Analysis

  • Denmark

    Denmark

    What do Danish fund buyers think of all the major asset classes?

  • Will inflation remain absent?

    Will inflation remain absent?

    During almost a decade of experimental monetary policy from central banks, inflation has been notable by its absence across most economies. With monetary policy beginning to diverge and unemployment falling, will it rear its head again or has it peaked?

  • A market downturn sparked by Mifid?

    A market downturn sparked by Mifid?

    Could Mifid II be responsible pushing markets into a downward spiral? Perhaps not, but a rule requiring managers to report any 10% fall in a portfolio to clients will do little to discourage the buy high/sell low mentality of the man on the street.

  • How to respond to the end of easy money

    How to respond to the end of easy money

    After a decade of ultra-low interest rates and loose monetary policy, the consensus is that central banks around the world will continue to tighten their belts in 2018, so how best to tackle the shift?

  • How prepared is the industry for Mifid II?

    How prepared is the industry for Mifid II?

    After months of talking and planning, Mifid II is finally here, but is the asset management industry ready for the bombshell to land?

  • Dashboard

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  • Year in review: The UK

    Year in review: The UK

    In an environment of protracted Brexit negotiations, continued political uncertainty and weaker economic growth, investors generally lost faith in UK equities in 2017 with many migrating to global and absolute return funds.

  • Year in review: US

    Year in review: US

    Despite a strong year for US stock markets in 2017, a strengthening pound has taken some of the gloss from returns for UK-based investors.

  • Year in review: Japan

    Year in review: Japan

    The Japanese economy is in the midst of its longest period of growth in more than a decade, helping drive an average return of 16.11% in sterling terms for funds in the UK Investment Association’s Japan sector in 2017, with the best performing fund up nearly 40%.

  • Can value make a comeback in 2018?

    Can value make a comeback in 2018?

    Growth funds have walloped their value counterparts consistently for the last decade. But with the prospect of rising interest rates on the horizon and supportive global growth, can the investment style make a comeback in the new year?

  • Will Europe’s 2017 revival last?

    Will Europe’s 2017 revival last?

    Europe has had a tricky time of it in the decade following the financial crisis and 2017 was tipped to be no different, predicted to be a roller coaster of populist politics and volatile markets.

  • Back into bonds?

    Back into bonds?

    Bonds have been an unloved asset class of late as investors’ mad scramble for yield has pushed the cost to unpalatable highs and they sought safety in cash, but does an impeding equity market correction mean that is set to change?