at JP Morgan Asset Management (JPMAM) has described any attempt to time a market correction as a “fool’s errand”.

Published : 13, Oct 2017
IMF flags next global crisis

IMF flags next global crisis

A day after it published a rosy global economic outlook, the International Monetary Fund sketched the contours of the next financial crisis, urging policymakers to take measures to rein in exuberance.

Published : 13, Oct 2017
Catalonia may cause chaos for global investors says Nigel Green

Catalonia may cause chaos for global investors...

Should investors be worried about the impact of Spain's worst political conflict in 40 years?

Published : 11, Oct 2017
Why Abenomics will continue to benefit Japan

Why Abenomics will continue to benefit Japan

With Shinzo Abe’s recent announcement of a snap election, Adrian Lowcock, investment director at Architas, assesses the case for investing in Japan.

Published : 11, Oct 2017
Brace for global recession in 2019

Brace for global recession in 2019

An economic downturn affecting most developed markets will occur in 2019, Aegon Asset Management has predicted.

Published : 6, Oct 2017
Investors dump emerging market debt as Fed hike looms

Investors dump emerging market debt as Fed hike...

Emerging market debt has been the best-selling asset class with European investors this year, but flows turned negative in late September against a backdrop of a hawkish Fed and a strengthening dollar.

Published : 6, Oct 2017
Govt sets up asset management taskforce

Govt sets up asset management taskforce

A taskforce to examine how the £8trn ($10.6trn, €9.1trn) UK asset management business can beat the Brexit blues will be set up by the Treasury, City minister Stephen Barclay has revealed.

Published : 3, Oct 2017
Has German election killed the European Spring?

Has German election killed the European Spring?...

Many fund managers dismissed the historical German election results as “insignificant for markets”, but they have failed to consider its impact on the status quo and the possible reversal of recent political trends.

Published : 26, Sep 2017
Why you should care about the German elections

Why you should care about the German elections...

You may be forgiven for not staying up late this Sunday to watch the final results of Germany’s parliamentary elections come in. While chancellor Merkel is sure to win, the scale of her victory is likely to impact the future direction of bond spreads.

Published : 22, Sep 2017
Hawkish Fed to taper from next month

Hawkish Fed to taper from next month

The US Federal Reserve announced it will begin to unwind its quantitative easing programme in October, and said another rate hike this year is likely despite persistently low inflation.

Published : 21, Sep 2017
Sentiment to UK worse than after Brexit vote

Sentiment to UK worse than after Brexit vote

Investors are less confident about the UK now than they were in the aftermath of the Brexit vote or the UK snap election, according to the latest reading from the Lloyds Private Bank Investor Sentiment Index (LPBIS).

Published : 21, Sep 2017
 Why the eight-year bull market is already over

Why the eight-year bull market is already over...

Fears the globe is coming to the end of an eight-year bull market are based on a complete misconception according to former Neptune fund manager, Felix Wintle.

Published : 19, Sep 2017
When did a 2% dip become a market correction?

When did a 2% dip become a market correction?

Pictet AM’s chief strategist Luca Paolini tried to redefine the concept of a market correction this week, urging investors to take advantage of a 2% fall in asset prices to “rebuild positions in riskier assets”.

Published : 11, Sep 2017
Should you sell in summer?

Should you sell in summer?

Negative updates and rocky company accounting during quiet summer months should not be a sole signal to sell a stock, says SVM Asset Management’s Margaret Lawson.

Published : 11, Sep 2017
Norway oil fund to reduce allocation to EMD, corporate bonds

Norway oil fund to reduce allocation to EMD, corporate...

Norway’s sovereign wealth fund intends to reduce its exposure to emerging market currencies and corporate bonds as it seeks to simplify its fixed income benchmark.

Published : 6, Sep 2017
ANALYSIS: ECB taper edges closer

ANALYSIS: ECB taper edges closerLock icon

Just a few months ago, market watchers were convinced the ECB would soon announce it would begin to cut its asset purchases. But even though the European economy has since powered ahead, it now appears unlikely that a detailed tapering announcement will come this year.

Published : 6, Sep 2017
ANALYSIS: Why a world of low-returns is here to stay

ANALYSIS: Why a world of low-returns is here to...

Is 5% all an investor can hope for in returns over the next 10 years? With both investment managers and the regulator singing from the same hymn sheet, it appears this may well be the case.

Published : 5, Sep 2017
Rising carbon prices threaten dramatic profits drop: Schroders

Rising carbon prices threaten dramatic profits...

Carbon prices will have to increase exponentially over the coming decades if we are to meet the Paris climate goals, says Schroders. This will result in a dramatic drop in many companies’ profits.

Published : 5, Sep 2017
'Harvey damage will force Fed to hold rates'

'Harvey damage will force Fed to hold rates'

The damage caused by hurricane Harvey will dampen US GDP growth to an extent that will force the Fed to forget about hiking rates further this year, it has been claimed.

Published : 4, Sep 2017

Sponsored Content

Four types of tax evaders targeted in HMRC campaign
Four types of tax evaders...

Tax investigators are ramping up the pressure on tax...

Expat pensions at risk admits UK chancellor
Expat pensions at risk...

UK chancellor Philip Hammond has admitted the government...

FCA bans adviser spouses for 'calculated' deception
FCA bans adviser spouses...

The Financial Conduct Authority (FCA) has barred John...

'Outdated' EU directive will swamp advisers warns expert
'Outdated' EU directive...

International financial adviser Mazars has warned the...

Benchmark sets ‘comfortable’ UK retirement goal
Benchmark sets ‘comfortable’...

A series of national income targets could be used to...

OTHER STORIES FROM LAST WORD...