Ft
14 May 2012
After the noughties, perhaps we should call this decade the austies, as in austerity, or because it sounds a bit like pasty and we know how much the Cabinet likes pasties?
23 August 2010
A couple of weekends back, in my Financial Times column, I noted Towry Law’s teensy weensy transfer problem.
02 August 2010
It has been a miserable month for all those dedicated to pursuing the dividend cheque as the primary source of long-term shareholder returns.
22 March 2010
My post-graduate economics supervisor suffered from one of the most debilitating and chronic diseases known to afflict academics.
01 March 2010
I have a small, helpful suggestion for all of you who manage investment decisions for family offices, charities and rich individuals: the next time your highly paid, immaculately coiffured investment manager presents you with a sorry and lamentable series of performance statistics, refer them to the current academically motivated spat centring on the Norwegian sovereign wealth fund.
15 February 2010
$123trn is a lot of money – it could almost repay most of the UK government’s UK debt and my credit card bill combined.
15 February 2010
Mark Lyttleton is probably the one name that comes to most people’s lips when describing a successful, popular implementation of an explicitly absolute return strategy. His fund’s record is of consistent positive net of fees returns through the market cycle, in a relatively smoothed profile. In other words the textbook definition of absolute returns – but what really goes on inside his funds?
08 February 2010
Tim Russell is one of the stars of Cazenove’s hugely successful move into mainstream fund management – he manages a small stable of hedge funds and Ucits III absolute return mandates all focused on making money through the business cycle. Unlike his closest peers such as Mark Lyttleton at BlackRock, Russell is noticeably more bearish about the UK stock market and clearly concerned 2010 could be a very difficult year for active fund managers
08 February 2010
I have just come back from the US having visited Vanguard fund management’s campus outside Philadelphia.
01 February 2010
It is that time of year when the big investment banks try to justify the vast amounts of money lavished on their research departments by presenting their annual forecast for the year ahead.
25 January 2010
Over the last few months I have been spending a fair bit of time talking absolute returns with some of the best fund managers in the business.
18 January 2010
Over the past few months I have constantly banged the drum for a brave new world in which asset managers finally bite the bullet and launch cost effective multi-asset portfolios, comprised largely if not exclusively of ETFs.
11 January 2010
Christmas and New Year is my usual time to catch up on that enormous pile of ‘interesting stuff’ that lies rotting in the corner of my office.
21 December 2009
One of my favourite activities at the end of any volatile year is to look at sectors that have failed to keep up with the pack.
14 December 2009
Over the last few weeks I have been spending a lot of time leafing through the details of the IMA’s annual industry surveys in search of some big new trends.
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Features
Jerome Booth, head of research at Ashmore Investment Management, reveals the dangers of being a conservative, convention-bound investor during periods of big macro-economic changes.
Cristiano Migliorini, senior research analyst at UBP Asset Management, examines how call overlays can improve risk-adjusted returns in all market conditions and the ingredients the best strategies should share.
Video
Henderson’s fixed income manager Jenna Barnard, co-manager of the group’s £1bn Strategic Bond fund, discusses the outlook for bond markets and the implications of the European Central Bank’s second Long Term Refinancing Operation.
Bull/Bear
The first quarter saw a significant improvement in sentiment. Equities rallied, bond prices fell and briefly it looked like things were getting better. Some of this enthusiasm is understandable.
Conjecture
Conjecture is a web conferencing club in association with S&P Capital IQ. With debates on all key issues in the industry, Conjecture has a membership comprising of the UK's leading discretionary asset managers.
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