ANALYSIS: Multi-manager fees under fire
The departure of Mark Harries from Aberdeen has brought the spotlight back on the world of multi-managers. But it is one aspect in particular that’s the big talking point.
Analysis
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What to look for in structured notes
Structured notes continue to remain a popular alternative investment among offshore investors, although it remains increasingly difficult to decide between which ones to choose given the complexity of how they can be constructed, says Harpreet Sajjan, managing director of S7 Capital Management.
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Decoding the ECB ‘disappointment’
ECB President Mario Draghi disappointed markets on Thursday. While the Bank delivered a 10 basis point cut to the deposit rate to an historic -0.3%, and extended the deadline of its asset purchase programme by six months, it kept the main refinancing and marginal lending rates steady at 5 and 30 basis points respectively.
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Buy-to-let Stamp Duty hike among perks under fire
Chancellor George Osborne showed a steely determination to tackle some of the cosier aspects of the lives of the wealthy in this year’s Autumn Statement. Tax evasion, capital gains tax and second homes came under scrutiny in an otherwise relatively benign budget.
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ANALYSIS: Clouds gathering ahead of Chancellor’s Autumn Statement
As we enter winter there are clouds on the horizon for the United Kingdom economy and Chancellor George Osborne has to deliver his Autumn Statement against an increasingly murky backdrop.
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OPINION: Why wealth managers must act now to save their future
Break a mirror, and you’ll get seven years of bad luck. Break the banking system, and it’ll take that long just for regulators to work out who’s to blame.
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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.
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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.