30 January 2015
You couldn’t hear a car crash from space, but I’m fairly certain that, with the right satellite, you could peer down at it, especially if the celestial object was positioned directly over the UK on 6 April.
26 January 2015
The wonderful thing about the plunging oil price is its utter unpredictability. It is the greatest ‘Black Swan’ of this decade so far.
15 January 2015
What happens next in the eurozone? It seems like the great investment debate of 2015 has already been decided, helped along by that frequent companion, recent events.
08 January 2015
I have never quite understood why January is such an important month.
11 December 2014
On paper, UK equities – especially those within the FTSE 100 – should be tearing away right now. The UK economy, despite being a tad lopsided (much too focused on consumer spending and its housing market), is growing strongly.
04 December 2014
Call me old fashioned, but I had always thought the pinnacle of material aspiration for young wannabes was investment banking or running a hedge fund. Apparently I am wrong. The hot new profession is fund management, or so I was told by a long line of young, smart, potential interns who all wanted to get a top job in the City, and somehow had ended up talking to me.
27 November 2014
"If at first you don’t succeed, try, try again." Japanese Prime Minister Abe seems to have taken this old adage to heart over the last few weeks, calling a snap election in order to give his LDP government yet another mandate to kickstart Japan.
21 November 2014
Theme-based funds appeal to the intellectual in all investors. Shares may have the pattern and regularity of a fly trapped in a bottle, but I suspect we like to think we can spot big patterns, key trends, processes that will change our lives.
13 November 2014
One has to admire the courage of David Baker and Trevor Steel at resources-focused fund manager Baker Steel.
07 November 2014
Gervais Williams is an excellent investor. Over the last few decades, in various perches at big houses, Miton’s managing director has made his investors a great deal of money.
30 October 2014
I have very sad taste in holiday reading. Last week, while sweltering in the glorious autumn heat in Morocco, my travelling companions idled away their spare afternoon hours reading pacey thrillers, while yours truly was transfixed by a book on energy policy (The Carbon Crunch by Dieter Helm), and a longish report on ESG investing.
27 October 2014
The ‘glide path’ idea informs not only the intellectual core of most financial planning, but also shapes a large part of investment practice.
17 October 2014
I would like to offer a small wager. I am willing to bet a lavish lunch (involving sandwiches and a glass of wine) that in five years’ time, the single fastest growing asset management product offering within the UK market will be managed ETFs.
09 October 2014
The announcement that Wonga has had to write off around £220m of debt for around 350,000 borrowers, and take a direct hit of at least £35m, should send an icy chill through the world of investment and financial advice.
03 October 2014
Chinese equities have had a decent run over the summer, but local equities overall continue to sit in the dog house, at least in valuation terms.
The impact of China’s slowing growth on the wider Asia region continues to worry investors in 2015. Yet pockets of opportunity have appeared recently, as the continued decline in the oil price boosts importers. Here, fund managers tell Investment Week about their favoured stocks, countries and contrarian plays.
Ian Rees, head of research for multi-asset funds at Premier Asset Management, tells Annabelle Williams how the team has accessed four alternative income sectors.
More muted performance may be on the cards for US equities, but financials and healthcare can still out-perform, explains Martin Currie's Tom Walker.
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