ANALYSIS: Changing correlations in a climate of rising rates
There have been relatively few reasons to hold gilts and other sovereign bonds in the current environment.
Analysis
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ANALYSIS: Growing EM/DM split is hitting dividends
The latest Henderson Global Dividend index shows an increasing polarisation between emerging and developed markets, reflecting in particular the contrasting fortunes of the US and China.
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Why bond investors need to know the breakeven
The raft of recent central bank meetings in late October and early November offered clarity but few surprises on the future direction of monetary policy – the Bank of England lifted interest rates from their decade-long slump to 0.5%, while the US Federal Reserve set the stage for a further rate hike in December 2017.…
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ANALYSIS: Bulls on parade, but beware an earnings shock
The latest BofA Merrill Lynch Fund Manager Survey has found reignited appetite for risk amid expectations of a December Fed rate hike, but are investors being premature?
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ANALYSIS: The winners and losers in the multi-asset revolution
While commentators are quick to praise innovation within the funds space, is there a case to say that the industry is still edging towards conservatism and risk aversion?
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PA ANALYSIS: Investors ignore robot revolution at their peril
Robots have long exerted a fascination for movie-makers, but a new report from Merrill Lynch suggests that investors should be paying just as much attention.
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ANALYSIS: Tulloch’s departure – Can his team continue his legacy?
Whenever a high profile fund manager leaves a group, it prompts considerable hand-wringing among investors about whether they should remain invested in their funds.
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ANALYSIS: Currency to play greater role in portfolio returns
ETF Securities has reported a three-fold increase in ‘retail’ investors looking to hedge their currency exposure since the start of the year.
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ANALYSIS: Will ETFs and trusts breathe new life into platforms?
While some have been keen to pronounce platforms to be ‘dead’ providers do not seem willing to throw in the towel and have launched a counter-attack.
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ANALYSIS: Wealth managers ignore ESG investing at their peril
The rising tide of regulation and ever increased scrutiny on fees has meant that scale is ever more important for wealth managers.
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ANALYSIS: Is EM sentiment beginning to shift?
Emerging markets remain low down on wealth managers’ list of things to buy. But, judging by the news flow this week, they are now quite as low down as they once were and, for some, they are beginning to move much higher.
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Where now for commissions in Europe?
Full commission bans did not materialise in the agreed texts for both both MiFID 2 and the IDD. Paul Stanfield of FEIFA looks at the likely future of remuneration for financial advisers.