22 April 2014
The world of conventional asset management has had a decent year or so.
14 April 2014
Over the last couple of weeks, the investing world has boasted two terrifically exciting events almost guaranteed to appeal to the anoraks of modern high finance – the first is the European business school’s EDHEC Risk Day in the City, with the more glamorous second one the Value Investing Congress in Las Vegas.
07 April 2014
This is the way the world ends. This is the way the world ends This is the way the world ends Not with a bang but a whimper. The Hollow Men (TS Eliot)
31 March 2014
Here is some good news for once – government is doing its job.
25 March 2014
As a committed fan of keeping investment as simple as humanly possible, I have long subscribed to the dictum that simple pound cost averaging was one of the few free lunches left in modern investment.
17 March 2014
For a country that prides itself on its cutting edge use of financial structures to fund infrastructure, the UK does not do a terrifically good job of actually building the stuff.
10 March 2014
Just when you thought Russian shares could not get any cheaper.....Russia invades Ukraine.
24 February 2014
Regular readers of my column might know that I take a dim view of France as an investment opportunity.
20 February 2014
High valuations have made many wary of the UK market, but Alex Wright, manager of the Fidelity Special Situations fund, insists there are still plenty of unloved opportunities.
17 February 2014
The Contrarian Investor, David Stevenson, explores the concept of 'deep risk' - and offers up a new take on asset allocation.
10 February 2014
This year has not quite gone to plan. The Year of the Horse was supposed to be the 12 months in which confidence in the future finally started to fan out from the US into the rest of the developed markets.
03 February 2014
Watch out for lots of fireworks from the passive funds sector in 2014. Big changes are on their way, with this fast growing segment of the funds market pushing its way relentlessly into the retail heartland.
27 January 2014
This week I am going to try and explain why we should take seriously those bulls who argue inflation might reappear shortly, helped along by excessively optimistic markets.
20 January 2014
Among the pointy heads of the investment world, there is still a general sense of foreboding about prospects for 2014 and beyond.
16 December 2013
I think it was the wonderful American novelist John Updike who once said “America is a vast conspiracy to make you happy”.
Foreign exchange markets are at a significant juncture, with currency misalignment likely to increase in the second quarter, writes Neil Staines, head of FX trading at The ECU Group.
Alain Defise, investment manager at Pictet Asset Management, argues emerging market corporate bonds offer a way to tap into the ‘dynamism’ of the developing world, while shielding investors from the volatility associated with emerging currencies and stocks.
Returns from European high yield are low, leading many investors to look elsewhere. But technical support is still in place and the outlook is sanguine, says Alliance Trust investment's Kenny Watson.
The Big Debate
The Big Debate is an online audio and video conferencing club with an audience comprising the UK's leading discretionary asset managers, top IFAs, and other investment professionals.
IW Fund Centre
Register here to get full access to all Investment Week's news and comment articles from our archive.
Updating your subscription status