Contrarian Investor

Contrarian Investor: Should we fear shadow banking?

Become a lender, not an investor

Financial services
14 October 2016

Contrarian Investor: Could passive providers do more to protect investors' interests?

Passive providers could do everything their active peers do with a little creativity and more joined up thinking, writes David Stevenson.

ETFs
07 October 2016

The Contrarian Investor: Food - the new ESG battleground?

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...

Investment
27 September 2016

The Contrarian Investor: Should investors fear the return of inflation?

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.

Markets
26 September 2016

Contrarian Investor: The power of dependable dividends

Dividends can count for 90% of returns

UK
19 September 2016

Contrarian Investor: Is this the last refuge of long-term growth?

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.

Emerging markets
12 September 2016

Contrarian Investor: The dangers of oil bullishness

David Stevenson takes a closer look at whether the oil sector is back to the 'old normal'.

Commodities
05 September 2016

Contrarian Investor: Bringing back 1970s politics and fiscal policy

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.

Markets
11 August 2016

Contrarian Investor: Are investors getting complacent?

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.

UK
08 August 2016

The Contrarian Investor: The rise of the populists

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.

Global
01 August 2016

Contrarian Investor: The real inter-generational financial strains

Will new Prime Minister attack pension benefits?

Investment
25 July 2016

Contrarian Investor: Is the robo-advice revolution stalling?

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.