Contrarian investor
17 May 2013
Demographic types get terribly excited about epochal moments. The good news is this year is, apparently, one of these important moments, as it is the year in which the average baby boomer turns 55.
13 May 2013
Have you come across many financial assets that strike you as cheap...as in “must fill my boots with that stuff because the price is a bit bonkers”?
03 May 2013
All investment bankers and, arguably, most fund managers, are still woefully overpaid, but the rest of the financial services industry is beginning to feel a collective chill when it comes to costs.
29 April 2013
Financial markets love to throw us a curve ball – just when you thought it was safe to start worrying about inflation in the future, up pops the evil deflationary gremlin of yesteryear.
22 April 2013
Should IFAs risk the regulators’ wrath and even think about selling structured products to private investors?
12 April 2013
More optimistic equity markets always make for more interesting conversations. Instead of all those miserable end of the world confessions over coffee – “how much cash do you have in your portfolios?” – more bullish markets tend to spark off new ideas and even the odd mania or two.
07 April 2013
Maybe we should sit down collectively as a society and have a proper and mature conversation about banks.
03 April 2013
The idea of absolute return investing generates an enormous amount of hot air and vitriolic debate for what is a relatively small amount of money.
28 March 2013
It is hard not to feel ever so slightly sorry for the pointy heads over at the Bank of England as they contemplate what to do next about the various quantitative easing programmes, including the Funding for Lending scheme.
17 March 2013
It is easy being a contrarian if you are fundamentally a cynical old curmudgeon. According to my world view, nothing really changes: Groundhog Day principles appear to stand the test of time, and markets are just like indulgent children, lunging between periods of manic depression and irrational exuberance.
11 March 2013
No-one likes a party pooper, but could someone please explain to this bemused contrarian why equity investors have suddenly become so optimistic?
07 March 2013
As a contrarian I have always stuck to one golden rule when it comes to the FX markets – do not believe the hype. Last week, for instance, we Brits were agog with dire predictions of the UK being plunged into yet another sterling crisis.
25 February 2013
Time for a touch of ‘biscuit tin self-analysis’. What would a contrarian investor be up to in these topsy-turvy markets?
17 February 2013
This week I would like to talk about nothing... well actually zero to be precise. Truth be told, I would actually quite like to talk about not one but two, very important, big fat zeros!
08 February 2013
The London Underground is a nasty, brutish place at the best of times, but it is also a wonderful laboratory for branding.
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Features
Japan has been stuck in deflation for much of the past 20 years. But with a new prime minister, the Bank of Japan’s quantitative easing plans, and a buoyant Topix, there are signs the country is turning a corner. So how can your clients get a piece of the action?
Christine Johnson, manager of the Old Mutual Corporate Bond and Monthly Income funds, gives some examples of names which are helping meet client demands in a difficult fixed income environment.
Video
Investment Week was delighted to announce our Japan Breakfast Briefing on 20th March 2013 at The Cumberland hotel in central London.
Bull/Bear
Falling commodity prices, especially oil, are proving positive for India in a variety of ways. Not only is India a major oil importer but the cost of oil for the consumer is heavily subsidised by the government.
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