27 November 2014
"If at first you don’t succeed, try, try again." Japanese Prime Minister Abe seems to have taken this old adage to heart over the last few weeks, calling a snap election in order to give his LDP government yet another mandate to kickstart Japan.
21 November 2014
Theme-based funds appeal to the intellectual in all investors. Shares may have the pattern and regularity of a fly trapped in a bottle, but I suspect we like to think we can spot big patterns, key trends, processes that will change our lives.
13 November 2014
One has to admire the courage of David Baker and Trevor Steel at resources-focused fund manager Baker Steel.
07 November 2014
Gervais Williams is an excellent investor. Over the last few decades, in various perches at big houses, Miton’s managing director has made his investors a great deal of money.
30 October 2014
I have very sad taste in holiday reading. Last week, while sweltering in the glorious autumn heat in Morocco, my travelling companions idled away their spare afternoon hours reading pacey thrillers, while yours truly was transfixed by a book on energy policy (The Carbon Crunch by Dieter Helm), and a longish report on ESG investing.
27 October 2014
The ‘glide path’ idea informs not only the intellectual core of most financial planning, but also shapes a large part of investment practice.
17 October 2014
I would like to offer a small wager. I am willing to bet a lavish lunch (involving sandwiches and a glass of wine) that in five years’ time, the single fastest growing asset management product offering within the UK market will be managed ETFs.
09 October 2014
The announcement that Wonga has had to write off around £220m of debt for around 350,000 borrowers, and take a direct hit of at least £35m, should send an icy chill through the world of investment and financial advice.
03 October 2014
Chinese equities have had a decent run over the summer, but local equities overall continue to sit in the dog house, at least in valuation terms.
26 September 2014
With interest rates almost certainly on the rise within the next 12 months, is the game up for bonds as an asset class?
19 September 2014
Look at the media at the moment and you would be forgiven for thinking we Brits have become obsessed about our place in the world, as well as nationalism and constitutional matters.
16 September 2014
The debate between passive and active fund management is infinitely more complex than a simple black and white answer.
05 September 2014
What is spooking so many investors about the current equity market rally? One can barely go a day or two without some expert drawing attention to an impending disaster.
01 September 2014
Investors are in desperate need of good news stories. Although the global recovery is still (probably) on track, most investors I talk to express a palpable sense of anxiety.
27 August 2014
August is usually a fairly boring month for opinionated contrarians such as myself but, over the past few weeks, there has been a flurry of papers and surveys that collectively give us a hint of how the long-term savings market may evolve.
Whilst the commercial real estate sector has delivered positive capital growth month on month since May 2013, this has been primarily driven by yield compression and a correction in pricing following such marked adverse moments between 2007 and 2012
FE’s Joshua Ausden scours the marketplace for the best hidden gem funds for your portfolios.
China will likely ratchet up the stimulus further, and alongside this week's launch of the Shanghai-Hong Kong Connect programme, Chinese equities could speed ahead, explains ETF Securities' Nitesh Shah.
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