Analysis
Sponsored | analysis 17 Nov 15
Why bond investors need to know the breakeven
The raft of recent central bank meetings in late October and early November offered clarity but few surprises on the future direction of monetary policy – the Bank of England lifted interest rates from their decade-long slump to 0.5%, while the US Federal Reserve set the stage for a further rate hike in December 2017. […]
Investment | analysis 17 Nov 15
ANALYSIS: Bulls on parade, but beware an earnings shock
The latest BofA Merrill Lynch Fund Manager Survey has found reignited appetite for risk amid expectations of a December Fed rate hike, but are investors being premature?
Investment | analysis 17 Nov 15
ANALYSIS: The winners and losers in the multi-asset revolution
While commentators are quick to praise innovation within the funds space, is there a case to say that the industry is still edging towards conservatism and risk aversion?
Technology | analysis 12 Nov 15
PA ANALYSIS: Investors ignore robot revolution at their peril
Robots have long exerted a fascination for movie-makers, but a new report from Merrill Lynch suggests that investors should be paying just as much attention.
Investment | analysis 11 Nov 15
ANALYSIS: Tulloch’s departure – Can his team continue his legacy?
Whenever a high profile fund manager leaves a group, it prompts considerable hand-wringing among investors about whether they should remain invested in their funds.