More funds needed on road to discovery

Fund Strategy - 14 May 2012 | By Adam Lewis

Just last week it was announced that technology firm Wicked Lasers has created an actual light sabre using an extremely powerful laser, while for Star Trek we already have the smartphone.

Hasty estimates can damage confidence

Fund Strategy - 7 May 2012 | By Adam Lewis

“There are lies, damned lies and statistics.” So the famous saying goes. Yet, while not calling them liars, perhaps the sentiment ought to be more carefully reflected upon after the ONS’ recent estimate of Q1 British GDP growth.

New phrases fail to hide old dilemma

Fund Strategy - 30 Apr 2012 | By Adam Lewis

“Risk on” or “risk off” - that is the question. Or so it seems to have been since the turn of the year as managers struggle to decide whether to stick or twist in these volatile market conditions.

At last, managers are better than monkeys

Fund Strategy - 23 Apr 2012 | By Adam Lewis

Rejoice, active fund managers! Research published last week reveals you do have skill.

ITs crave attention that could ruin them

Fund Strategy - 16 Apr 2012 | By Adam Lewis

Investment trusts have long yearned for the attention of the retail investor community, yet there is an argument to suggest that such attention could ruin them.

Isa shouting match fades to a murmur

Fund Strategy - 9 Apr 2012 | By Adam Lewis

In years gone by the issue of Fund Strategy before the end of the tax year was crammed full of last-minute discounts to fund charges in a concerted effort to encourage investors to use up their £7,000 allowance.

The lowdown on good timing for an investor

Fund Strategy - 2 Apr 2012 | By Adam Lewis

The claim that individual investors always chase yesterday’s winners is nothing new. Retail investors are constantly being accused of buying hot funds, typically at the top, and then selling when the funds hit their lows.

Cashing in on the strength of US tech

Fund Strategy - 26 Mar 2012 | By Adam Lewis

Over a decade ago the notion of investing in technology for anything but capital growth would have been scoffed at. With fund names such as Gartmore TechTornado, investors knew they were opting for a high-risk proposition but with the potential for high rewards.

A cup of coffee to stir up a little Isa interest

Fund Strategy - 19 Mar 2012 | By Adam Lewis

Perhaps it is a sign of the times we are in, but with weeks to go before the end of the tax season, all seems quiet on the Isa discount front.

A high-tech view of active management

Fund Strategy - 12 Mar 2012 | By Adam Lewis

Active fund managers base much of their sales pitch around meeting companies. It is one of the key factors behind a decision-making process that we journalists rarely get to see in action.

Is it just products for products’ sake?

Fund Strategy - 5 Mar 2012 | By Adam Lewis

One of the major early themes of 2012 has revolved around fund launches – that is, the sheer number of them.

ITs’ golden chance to get advisers on board

Fund Strategy - 27 Feb 2012 | By Adam Lewis

Despite countless pieces of research that have shown how investment trusts outperform their open-ended peers over the long term, marketing them to the retail community has long been a thankless task.

Star leaves mark on the fund firmament

Fund Strategy - 20 Feb 2012 | By Adam Lewis

When you look at the stars at night you are effectively staring at a huge number of ghosts.

Boost may help keep a little lustre on gilts

Fund Strategy - 13 Feb 2012 | By Adam Lewis

The British gilts sector, having been the best performing asset class last year, has found 2012 less than kind to it thus far, and the knives are seemingly out for its prospects.

Make a choice on fees and stick to it

Fund Strategy - 6 Feb 2012 | By Adam Lewis

The topic of charges has reared its ugly head again after a fund manager last week launched a campaign calling on the investment industry to be fully transparent on where money is invested.

New sectors... but the same confusion

Fund Strategy - 30 Jan 2012 | By Adam Lewis

When it comes to sector labels the trade body for the funds industry is often damned if it does and damned if it doesn’t.

Time to give a bolder message of hope

Fund Strategy - 23 Jan 2012 | By Tomas Hirst

Though the Republican presidential debates in America have been the target of much scorn and mockery from some corners over the past few months, it is not yet clear who will have the last laugh.

Falls fail to mitigate entrenched flaws

Fund Strategy - 16 Jan 2012 | By Tomas Hirst

The fall in Italian and Spanish sovereign borrowing costs provided a rare piece of good news for the eurozone last week. Working out what it means, however, may be a more complex task than it first appears.

Guessing game not easy in annual fixture

Fund Strategy - 9 Jan 2012 | By Adam Lewis

The start of any calendar year is typically beset with a series of predictions on what the next 12 months will bring.

Farewell to the year of living turbulently

Fund Strategy - 12 Dec 2011 | By Adam Lewis

And so we have come to the last issue of Fund Strategy in what has been quite a year.

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