Opinion

Our investment process identifies three qualities in a company: strong cashflow returns from its operating assets, better-than-expected earnings growth and ignorance of the first two.

I am an enormous fan of the Today programme on Radio Four, but its investment coverage sometimes amuses me.

INVESTMENT WARNING: Get out of this Suckers' rally NOW!

The growth in multi-asset portfolios shows no sign of slowing down as Investment Week reported last week with three more products coming to the market hot of the heels of the success, in asset-raising terms, of William Littlewood's Artemis fund or J.P....

"Sterling has strengthened overnight, Dad," my 10-year-old son told me randomly as he watched the breakfast news while we were on holiday, and then promptly told me what the sterling/dollar exchange rate was.

Bubbles are a wondrous affair and, according to the aficionados, easy to spot from afar.

Fund Manager Presentation

Just back from holiday - very nice, thanks for asking! But is it ever possible to turn off from this industry of ours?

The announcement Daniel Godfrey is stepping down as director general of the Association of Investment Companies after 11 years at the helm is an appropriate time to focus on the performance of one of the main trade bodies representing the asset management...

Where now for adviser firms who want to make their own investment decisions?