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?
Analysis
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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.
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ANALYSIS: Time running out for Europe’s closet trackers
With returns from European equities distinctly harder to come by than during the QE inspired climb last year, active funds falling short in active share terms are going to find investors less forgiving.
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Three key differences between old and new fund – Pidcock
Fund manager Jason Pidcock’s new Jupiter Asian Income Fund launches on Wednesday, following a forced leave of absence engendered by his departure from his former employer, Newton Asset Management.
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ANALYSIS: Fixed income funds leak as liquidity fears linger
Fixed income funds saw outflows of £267m in January 2016, the Investment Association said on Monday, which accounted for more than half the total outflows of £463m ($642.5m, €589m) recorded for the month.
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Platform view: You can’t hold back the tide
Keeping up with the waves of financial services regulation globally is not always easy for advisers – but standing still in the face of change is not an option.
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Analysis: Risks of passive investing
Among the ‘factions’ fighting for investors’ attention around the globe, passive investing has see extraordinary growth over recent years, says Graham Bentley, director of Marlborough International.
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ANALYSIS: The case for ‘comfort food’ investing
There are few things one can be definitive about at the moment, especially within financial markets. That journalists (and most likely the public) are going to be heartily sick of talking about Brexit in four months, is perhaps one of the few things everyone can agree on.