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  • Trending
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contrarian investor

Contrarian Investor: What is the value of an illiquid asset?
Contrarian Investor: What is the value of an illiquid asset?

There is a sad corner of hell reserved for those investors (me included) who spend a large amount of their time scrutinising the tables showing 52-week lows and highs for individual share prices.

  • UK
  • 31 October 2016
Contrarian Investor: Why I am cynical on latest OPEC deal
Contrarian Investor: Why I am cynical on latest OPEC deal

It is time to head back to the combustible subject of oil. Regular readers of this column will know that back in early September, I predicted a messy demise for the commodity.

  • Commodities
  • 21 October 2016
Contrarian Investor: Should we fear shadow banking?
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?
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?
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?
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
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?
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
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
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?
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
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?
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.

  • Technology
  • 17 July 2016
Contrarian Investor: Could gold rally end in a rout?
Contrarian Investor: Could gold rally end in a rout?

Investors pile into asset class post-Brexit vote

  • Commodities
  • 11 July 2016
Contrarian Investor: Brexit result is 'populist anger' at work
Contrarian Investor: Brexit result is 'populist anger' at work

Questions surround validity of forecasting

  • UK
  • 04 July 2016
Contrarian Investor: Following Brexit, is globalisation under attack?
Contrarian Investor: Following Brexit, is globalisation under attack?

Following last week's successful Brexit vote, investors should be under no illusion that globalisation is now under attack.

  • US
  • 27 June 2016
Contrarian Investor: Should we follow Buffett's advice on retirement planning?
Contrarian Investor: Should we follow Buffett's advice on retirement planning?

David Stevenson asks whether investors should be embracing more stock market risk.

  • Markets
  • 20 June 2016
Contrarian Investor: The rebirth of value investing?
Contrarian Investor: The rebirth of value investing?

Revolution in stock analysis

  • UK
  • 13 June 2016
Contrarian Investor: The big family home demise
Contrarian Investor: The big family home demise

Sellers delaying

  • Investment
  • 06 June 2016
Contrarian Investor: Time to pay for what investors get with smart beta?
Contrarian Investor: Time to pay for what investors get with smart beta?

Passive fees under pressure

  • ETFs
  • 30 May 2016
Contrarian Investor: Equity bulls beware - a market correction may be looming

Nearing end of stockmarket cycle

  • US
  • 20 May 2016
Contrarian Investor: The need for a new era of 'auto-savers'
Contrarian Investor: The need for a new era of 'auto-savers'

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.

  • UK
  • 17 May 2016
Contrarian Investor: Sentiment shift 'good for business'

Robust investing and good business ethics

  • UK
  • 09 May 2016
123

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Baillie Gifford's Schiehallion fund explores $500m 'C' share issue
Baillie Gifford's Schiehallion fund explores $500m 'C' share issue
Martin Gilbert takes £3m stake in London-listed investment firm
Martin Gilbert takes £3m stake in London-listed investment firm
Capital Group adds to UK office with Schroders and Janus Henderson hires
Capital Group adds to UK office with Schroders and Janus Henderson hires
Stifel poses key questions around Hipgnosis' future capital growth prospects
Stifel poses key questions around Hipgnosis' future capital growth prospects
The Big Question: What is your top fund pick for 2021?
The Big Question: What is your top fund pick for 2021?
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