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”.
10 December 2013
Markets are fickle creatures. This time last year, China was a veritable investment dog for most institutional investors. Now, a short 12 months later, it must qualify as the top contrarian bet for 2014.
02 December 2013
As our collective thoughts turn to Christmas, mince pies and excessive consumption of wine, I sense tactically inclined investors might want to turn a tiny bit more cautious.
25 November 2013
If I had a pound for every financial adviser I have talked to in recent years who has told me they are going to specialise in wealthy clients in the future...well, I would be a wealthy man by now, and presumably the client of these self same IFAs.
18 November 2013
We have all been trained over the last decade to think of ‘black swans’ as overwhelmingly negative events, ie that unexpected news is necessarily bad.
12 November 2013
Investment Week readers who have been watching our regular Straight Talk TV show on the online channel Investment Compass will know many a column inch and minute of TV time have been spent on the ‘next big thing’ within investment, namely smart beta.
08 November 2013
The most read story on Investment Week's website this week concerned outgoing fund manager Neil Woodford and how Invesco Perpetual is moving to protect investors in his funds.
04 November 2013
A couple of years back, I had the fortune to bump into a charming grey-haired wealth adviser by the name of Philip at a leading investment conference.
Japan has rising taxes, an energy shortfall, and tensions with China to resolve in 2014, says Charlotte Watson, chief investment officer of Attivo Investment Management.
Investors buying passives risk missing out on active funds that deliver real total returns well above what trackers can deliver, Jonathan Willcocks, M&G's global head of retail sales, argues.
Investment Management Association (IMA) chief executive Daniel Godfrey says we should "interrogate quite hard" the assertion that the price of fund management has dropped elsewhere in the world, but not in the UK.
The recent efforts of Turkey's central bank remain deeply unconvincing while Chinese and Russian markets are stuffed full of state-owned enterprises. But there are bright spots for EM investors, argues Baillie Gifford's Tim Campbell.
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