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Analysis

ANALYSIS: The great global equity fund flop

Investment | analysis 4 Aug 15

ANALYSIS: The great global equity fund flop

Equities have inarguably been the best growth trade of recent years, so why have global funds, which supposedly cherry pick the winners, consistently struggled?

ANALYSIS: Will rate hike and loan rise be a chance for the challengers?

Investment | analysis 3 Aug 15

ANALYSIS: Will rate hike and loan rise be a chance for the challengers?

With business lending set to increase and a rate rise looming, will this window of opportunity for UK challenger banks be something investors can tap into?

ANALYSIS: Euro equity investors’ fingers on the ‘buy’ and ‘sell’ triggers

Investment | analysis 30 Jul 15

ANALYSIS: Euro equity investors’ fingers on the ‘buy’ and ‘sell’ triggers

Ask a panel of investors where the best growth opportunities are, and you can bet a fair amount will say European equities. But amid the furore, are they actually really taking the plunge?

ANALYSIS: Is it time to rethink mega caps?

Commodities | analysis 24 Jul 15

ANALYSIS: Is it time to rethink mega caps?

Anglo American CEO, Mark Cutifani made it clear at the group’s interim results presentation on Friday that the mining sector is currently facing one of the toughest periods he has seen so far in a 40-year long career. And, the sector’s woes have a way to run still.

Bond squeeze: The rising risk of policy misstep

Investment | analysis 23 Jul 15

Bond squeeze: The rising risk of policy misstep

Turbulence in bond markets has left bond investors nervous and cash piles high but while more movement is expected, certainty on a few issues could see investors moving back into the market during the second half of the year.

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