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?
Analysis
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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.
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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?
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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.