03 August 2015
Andrew Haldane, the Bank of England's chief economist, does not seem to shy away from strong views. Be it the deep structure of economies and the role of joint stock limited companies, or the misalignment of banker incentives, Haldane is always worth listening to.
28 July 2015
I would like to introduce a brand new term called 'false trough spotting'. As a paid-up contrarian, it is my duty to find an asset class that is troughing in price and then declare it as a 'bottom fishing' opportunity.
23 July 2015
Managers are grappling with a number of issues in today's volatile markets, including concentration risk and reduced bond liquidity.
22 July 2015
Most financial journalists hate the Budget. All day long we rewrite the same old boring summary of big fiscal changes, with supposedly pivotal impacts on the national body politic.
10 July 2015
Over the past few weeks, I have run out of appropriate slang words and metaphors to describe the Greek debacle.
06 July 2015
David Stevenson explains why smart beta strategies may not become mainstream for another five years.
29 June 2015
The Contrarian Investor examines a segment of the fund market which could be set for a renaissance - despite remaining overlooked in some quarters.
22 June 2015
For some strange reason I cannot seem to escape talking about bubbles.
15 June 2015
Contrarian Investor David Stevenson examines the potential headwinds facing UK-listed REITs after several years of strong performance.
09 June 2015
Over the last decade, professional investors have become obsessed with measuring, gauging, and avoiding risk.
29 May 2015
David Stevenson says the rest of the world should not be too quick to gloat about Greece's misfortunes, as other countries could easily suffer a similar fate.
28 May 2015
In episode five of our podcast, Anna Fedorova speaks to Charles Hepworth, in charge of the DFM proposition at GAM, about how to select funds off the beaten track, and Hardeep Tawakley looks at the pros and cons of contrarian investing.
22 May 2015
We contrarians love a good bubble and I think, by now, we all know the broad narrative about spotting one.
15 May 2015
For the past few years, Investment Week’s editorial director Lawrence Gosling and myself have been engaged in a bout of contrarian jousting.
12 May 2015
UK CPI inflation is set to turn negative for the first time ever next week, but, amid a bond market sell-off, David Stevenson says some signs point to inflation making a dramatic comeback.
Fund managers reveal how they are preparing portfolios for looming interest rate rises, and where they are still finding value.
Mike Amey, managing director and head of sterling portfolios at PIMCO, asks if short-term shocks are set to derail UK growth
In our podcast for July, Anna Fedorova speaks to Square Mile's Richard Romer-Lee about the growing challenge the Investment Association faces with regards to existing and new sector classifications.
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