ANALYSIS: Trump impact on emerging markets may wane
One of the losers so far, from the election of Donald Trump to the White House has been emerging markets funds.
Analysis
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ANALYSIS: Will the Fed turn its back on the world next year?
With a December interest rate rise now close to certain, investors will no longer be trying to assess when the Federal Reserve will raise rates next, but what the path will be after this.
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ANALYSIS: Is Barclays’ new platform the start of Fintech 2.0?
Barclays’ announcement on Monday that it has launched an execution-only platform should come as no surprise. But, it should serve as a reminder to wealth managers not to get too complacent.
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Will US equities binge mean a Thanksgiving hangover?
As Americans get stuck into their Thanksgiving day celebrations the rest of the world still has its eye on the investment ball and some may be weighing up whether, just as with food, you can have too much of a good thing.
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ANALYSIS: Pragmatic Hammond and the art of the possible
Anyone hoping for infrastructure spending plans on a Trumpian scale was disappointed on Tuesday by what most commentators described as a cautious and pragmatic Autumn Statement from Philip Hammond.
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ANALYSIS: Value vs growth not a black and white issue
Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.
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It is time for active managers to leave benchmarks behind
Benchmarks are a vital part of the asset management sector. Funds are measured against them, bonuses worked out in relation to them and entire sectors of the industry predicated upon them. But, if recent trends are extrapolated outwards, the days of the benchmark in its current form should be numbered.
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Meet the Warringtons part 4: death, taxes, and inheritance
The fictional Warrington family is forced to deal with dividing the estate of patriarch Eric, inheritance tax, and an unexpected claim against the estate in the latest case study from Edward Stone, partner at Irwin Mitchell Private Wealth.
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ANALYSIS: FCA report puts closet trackers on notice
Unsurprisingly, most of the responses hitting the inboxes of industry journalists through the course of an otherwise quiet Friday began with “welcoming” messages to the FCA interim report on the asset management industry.
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Absolute return disappointment stymies cautious investors
Asset allocators moved materially back into fixed income in the third quarter, often at the expense of absolute return funds, Natixis said on Wednesday.
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OPINION: Why the dollar bulls are mistaken
The dollar has rallied in recent days as investors believe stronger US GDP growth and Fed rate hikes will push the greenback up. But markets are ignoring the forces that are likely to drag the dollar down in the longer term.
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ANALYSIS: With the election over Trump risk heads east
Winter is coming, but instead of flying south, the flock of black swans that has pecked away at 30 years of globalisation this year is heading east toward Europe.