Being a long time motorbiker, I am very conscious of the ever present threat that comes from being unaware of what is in front of you.
Investment Week |
06 Feb 2012
A year ago, I edited a note that cautioned investors about the then-common wisdom that they should be overweight in emerging markets equities.
Investment Week |
30 Jan 2012
Trouble is brewing in the world of investment trusts. 2011 was not a vintage year for our most venerable of investment institutions and 2012 is not shaping up to be that much better.
Investment Week |
30 Jan 2012
The equity income space has always been fiercely competitive but is set to become a key battleground for fund groups in 2012.
Investment Week |
30 Jan 2012
What the hell is ‘caring capitalism’? Apparently it is something to do with John Lewis and bankers’ bonuses.
Investment Week |
30 Jan 2012
The New Year has started in better sorts than the third quarter of 2010.
Investment Week |
27 Jan 2012
Here's a New Year puzzle for you. Fund A has annual charges of 1.5%, and in addition incurs annual trading costs in its portfolio of 0.2%. Fund B also has charges of 1.5% a year, but its trading costs are 0.4% a year. Which is better value for money?
Investment Week |
27 Jan 2012
In a short video update, Henderson's head of retail fixed income John Pattullo says there is a virtuous circle building in credit markets, explains what has driven January's huge market rally, and argues Portuguese bondholders can expect a haircut.
Investment Week |
27 Jan 2012
M&G's Mike Riddell says he has bought Italian government bonds following the launch of the ECB's 3-year long-term refinancing operation - but warns core government bonds now look vulnerable.
Investment Week |
25 Jan 2012
OMAM's Christine Johnson explains why low growth and gradual disinflation will be good for fixed cashflows, and what this means for corporate bond investors.
Investment Week |
23 Jan 2012
One of the most basic principles of investing is to invest when no-one likes a market.
Investment Week |
23 Jan 2012
At the start of the year all the investment houses like to roll out their investment plans with such confidence and aplomb.
Investment Week |
23 Jan 2012
