Redefining value amid high-profile manager exits
Inflation, hefty performance gap, widespread style drift
Managed by Alastair Mundy before leave of absence last month
Radical changes could be on the horizon
Alessandro Dicorrado and Steve Woolley to take the reins
J.P. Morgan Cazenove turns 'neutral' on investment trust
Why Ikea store closure will not flatten market
An interesting side effect of labelling oneself a contrarian investor is that many observers expect a constant stream of non-consensual thoughts and portfolio positions.
Making good use of the asset class
Choosing a good fund still requires personal touch
Uncertainty set to remain
Picking the best of the worst performing companies
Better to heed red flags than to be caught out by them
Absolute return ‘continues to disappoint’
Coping with changing investment attitudes
Value in the UK
Staunch value investor
Buffet's term may have 'peaked'
Including a 'future us' in decision-making
Analysis of bond market movements
Over the years we have found the vast majority of our investment opportunities by focusing on stocks that have significantly underperformed.
Investec manager looks at Lego's recovery story
Mundy's Moment: Preparing for a world where low risk becomes high risk and high risk morphs to low risk
Are concerns 'overcooked'?
Having met a number of clients recently, it is interesting to observe that views are fairly consensual - significant bearishness on bonds (so significant as to encourage a contrarian to be long bonds?), nervousness about equities (although fully invested...