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
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...
'Market participants with opposing views are simply blockheaded'
Some years ago, I wrote about our team's preference for maximum analytical flexibility as opposed to sector specialisation.
Wandering past my bookshelves recently, one of my favourite business books caught my eye.
Long live our noble investment trusts