Where am I? Home breadcrumbs arrow image Contrarian-investor

CONTRARIAN INVESTOR

Is it time to freshen up the IT mandate?

Investment Week | 30 Jan 2012

Trouble is brewing in the world of investment trusts. 2011 was not a vintage year for our most venerable of investment institutions and 2012 is not shaping up to be that much better.

stevenson-david
stevenson-david

The dividend of the road for share buybacks?

One of the scariest aspects of the current debt crisis is the surfeit of cash on corporate balance sheets.

Investment Week | 23 Sep 2011

stevenson-david

Japan to become safe haven in 2012?

Among the brigade of economists and investment strategists a depressing idea has been gaining traction in recent years, one we might call the Japanification of the Anglo Saxon world.

Investment Week | 16 Sep 2011

OTHER CONTRARIAN INVESTOR ARTICLES

stevenson-david

Fortune favours the brave

It is funny how fear becomes infectious and eventually clouds rational people’s judgement.

Investment Week | 09 Sep 2011

stevenson-david

What falling share prices mean for pensions

The contrarians among you will know by now I have a bee in my bonnet about the pensions crisis and, in particular, individuals’ (in)ability to properly plan for the long term, combined with the fast-approaching longevity crisis.

Investment Week | 26 Aug 2011

stevenson-david

More QE is just delaying the inevitable

How should we all, collectively, react to another round of quantitative easing or monetary stimulus?

Investment Week | 19 Aug 2011

stevenson-david

Bargain blue chips are on the way

Am I the only one to have noticed many investors seem to be using heightened uncertainty to suggest a new moral order should prevail?

Investment Week | 12 Aug 2011

stevenson-david

Prepare for the longevity crisis

It is silly season in the world of international finance. Thomas Cook has confirmed trading is a little tight and its shares have plummeted.

Investment Week | 22 Jul 2011

stevenson-david

How to asset allocate in the face of an output gap

The output gap sounds like one of those obtuse concepts bandied about by professional economists to confuse the hell out of ordinary folk.

Investment Week | 15 Jul 2011

stevenson-david

The challenge of diversification

Over the past few months, investors and their advisers have been treated to a rare sight – asset managers producing a genuinely interesting and useful array of new discretionary products.

Investment Week | 11 Jul 2011

stevenson-david

ETF need to remember fiduciary responsibility

The rumpus over ETFs just will not die down. Every week or so, another new skirmish breaks out, with the latest bruising delivered by expert pugilist Terry Smith of Fundsmith.

Investment Week | 01 Jul 2011

stevenson-david

Middle class woes threaten cost of advice

For the last few years, the financial services industry has spent an inordinate amount of time moaning about everything from onerous regulatory pressures that fail to prevent systemic crises through to dreadful investment returns.

Investment Week | 24 Jun 2011

stevenson-david

Does RDR really matter?

Maybe RDR does not really matter at all. Perhaps everyone in the financial services sector and the accompanying industry of media commentators has got completely the wrong end of the stick.

Investment Week | 03 Jun 2011

stevenson-david

A miserable decade for commodity contrarians

All this talk of commodity super cycles is baloney. Lots of clever people are using some very interesting case studies (selectively) to build a grand narrative that essentially results in a small number of people making a lot of money from the rest of us.

Investment Week | 23 May 2011

stevenson-david

The virtues of common sense and simplicity

Sometimes the simplest ideas are the best. Complicating investment gets in the way of what really works – simple things like dividends, keeping costs down and buying well-diversified markets simply and cheaply.

Investment Week | 16 May 2011

MOST READ ARTICLES

MOST COMMENTED ARTICLES

EDITOR'S CHOICE

1 2 3 4

hale-clive

View from the Bridge: Investment biker

Being a long time motorbiker, I am very conscious of the ever present threat that comes from being unaware of what is in front of you.

Jupiter tops Alpha Manager provider list

Jupiter Unit Trust Managers employs the most FE Alpha Managers with 12 on the newly revealed list for 2012.

lawrence-gosling

Gosling's Grouse: Baying for blood

When a phlebotomist sticks a needle in a vein you pay attention. He or she has you just where they want you.

obama-concerned

FDR, Reagan, Clinton or Obama: When were markets strongest?

Three years into Barack Obama's term as US president, how do equity market returns under this administration compare with those seen under previous leaders?

EVENTS

event_image

fund5live

21 Feb 2012 - 29 Feb 2012

event_image

Senate Spring Investment Conference

06 Mar 2012 - 09 Mar 2012

Mount Nelson Hotel

event_image

Absolute Returns Focus 2012

13 Mar 2012 - 13 Mar 2012

The Cumberland Great Cumberland Place, London W1H 7DL

event_image

Legal Week Mourant Ozannes Funds Litigation Forum

27 Mar 2012 - 27 Mar 2012

200 Aldersgate, London EC1

More events

© Incisive Media Investments Limited 2012, Published by Incisive Financial Publishing Limited, Haymarket House, 28-29 Haymarket, London SW1Y 4RX, are companies registered in England and Wales with company registration numbers 04252091 & 04252093

  • Site search

sponsored by

Site Credentials:

Related websites:

Jobs:

Accreditations: