ANALYSIS: Time for Carney to change the rate record
It turns out Mark Carney is a man for turning after all, and it’s about time the bank governor realised the time has come to change tack with the UK economy.
Analysis
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Life assurance and the digital fightback
Life assurers are having to make big strides to catch up with advisers and mass market retail providers when it comes to digital innovation to meet growing expectations from high net worth individuals (HNWI), according to Lombard International Assurance’s Aidan McClean.
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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.
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Political uncertainty boosts case for active over passive funds
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.
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ANALYSIS: How are today’s wealth managers using ETFs?
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.
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The best investment opportunities as India’s Nifty 50 soars
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?
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ANALYSIS: Why has MSCI taken so long to embrace A-shares?
MSCI has finally included China A-shares in its emerging market indices, but the decision seems long overdue.
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ANALYSIS: Prepare for the ‘new normal’ of rising UK inflation
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?
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ANALYSIS: Margin pressure points to more fund group M&A
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?
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ANALYSIS: Where should you invest after UK election shock?
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.
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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.
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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.