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?
09 February 2015
Gold prices may have bounced back in 2014 – surviving a brush with the all-important $1,100 barrier – but it is hard to find much enthusiasm for the precious metal among mainstream investors.
30 January 2015
You couldn’t hear a car crash from space, but I’m fairly certain that, with the right satellite, you could peer down at it, especially if the celestial object was positioned directly over the UK on 6 April.
26 January 2015
The wonderful thing about the plunging oil price is its utter unpredictability. It is the greatest ‘Black Swan’ of this decade so far.
15 January 2015
What happens next in the eurozone? It seems like the great investment debate of 2015 has already been decided, helped along by that frequent companion, recent events.
08 January 2015
I have never quite understood why January is such an important month.
11 December 2014
On paper, UK equities – especially those within the FTSE 100 – should be tearing away right now. The UK economy, despite being a tad lopsided (much too focused on consumer spending and its housing market), is growing strongly.
04 December 2014
Call me old fashioned, but I had always thought the pinnacle of material aspiration for young wannabes was investment banking or running a hedge fund. Apparently I am wrong. The hot new profession is fund management, or so I was told by a long line of young, smart, potential interns who all wanted to get a top job in the City, and somehow had ended up talking to me.
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.
Michael Ulrich, UK mid-cap manager at F&C Investments, says investors in the UK need to ignore political noise and growth predictions when constructing portfolios.
Jeremy Thomas, co-manager of the Brunner investment trust, analyses the true economic impact of China's anti-corruption campaign.
Corinna Arnold, managing director at RWC, says despite Shinzo Abe's numerous attempts to kick-start Japan's ailing economy in 2014, progress is likely to be patchy at best
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