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?
Analysis
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ANALYSIS: Trump – from asset to liability for US equities?
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.
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ANALYSIS: Hard truths of a hard Brexit – you could foot the bill
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?
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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.
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The naked truth about MiFID II
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.
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ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that emerging market stocks will continue to outperform both in the short and medium term.
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Why the US is ‘priced for perfection’
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.
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ANALYSIS: Are platforms facing an ‘existential crisis’?
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”?
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ANALYSIS: How WannaCry makes cyber security a vital investment
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!
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ANALYSIS: Should you still buy into the emerging markets rally?
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.
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Warning to advisers that death tax fee hike could ‘reappear’
We are now weeks away from a UK general election in which opinion polls suggest the Conservatives will win with a sizeable majority, says Duncan Bailey, partner and head of private client of corporate and commercial law firm Brabners.
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ANALYSIS: Is the only thing to fear… fear itself?
Multi-asset and absolute return strategies have been at the height of popularity in recent months as investors scramble to defend against potential headwinds, but with economic data so favourable is the only thing we need to fear actually fear itself?