ANALYSIS: Should investors worry as interest rate inertia creeps?
Conjecture over the timing of the first UK rate rise is becoming almost as routine as the industry’s misplaced adaptation to the ‘abnormal’ 0.5% rate presently in place.
Analysis
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New EU succession laws set to impact UK nationals in Europe
New European succession regulations, known as Brussels IV, which come into effect on Monday, will have an impact on both UK residents with property in other EU states and UK expatriates resident in other EU states, says Tony Mudd, divisional director, tax & technical support at St. James’s Place.
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Investors should steer clear of China shares, says UBP
Jean-Sylvain Perrig, chief investment officer of private bank Union Bancaire Privée gives his view on the Chinese market, suggesting investors should avoid exposure to yuan-denominated securities.
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ANALYSIS: Nothing conventional about Chinese currency slump
There has been a lot of conventional wisdom bandied about over the past few days in relation to China’s loosening of the renminbi peg.
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ANALYSIS: The dangers of wealth management consolidation
Wealth management and financial advice firms have been snapping up their peers at some rate in the post RDR world, but in recent months this has been kicked up a gear.
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ANALYSIS: The great global equity fund flop
Equities have inarguably been the best growth trade of recent years, so why have global funds, which supposedly cherry pick the winners, consistently struggled?
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ANALYSIS: Will rate hike and loan rise be a chance for the challengers?
With business lending set to increase and a rate rise looming, will this window of opportunity for UK challenger banks be something investors can tap into?
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ANALYSIS: Euro equity investors’ fingers on the ‘buy’ and ‘sell’ triggers
Ask a panel of investors where the best growth opportunities are, and you can bet a fair amount will say European equities. But amid the furore, are they actually really taking the plunge?
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ANALYSIS: Is it time to rethink mega caps?
Anglo American CEO, Mark Cutifani made it clear at the group’s interim results presentation on Friday that the mining sector is currently facing one of the toughest periods he has seen so far in a 40-year long career. And, the sector’s woes have a way to run still.
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Bond squeeze: The rising risk of policy misstep
Turbulence in bond markets has left bond investors nervous and cash piles high but while more movement is expected, certainty on a few issues could see investors moving back into the market during the second half of the year.
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ANALYSIS: Is cash the right accessory to beat the summer heat?
With the traditional summer volatility set to be followed by a US interest rate hike, some managers are holding their highest-ever cash weightings – but is this the right course of action?
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ANALYSIS: Could an MPC vote split usher in the autumn?
With MPC minutes having today revealed growing concerns about UK inflation it suggests that, alongside rising interest rates, investment strategists are going to have plenty to ponder by the time the summer fades.