Are value stocks diamonds or landmines at the moment?
The big shift from the growth style of investing into a value style has been played out a number of times, but there are reasons to believe it could be an unwise move this time around.
Analysis
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Closed architecture gains ground again – Cerulli
Independent asset managers were the dominant players in Europe in the years following the financial crisis, capturing 90% of all inflows. However, this trend has reversed since 2014. In the past two years, asset managers owned by banks and insurance companies have recaptured market share, according to research by Cerulli, the asset management consultancy.
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Negative interest rates: Keynes revisited
Negative interest rate policies have started to unnerve investors, even though Sweden, Denmark, the eurozone and Switzerland have all had negative policy rates for over a year.
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Why is Yanis Varoufakis not a eurosceptic?
In this Q&A session, filmed at Expert Investor’s Pan-European Congress, Yanis Varoufakis reveals exclusively why he is not a eurosceptic. He also explains why he admires Wolfgang Schäuble, and much more.
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Study: China the source of global financial shocks
Advanced economies have become the net receiver of market shocks while China and other emerging markets have turned into the sources, according to an IMF working paper.
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Was this Draghi’s final bullet?
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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Rathbones: Brexit will make asset managers bleed
The hyperbole is in full swing, with even The Queen backing Brexit according to The Sun. A more erudite view perhaps comes from Rathbones’ five common ‘myths’ around a potential exit from the EU.
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Voting for Brexit to bash Brussels bureaucrats – tempting to Varoufakis
Yanis Varoufakis would find it hard to resist voting for Brexit if he were British, he said at Expert Investor’s Pan-European Congress in Rome last Friday. However, his wish is not going to materialise, congress delegates believe.
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BIS warns of central bank overburdening
It is not every day that the Bank of International Settlements warns that confidence in central bank omnipotence has begun to falter, but when it does it is worth a read.
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Brexit is bad, says Blackrock
A Brexit offers a lot of risk with little obvious reward; leading to lower UK growth and investment, and potentially higher unemployment and inflation, said BlackRock.
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OPINION: How to talk clients through a market plunge
As volatility roars back, with major markets all negative year-to-date, client expectations also go through wild swings.
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Now there’s a villain, Brexit drama can really begin
‘Extraordinary’ was how a number of commentators described the scenes in the House of Commons on Monday during the debate about whether or not Britain should remain in the European Union.