Opinion

In an age of bullshit, Warren Buffett is the Sage of Omaha because he does not indulge in the world's most freely available commodity - more bullshit.

As emerging market indices take a pause in their sustained rise, the case for developed market equities is re-emerging.

RATE HIKES IN EUROZONE COULD BE 'DISASTROUS'

IS HIGH YIELD STILL WORTH THE RISK?

ECB MOVE TOO PRE-EMPTIVE

CONTRARIAN INVESTOR

We are living through a phase when investors say they like Western shares and dislike emerging market shares.

We are only two months into the New Year and many forecasters have torn up their predictions for 2011.

The European Commission may be about to kill two very big birds with one stone. The ‘stone' it is casting from Brussels is the snappily named Regulation on Short Selling and Certain Aspects of Credit Default Swaps.

Anyone who came to the UCIS roadshow I chaired recently around the UK will have heard about the issue of due diligence and the need to do it on an ongoing basis.