26 September 2014
With interest rates almost certainly on the rise within the next 12 months, is the game up for bonds as an asset class?
19 September 2014
Look at the media at the moment and you would be forgiven for thinking we Brits have become obsessed about our place in the world, as well as nationalism and constitutional matters.
16 September 2014
The debate between passive and active fund management is infinitely more complex than a simple black and white answer.
05 September 2014
What is spooking so many investors about the current equity market rally? One can barely go a day or two without some expert drawing attention to an impending disaster.
01 September 2014
Investors are in desperate need of good news stories. Although the global recovery is still (probably) on track, most investors I talk to express a palpable sense of anxiety.
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?
The IMA Sterling Strategic Bond sector has become increasingly popular in recent years, with its flexibility hugely attractive in a low yield environment.
The strong dollar has been the bane of equity markets, placing pressure on earnings. But Simon Laing, head of US equities at Invesco Perpetual, argues investors need to look back at the 1980s, when markets soared alongside the dollar’s strength, for investment inspiration.
The recent sell-off in high yield means opportunities in the 'rising stars', housing, and building materials sectors, explains PIMCO's deputy CIO Mark Kiesel.
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