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.
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.
Depending on how you look at the US, stockpickers are either spoilt for choice or dealing with overly expensive companies. Cormac Weldon, manager of the Artemis US Equity and US Select funds, looks at the outlook for American markets next year and beyond.
Warren Hyland, lead portfolio manager of the Muzinich Emerging Market Short Duration fund, analyses the performance of emerging market debt and prospects for 2015.
Global growth looks pretty uninspiring, and there is much uncertainty on the horizon. But now is the time to load up on equities, says Christopher Mahon from Baring Asset Management.
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