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?
12 May 2014
Last week software firm Intelliflo put out a note entitled The X Factor and Why You Need It, aimed at advisers.
06 May 2014
The recent Budget’s pension reforms will really make a big difference to investors over the next few decades.
28 April 2014
Is it time to jump back into emerging market equities, and especially Chinese related shares?
22 April 2014
Predictions of doom for the active fund management industry have not come to pass just yet, but David Stevenson says the challenges of the future will prove even tougher to overcome.
The new JPX-Nikkei 400 index launched in January as part of a package of measures aimed at increasing the value of Japanese financial assets. But can it help maintain the revival in the region? Annabelle Williams reports.
Why are there often such differences in the performance of investment trusts and open-ended counterparts run by the same managers, asks James Burns, head of the multi-manager team at Smith & Williamson.
The steady eddie water utility stocks should have been casualties of the improving economy. But this sector has outperformed the All-Share so far this year. Rathbones' Alan Dobbie explores this 'intriguing' performance.
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