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.
18 August 2014
What is a good old-fashioned value investor to do in our topsy turvy markets?
11 August 2014
I have given up counting how many times I have written about everything farm related, ranging from boring old UK land through to agriculture-orientated biotech.
06 August 2014
The news that the fearsomely vocal Dr Ros Altmann has been appointed the government’s Business Champion for Older Workers is great news.
28 July 2014
Forget about Kevin – what are we going to do about Russia? I ask this question – again – because our Slavic friends to the East have presented us with another investing dilemma.
21 July 2014
Readers will know I love to bang on about the need for disruptive change, especially if it means upending the conventional investment industry paradigm, which is to charge investors a very substantial ‘rent’ for the privilege of underperforming.
14 July 2014
It is all change again in the mad cap world of asset management. One indicator of this increasing uncertainty about the next step is that tsunami of M&A activity.
07 July 2014
We may talk endlessly about the black swans of investing, but what about the black sheep of financial markets?
27 June 2014
The IPO bubble may have finally burst in the world of mainstream equities, yet in the more sedate world of investment trusts and closed-end funds, the new listings keep on rolling down the runway, says David Stevenson.
24 June 2014
With sterling rising faster than the price of a semi-detached house in Tunbridge Wells, is now the time to start thinking about hedging FX risk within a diversified portfolio of international assets?
16 June 2014
As the summer at long last hoves into view with its promise of glorious long sunny days, it is probably time to take a temperature check on the markets.
09 June 2014
Remember the great tech rout from earlier this year? Tech stocks plummeted as equity bears growled that the successful IPOs of Facebook, LinkedIn and Twitter were making a mockery of the boring business of fundamental analysis.
02 June 2014
Old folks are back in the headlines again, and no I am not just talking about the rise of UKIP.
27 May 2014
Here’s another cracker from the weird and wonderful world of regulation and central banking.
19 May 2014
When does too much state intervention and financial back-stopping simply become an unbearable cost to what is still a private financial services sector?
Investors need to sharpen their focus on geopolitical tensions in investment decisions and face the reality of rising risk premia, explains William Davies, head of global equities at Threadneedle Investments
Political conflicts in Russia and the Middle East show no signs of ending, yet emerging markets have continued on an upward curve. Has investor complacency has set in?
Shorting the Japanese yen while going long equities was a consensus trade last year. The pair have decoupled, but can the trade work again? Tilney Bestinvest's Sophie Muller investigates.
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