ANALYSIS: The fundamental approach is the route to Asian success
Asian equities have had a rough three or four years but with long-term, top-down influences unlikely to change it is time to look for equally long-term, bottom-up fund solutions.
Analysis
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ANALYSIS: Are manic depressive markets reaching a tipping point?
One of the reasons a lot of people dislike clowns is the edge of panic to the smiles they paint on.
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ANALYSIS: Fund managers should be remunerated not rewarded
A report from PwC suggests that pay and rations will change dramatically as our industry – and the pressures on it – continue to evolve.
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ANALYSIS: Pressure on asset managers rises as Cummings arrives
New Investment Association chief executive Chris Cummings has certainly got his work cut out when he takes the reins in the third quarter of this year.
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ANALYSIS: Yellen reminds markets the Fed is in charge
Janet Yellen’s Economic Club of New York speech provided a timely reminder that nobody can move markets like central bankers.
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ANALYSIS: For gold’s sake, stop talking safe havens
Gold has had a good start to 2016 but three months of positive fund returns and an upwardly mobile price are not enough to badge it as a safe haven.
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ANALYSIS: Are high yield’s new fans clutching at straws?
Money has poured into high yield bond funds at a rare pace over the past month but is this a sound move based on merit, or a case of return-starved investors clutching at straws?
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ANALYSIS: A smart, cautious budget with sugar-free sweeteners
Whether you support or oppose chancellor of the exchequer George Osborne and his party, it is hard to argue he is not a shrewd operator and a safe pair of hands for the British economy.
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ANALYSIS: We consumers are ready to save the day
For the rest of 2016, being less pessimistic could be what consumers need economies and companies to feel to encourage them to come to their rescue.
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ANALYSIS: Changes for the ‘changemaker’ as OMW priced up
The four-way split of Old Mutual may be big news globally, though for many observers – and potential acquirers – the more remarkable story is its growing Wealth business.
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ANALYSIS: Will Draghi ever be able to do enough?
The ECB’s latest salvo in the fight against the prospect of deflation was initially met positively by markets. But, a lack of a clear message that the Bank will cut rates further from here sent markets falling again almost as quickly.
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ANALYSIS: High time for high-yield, the US equity substitute?
Those who believe that ‘risk-on, risk-off’ is consigned to the past look away now, with record inflows into US high-yield indicating that sentiment has shifted once again to the spicier end of the fixed income spectrum.