Investors should be aware of the changing stance of central banks but they should not become too pessimistic.
The go-to gauge for inflationary pressures in an economy is broken and the sooner central bankers accept that, the better
Companies and markets can you tell you a lot about the future at this point in the year, so now is the time to get ahead of the game
With global growth and inflation starting to ebb, equities could encounter summer turbulence. But there is a case for adding to exposure on dips.
David Smith says he is happy to buy asset managers in spite of ongoing regulatory scrutiny
As the FCA berates fund groups for their handling of the wave of redemptions in property funds following the Brexit vote, Money Marketing talks to managers about what next for the commercial property sector
Investors will be well aware of the reflationary narrative in markets, with growth and inflation having picked up over the past few months. Yet recognition of this change has not been universal. While fund managers have been going long oil, hoovering up cyclical stocks and increasing active exposure, asset owners have shown little inclination to […]
Just as a picture tells a thousand words, a single statistic portrays the current mood among investors: the IA Targeted Absolute Return sector saw more inflows than any other sector in 2016, as money poured from equity funds in 10 of the 12 months. But as the average monthly return of absolute return funds was […]
Advisers have welcomed the £11bn mega merger of Standard Life and Aberdeen but want more clarity on the future of their platform propositions. Yesterday, Standard Life and Aberdeen announced a merger deal which is set to create one of the biggest asset management groups in the UK and the second largest in Europe. In the […]
Aberdeen and Standard Life investors should brace themselves for more outflows as the market awaits details on how the mega merger will play out, analysts warn. Standard Life and Aberdeen have announced a shock £11bn merger deal, which is set to create the biggest active management group in the UK and the second largest in […]
After a year of seismic political shifts, 2017 has so far continued to provide extraordinary headlines on a daily basis. Yet life goes on. Let’s not forget that, a year ago, markets were in freefall and you did not have to look far to find predictions of doom and cries of “sell everything”. In defiance […]
There is a strong consensus in markets these days. Post-Trump election, terms such as “regime change” and “the Trump reflation trade” have dominated financial press headlines, as investors put their money to work based on the view that growth and inflation are going to rise. This has favoured equities over bonds. However, the catalyst for […]