29 June 2015
The Contrarian Investor examines a segment of the fund market which could be set for a renaissance - despite remaining overlooked in some quarters.
22 June 2015
For some strange reason I cannot seem to escape talking about bubbles.
15 June 2015
Contrarian Investor David Stevenson examines the potential headwinds facing UK-listed REITs after several years of strong performance.
09 June 2015
Over the last decade, professional investors have become obsessed with measuring, gauging, and avoiding risk.
29 May 2015
David Stevenson says the rest of the world should not be too quick to gloat about Greece's misfortunes, as other countries could easily suffer a similar fate.
28 May 2015
In episode five of our podcast, Anna Fedorova speaks to Charles Hepworth, in charge of the DFM proposition at GAM, about how to select funds off the beaten track, and Hardeep Tawakley looks at the pros and cons of contrarian investing.
22 May 2015
We contrarians love a good bubble and I think, by now, we all know the broad narrative about spotting one.
15 May 2015
For the past few years, Investment Week’s editorial director Lawrence Gosling and myself have been engaged in a bout of contrarian jousting.
12 May 2015
UK CPI inflation is set to turn negative for the first time ever next week, but, amid a bond market sell-off, David Stevenson says some signs point to inflation making a dramatic comeback.
01 May 2015
Over the next few days, we will know who has inherited the poisoned chalice of governing the UK through the rest of this decade.
27 April 2015
David Stevenson discusses the merits of a 'financial bond' between advisers and investors, which may help prevent short-termist behaviour.
16 April 2015
Here is one hot topic you will not find any of our competing politicians debating: how do we get investors to take a risk and help fund British business?
10 April 2015
A quarterly update last week from Gary Channon at Phoenix Asset Management got me musing on the changing nature of value investing.
07 April 2015
The recent news that Lombard Odier has entered into a new joint venture with ETF Securities is something of a milestone. This corporate tie-up is the harbinger of much bigger change to come in the asset management space.
27 March 2015
I have just finished a mini roadshow around the country talking to high-end advisers. My own contribution was to remind them that markets are operating with a number of unspoken assumptions.
A trio of managers reveal the main strategies which have boosted fund performance this year and how they are insulating portfolios from macro-economic risks.
Jeremy Bedford, partner at Fulcrum Asset Management, discusses the growing trend of wealth managers protecting against a repeat of the market volatility that hurt their clients in the financial crisis.
Dhananjay Phadnis, manager of the Fidelity Emerging Asia fund, examines how emerging markets have weathered recent storms and identifies future challenges for these countries.
The Big Debate
The Big Debate is an online audio and video conferencing club with an audience comprising the UK's leading discretionary asset managers, top IFAs, and other investment professionals.
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