It is time to head back to the combustible subject of oil. Regular readers of this column will know that back in early September, I predicted a messy demise for the commodity.
Some stocks trading at 'unsustainably' high levels
Arif Husain, head of international fixed income at T. Rowe Price and manager of the Global Unconstrained Bond fund, discusses the impact of Brexit on Central and Eastern European issuers and the investment opportunities emerging in the region.
Nearly four months have passed since the European referendum and we have read many refer to the current period as 'post-Brexit', writes James Sullivan, director and senior fund manager at Coram Asset Management.
As the 'lower for longer' yield mentality in developed markets appears to be morphing into 'lower forever', the higher yields available in emerging market fixed income may offer an alternative, writes Claudio Da Gama Rose, associate portfolio manager...
Many firms reaffirmed their commitment to London and the UK in the wake of the Brexit vote, and like the majority of economic data that has surfaced following June's EU referendum, recruitment activity in the City surprised on the upside.
Fed chair Janet Yellen's recent speech in Boston was an occasion to put into perspective a few important questions regarding the still high economic output gap, the formation of inflation expectations, the sensitivity of wages to labour conditions or...
Edison, which produces insightful analysis of closed-ended funds and other listed equities, last week released an excellent report entitled The Future of Equity Research, co-authored with an analyst from Bloomberg.
Become a lender, not an investor
In the immediate aftermath of the last recession and accompanying financial crisis, there was every reason to expect companies to be reticent about embarking on long-term, productivity-enhancing investment programmes.
Investment not about risk but uncertainty
Tim Mortimer, managing director at Future Value Consultants, explains how the requirement for asset managers to display future performance simulations on their fund literature under PRIIPs regulations has created problems.
Improved sentiment to the region
The moment the FTSE 100 broke through the psychological barrier of 7,000 once again last week, up 25% from its 2016 low when it closed at 5,537 on 11 February, should have been cause for celebration.
A decade or so ago, when this column started, I wrote that Henderson was a business which would either be bought, or would have to buy, in order to survive and prosper in the 21st Century global asset management industry.
Passive providers could do everything their active peers do with a little creativity and more joined up thinking, writes David Stevenson.
Maarten-Jan Bakkum, senior strategist, emerging markets at NN Investment Partners, explains how a small group of troubled countries is responsible for the deterioration of the average growth momentum in EMs.
Political uncertainty high throughout Europe and the US
Investors should be prepared to see many more announcements like this morning's ‘merger of equals' between Henderson and Janus Capital in the near future, writes editor Katrina Lloyd.
Three months on from the Brexit vote that sent shockwaves through the City, asset and wealth managers have had time to reflect on the result, which is now being seen more as another headwind for the sector, rather than a game-changer.
FCA sharpens focus on adviser hospitality
With the majority of selectors recommending the same 20% of funds, FE's Mika-John Southworth explores why 'big brand' funds continue to be favoured despite performance issues.
There is something of a yawning disconnect between investment rhetoric and portfolio reality when it comes to the knotty issues of ethical and sustainable investing. Lots of financial professionals nod wisely about the importance of ESG factors, and then...
Working to close the gender gap has become a priority for many corporates, and in particular asset management firms in recent years.