ANALYSIS: Supply the key in commodities conundrum
Oil’s recent jaunt through $50 a barrel, its highest level since November last year, highlights once again how suddenly things can change, particularly when it comes to the commodities complex.
Analysis
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Caught off guard, ETF investors head for safe havens
European exchange-traded fund (ETF) investors caught off-guard by the volatility at the start of the year, sheltered assets in traditional safe havens such as gold, according to analysis by Morningstar.
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ANALYSIS: Where are all the risk takers?
Outcome-based investing is the investment structure of the decade and is predicated on maximising risk management first and eeking out returns second.
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Oil, renminbi stabilisation good news for Japan equities
A combination of strong corporate earnings and the stabilisation of both the Chinese renminbi and global oil price are making “deeply undervalued” Japanese equities more attractive, according to Tokyo-based Sompo Japan Nipponkoa Asset Management (SNAM).
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Panama Papers prompt trade-off for transparency
Wealthy individuals may have to choose between security and secrecy as a result of the increased transparency measures proposed in the aftermath of the Panama Papers scandal.
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ANALYSIS: Ignore the seven-year itch, stick with the “unfashionable” bulls
Seven years of equity rises, have we really seen any evidence of complacency that ended previous bull markets?
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The implications of FAMR for the rest of Europe
The recent release of the UK’s Financial Advice and Market Review (FAMR) might not have had much impact elsewhere in Europe but perhaps it should have done, says Paul Stanfield, secretary general of the European Federation of Financial Advisers and Financial Intermediaries (FECIF)
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ANALYSIS: Is the real ‘value’ still in growth investing?
Growth investing has had a stellar few years but, amid talk of more favourable conditions for value investors, there is little evidence yet to suggest the tide has turned.
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ANALYSIS: The real mavericks of UK Equity Income
Like ‘Dirty’ Harry Callahan and Starsky & Hutch, UK Equity Income has hosted its fair share of rule-breaking mavericks, the question is should we accommodate or banish them?
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Lessons from the UK’s RDR journey
With UK-style retail distribution review (RDR) regulation sweeping across international investment markets, and the trend towards better customer outcomes only set to intensify, advisers need to fully embrace this change and embrace it early, says Bill Vasilieff, chief executive of Novia Global.
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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.
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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.