Opinion

STOCKHOLM SYNDROME

Mark Gordon-James, senior investment manager at Aberdeen, reveals his top five stockpicks in the EM smaller companies sector.

IMA PLANS FAIL INVESTORS

EASY AS ABC?

In its renaming of the Managed sectors, the IMA said it talked to all the interested parties. The trouble is, it missed out the most important - investors.

The UK economy faces a choppy ride for the rest of 2011 and may be in for a tough few years, though without falling back into recession.

CQS was the most recent asset manager to give its London client conference the theme of ‘uncertainty' - around the global economy and asset classes - but it will not be the last.

One of the neglected figures from the UK government's last Budget book is the figure for total borrowing between 2010 and 2015.

Frankly, I do not give a super-injunction which Premier League footballer has been playing away from home with which reality TV star, but I am still incensed about PPI, even though it seems to have conveniently disappeared as an important story.

The debate about how quantifiable the skill of active managers is has been reignited again by research from Inalytics, the specialist manager evaluation firm, which concludes fund managers with no significant skill in stockpicking have still been able...