David Hambidge: The ten-year tell download
Much to our chagrin, the US stockmarket was the standout stockmarket last year. We owned precious little of it across our funds, as it looked expensive as 2013 began, but sadly became more so as the year wore on.
Investors must have a “Minimum Acceptable Return” otherwise taking on risk is pointless. MAR is the client’s critical target requirement, plus inflation, plus TCO.
Gearing, the ability to invest at a discount and better access to some illiquid and specialist markets and make investment trusts an appealing alternative to unit trusts for the right investors.
The FTSE 100 got to within 100 points of a record high but indifferent company news, led by the banking sector, has acted as a break on the index.
After UK interest rates fell to a record low of 0.5% in 2009, new economic tools were needed. Quantitative easing was one of several unconventional measures designed to keep the economy afloat, spawning new terminology. Could we have managed without them? Daniel Ben-Ami reports
Don’t try to time the market, goes the old saying. But Michael Suen did so last year with success.
Jim Chanos is seeing a lot more opportunity in the market for his company’s short-only hedge fund.
The FCA has published its final guidance on remuneration for alternative investment fund managers, leading the industry to access the impact of the new rules.
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The OMGI UK equities head tells Gary Jackson why he quit Schroders and where he is taking his new fund
Hans-Peter Portner of Pictet tells Cherry Reynard that the Global Megatrends Selection fund has a thematic investment strategy and takes a long-term approach to investments