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Finally the truth is out
The gloves came off this week during an ‘interesting’ discussion I had with a fund manager about the sheer number of new fund launches.
FundTalk
Fees, foes, funds
Talk of fund fees has dominated the industry over the past few weeks: campaigns have been launched, cross words exchanged and battle lines drawn.
Fund blog
Three-pronged approach to outperforming the US market
Launching an active US equity fund two months after the collapse of Lehman Brothers in September 2008 was never going to be easy.
Blog
China: Enough reasons to remain cautious for now
An interesting aspect of the return of the ’risk on’ trade early in the year has been the muted participation of the Chinese domestic equity market.
Technical blog
It’s darkest before they turn on the lights
Investors are fickle, eager to transform last year’s ugly ducklings into swans and vice versa. That shows up vividly in the American utilities sector, which put in a bumper performance in 2011.
Guest blog
The low volatility equity opportunity
Low volatility equity investing has gained increasing attention within the investment community over the last few years.
Strategy blog
Too embarrassing to talk about
Not all anniversaries are equal it seems. Some raise so many awkward questions the authorities would rather they are not discussed.
