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.
01 May 2015
Over the next few days, we will know who has inherited the poisoned chalice of governing the UK through the rest of this decade.
27 April 2015
David Stevenson discusses the merits of a 'financial bond' between advisers and investors, which may help prevent short-termist behaviour.
16 April 2015
Here is one hot topic you will not find any of our competing politicians debating: how do we get investors to take a risk and help fund British business?
10 April 2015
A quarterly update last week from Gary Channon at Phoenix Asset Management got me musing on the changing nature of value investing.
07 April 2015
The recent news that Lombard Odier has entered into a new joint venture with ETF Securities is something of a milestone. This corporate tie-up is the harbinger of much bigger change to come in the asset management space.
27 March 2015
I have just finished a mini roadshow around the country talking to high-end advisers. My own contribution was to remind them that markets are operating with a number of unspoken assumptions.
20 March 2015
David Stevenson assesses the impact of Elliott Advisors' challenge to Alliance Trust on the company and the wider investment trust sector.
13 March 2015
Are we standing on the edge of yet another tech stock bubble? Last year I snapped up shares in Allied Minds, recently listed on the UK market but specialising in US university spin-outs.
10 March 2015
If I were to pop into your average London-based wealth adviser and blurt out “so what is your FATCA policy as regards Yanks?”, I think it is reasonable to presume a look of terror would emerge on the adviser’s face.
03 March 2015
One of the increasingly obvious side effects of the great global QE experiment is it is messing up our pensions, and throwing a spanner into every financial adviser’s planning process.
20 February 2015
Although there is an election not far away, you might have blanked out all discussion of it because a) in your constituency it will not make much difference anyway who you vote for, and b) the actual colour of the next government depends upon a series of ifs and buts which makes predicting the result almost impossible.
13 February 2015
Is that it? Is the great oil crash of 2014/15 really over as Brent prices crawl back above $55 a barrel?
Melissa Gallagher, head of investment trusts at Allianz Global Investors, analyses the role investment trusts can play in pension planning as more investors avoid annuities.
Mary-Therese Barton, senior investment manager at Pictet Asset Management, analyses if the Mexican government’s determination to implement its structural reforms and maintain economic stability is helping or hindering the market.
From financials and Brazilian equities to preference shares, managers tell Investment Week more about their best contrarian stock, sector, and regional picks for 2015.
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