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.
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.
Ignore the politics. If there’s one takeaway for investors from 2016, it’s the move from growth to value.
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.
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.
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.
Asset allocators moved materially back into fixed income in the third quarter, often at the expense of absolute return funds, Natixis said on Wednesday.
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.
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.
Ever get the feeling you’ve been cheated? As I write, the masses are rebelling against a momentous decision that has thrown the free world off its axis… and that’s just the changing shape of the Toblerone.
Bond investors are strapped in for an explosive month ahead as more questions were raised over the next Fed rate rise, following today’s US election result.
Election day in America has finally arrived and the world is busy digesting the outcome, but if you are going to miss dawn-to-dusk political coverage do not despair, there are plenty more twists and turns to come.
