Become a lender, not an investor
Passive providers could do everything their active peers do with a little creativity and more joined up thinking, writes David Stevenson.
There is something of a yawning disconnect between investment rhetoric and portfolio reality when it comes to the knotty issues of ethical and sustainable investing. Lots of financial professionals nod wisely about the importance of ESG factors, and then...
Even though I admit to being something of an investment trust enthusiast, I rarely bother to peruse the manager statements for the funds I own.
Dividends can count for 90% of returns
Over the past year, emerging market (EM) assets have looked much perkier. MSCI's emerging market stock gauge is up 13% this year, almost four times as much as the broader MSCI World index of developed-nation stocks.
David Stevenson takes a closer look at whether the oil sector is back to the 'old normal'.
Our new Theresa May-led Conservative government seems to be engaged in a classic example of kitchen sink revisionism, steadily ditching a whole series of commitments made by its predecessor.
So much for the old adage that investors should 'sell in May and go away'. Markets seem to be in an almost euphoric mood, having survived a near brush with death over Brexit.
A couple of weeks back, I found myself spending a lovely afternoon with an old friend who says he works in emerging markets investing but looks suspiciously like someone who works for the CIA.
Will new Prime Minister attack pension benefits?
I have long been a paid-up member of the disruptors brigade, arguing technology will make us all happier, wealthier individuals - along the way upending whole business sectors.
Investors pile into asset class post-Brexit vote
Questions surround validity of forecasting
Following last week's successful Brexit vote, investors should be under no illusion that globalisation is now under attack.
David Stevenson asks whether investors should be embracing more stock market risk.
Revolution in stock analysis
Passive fees under pressure
Nearing end of stockmarket cycle
We have all become rather blasé about our low savings rate culture. We know we have binged on debt and tend to sigh about the low levels of savings.
Robust investing and good business ethics
Central bank ammunition
Buyback ETFs undershooting benchmark indices