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
Political uncertainty boosts case for active over passive funds

Political uncertainty boosts case for active over...

Passive funds have performed strongly in recent years, benefitting from relatively low volatility and more accommodative monetary policy in most developed economies, says David Macdonald, VAM Funds'sales and marketing director.

Published : 26, Jun 2017
ANALYSIS: How are today's wealth managers using ETFs?

ANALYSIS: How are today's wealth managers using...

Wealth managers traditionally allocate meagre chunks of their portfolios to passive, but with assets in exchange-traded funds passing the $4trn (£3.2trn, €3.6trn) mark globally last month, that could be set to change.

Published : 22, Jun 2017
The best investment opportunities as India’s Nifty 50 soars

The best investment opportunities as India’s Nifty...

India’s Nifty 50 index has been steadily climbing this year, hitting an all-time high of 9,675 earlier this month, but can it breach the 10,000 barrier?

Published : 22, Jun 2017
ANALYSIS: Why has MSCI taken so long to embrace A-shares?

ANALYSIS: Why has MSCI taken so long to embrace...

MSCI has finally included China A-shares in its emerging market indices, but the decision seems long overdue.

Published : 21, 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: Margin pressure points to more fund group M&A

ANALYSIS: Margin pressure points to more fund...

The headlines say fund groups’ profits fell, but what else can we learn from McKinsey & Company’s Asset Management 2017 report into the European funds industry?

Published : 12, 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
Curiosity not conviction drives election mood

Curiosity not conviction drives election mood

Investors have been struggling to call any winners and losers ahead of the UK election due to its lack of a binary outcome.

Published : 7, Jun 2017
Is dollar weakness set to reverse?

Is dollar weakness set to reverse?

This year's dollar weakness took most investors by surprise. There are, however, obvious reasons for this, and fundamentals suggest it could reverse.

Published : 7, Jun 2017
ANALYSIS: Has Abenomics saved Japan’s ‘lost generation’?

ANALYSIS: Has Abenomics saved Japan’s ‘lost generation’?...

Japan’s economy is beginning to show signs of life, but is this another false dawn, or a sign that Prime Minister Shinzo Abe’s reforms are working?

Published : 5, Jun 2017
ANALYSIS: Trump – from asset to liability for US equities?

ANALYSIS: Trump – from asset to liability for...

When Donald Trump was first elected US president, investors believed it would power US equities to new highs while emerging market assets were expected to suffer. Four months into his presidency, expectations have changed radically.

Published : 30, May 2017
ANALYSIS: Hard truths of a hard Brexit - you could foot the bill

ANALYSIS: Hard truths of a hard Brexit - you could...

Asset manager BlueBay has hit the headlines for shorting sterling on predictions of a likely ‘hard’ Brexit, but as an industry are we still burying our heads in the sand?

Published : 24, May 2017
ANALYSIS: Why SRI trackers have outperformed

ANALYSIS: Why SRI trackers have outperformed

Some sustainable index trackers have outperformed their plain vanilla peers since they were established a few years ago, while others haven't.

Published : 22, May 2017
The naked truth about MiFID II

The naked truth about MiFID IILock icon

The realities of Mifid II are beginning to dawn as advisers across Europe start to realise that commission transparency will be led by product providers, which could leave them feeling a bit exposed, says Shane Wood, business development manager for European IFA network OpesFidelio.

Published : 19, May 2017
ANALYSIS: EM outperformance – will the consensus hold?

ANALYSIS: EM outperformance – will the consensus...

There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.

Published : 19, May 2017
Why the US is 'priced for perfection'

Why the US is 'priced for perfection'Lock icon

Now the economic honeymoon period following Donald Trump’s election has ended, Noel O’Halloran says this is the time to take stock and reassess asset allocations.

Published : 17, May 2017
ANALYSIS: Are platforms facing an ‘existential crisis’?

ANALYSIS: Are platforms facing an ‘existential...

As certain platform businesses boomed in Q1 with year-on-year sales over 30% higher, others posted huge losses, begging the question: are they facing an “existential crisis”?

Published : 16, May 2017
ANALYSIS: How WannaCry makes cyber security a vital investment

ANALYSIS: How WannaCry makes cyber security a...

Take a look at your surroundings. Chances are, most of your colleagues are staring at screens or, if you’re in a public place, those around you will be looking down at their phones. Even you’re doing it!

Published : 15, May 2017
ANALYSIS: Should you still buy into the emerging markets rally?

ANALYSIS: Should you still buy into the emerging...

Emerging market equities and bonds have outperformed their developed rivals by a large margin year-to-date, resulting in a surge in inflows. An acceleration in global growth and the absence of immediate macro concerns seem to underpin the current rally, but there are some obvious elephants in the room.

Published : 10, May 2017

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