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.
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.
The next financial crisis will be sparked by the rise of giant daily dealing bond funds and ETFs, GLG’s top performing fixed income manager Jon Mawby has warned.
Matt Kamm, managing director of Artisan Partners, explains why, following their upswing, biotech stocks are still early in a pharmaceutical renaissance which should capture investor attention.
With monetary policy weakening the yen and a consumption tax rise at home, Japan's multinationals are the key to solving the country's problems - and the best bet for investors, says Neptune's Chris Taylor.
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