Analysis: The absolute return conundrum
There is a long line of asset managers rolling out funds aimed to “balance” and “diversify” returns, but is the multi-asset universe about to be turned on its head?
Analysis
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ANALYSIS: Out-of-step Alliance Trust divides analysts with review
Rumblings of restructure have been ongoing at Alliance Trust for many years. But those looking for seismic shifts from the investment trust’s much anticipated strategic review, are liable to have been disappointed on Thursday.
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ANALYSIS: Are the bulls about to charge?
If the fund managers surveyed on a monthly basis by Bank of America Merrill Lynch are any indication, animal spirits have returned.
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Analysis: Why policy makers are passing the buck to politicians
A few years ago, it was de rigueur to talk up a supposed decoupling of developed and emerging markets, but for central banks there is now a more disconcerting separation at play.
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Analysis: What if Trump succeeds?
Last year at about this time I wrote a piece titled: What if the Fed is wrong and other scary thoughts for 2016?
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Analysis: ECB acts but Japan lesson looms large
While EU leaders unveiled plans for a new €321m state-of-the-art ‘Europa’ Brussels HQ, over in Frankfurt the ECB was building its own foundations for change.
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ANALYSIS: Time to put an end to rip-off passive funds
Active managers are under pressure like never before to either justify or cut their fees, but have passive funds been getting an easier ride than they deserve as a consequence?
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Key action points for US citizens facing up to Fatca
Compliance with the Foreign Account Tax Compliance Act (Fatca) by those institutions affected by it is now well advanced, but the picture is much less clear for individuals affected by the new rules, says David Andrews, executive director (international private clients) at HFM Columbus.
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Forces impacting on survival rate of financial services firms
Aspects of the international retail financial services market are perceived to lag behind several more mature domestic financial services markets, or certainly those in leading European economies, such as the UK, Germany and France, says Guy Vanner, managing director of AKG Financial Analytics.
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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.
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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.