ANALYSIS: What to watch out for as Brexit negotiations begin
“Positive and constructive” was how the UK’s Brexit secretary David Davis described his mood as he kicked off negotiations with the EU on Monday morning.
Analysis
-
-
ANALYSIS: Margin pressure points to more fund group M&A
The headlines say fund groups’ profits fell, but what else can we learn from McKinsey & Company’s Asset Management 2017 report into the European funds industry?
-
Fund industry profits shrink as higher costs and passives bite
Worldwide profits for traditional mutual fund groups fell by close to 3% in 2016, despite higher assets under management, according to a report by McKinsey.
-
Hung parliament in UK: Investors brace for volatility
Sterling has taken a hit and yields on 10-year gilts initially dipped, but the main FTSE stock index edged higher, recouping early losses, as the UK woke up to anything but a ‘strong and stable’ government.
-
Is dollar weakness set to reverse?
This year’s dollar weakness took most investors by surprise. There are, however, obvious reasons for this, and fundamentals suggest it could reverse.
-
Short-termist sovereign wealth funds miss return targets
Sovereign wealth funds missed their return targets for the second year in a row in 2016, according to a study by Invesco. By focusing too much on the short term, they risk a longer spell of underperformance.
-
The asset class that will produce the best returns this year
When it’s up to fund buyers and asset managers, there are only two, or perhaps three, candidates for best performing asset class over the next 12 months.
-
Fund buyers put faith in Europe, turn bearish on US
European equity funds again top investors’ wish lists. Appetite for US equities, however, has vanished as quickly as it surfaced in the wake of Trump’s election victory. Demand for high-yield bonds also declining.
-
ANALYSIS: How WannaCry makes cyber security a vital investment
Take a look at your surroundings. Chances are, most of your colleagues are staring at screens or, if you’re in a public place, those around you will be looking down at their phones. Even you’re doing it!
-
ANALYSIS: Is passive beating active at its own corporate governance game?
It is no secret the average active fund manager struggles to outperform consistently. Corporate governance is an obvious area where active managers can still prove their value.
-
Quarter of asset managers ‘moving staff because of Brexit’
A quarter of the asset management businesses monitored by accounting giant EY have now announced plans to move operations to Europe due to Brexit.
-
ANALYSIS: What to expect from Macronomics
The prospect of ‘Trumponomics’ powered equity markets last year. ‘Macrononomics’ doesn’t only sound more like a real word, it could even have more powerful and longer-lasting effects. But the stakes are high.