PA ANALYSIS: Correction made but small caps still strong
Small caps have a great 12 months compared to their larger equity peers but it is still too early to tell whether it as an indicator of the start of something more substantial.
Analysis
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PA ANALYSIS: Q4 may force portfolio allocation changes
As Q4 approaches, investors may have to increase the risks they take with their asset allocation.
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PA ANALYSIS: Macros + liquidity + demand = GEM ETFs
The current macros added to investors’ need for liquidity will lead to more GEM ETF launches.
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PA ANALYSIS: The FSA is confusing ‘complex’ with ‘risky’
The FSA is warned that complex product structures do not necessarily increase their risk or returns.
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PA ANALYSIS: Investors want ‘safe’ but are unsure what it is
Investors are having to juggle with the changing definitions of what constitutes a safe haven asset.
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PA ANALYSIS: Investors need to take a punt on no more QE
Globally PMI data makes for poor reading but more QE is not the answer to generate growth.
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PA ANALYSIS: ECB and IMF in European debt row
The IMF and European Central Banks have fallen out over the region’s banks’ sovereign debt exposure.
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PA ANALYSIS: RDR could limit advice not increase it
Advised sales are falling and with RDR still to come this proportion could continue to fall.
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PA ANALYSIS: A European solution is preferable to an Italian one
An international not a single-country approach is needed to solve Europe’s sovereign debt crisis.
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PA ANALYSIS: Fixed income will stay above equities despite inflation falls
Investors in the UK will stick to fixed income assets above equities while inflation stays this high
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PA ANALYSIS: Will Oeics get more independent boards?
Electric & General Oeic’s use of an independent board is unlikely to be copied by competitors.
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PA ANALYSIS: Rewriting the language of default
Talk of an “organised” default in Greece doesn’t change the fact that it is still a default.