Investors are always looking for the new best thing and, as a result, write off old ideas a little too quickly. Nowhere is this more pervasive than with technology, but it can also provide opportunities for value investors.
Two senior figures who were behind the serious failings of Arch Financial Products have been fined and banned from the financial services industry, concluding a long-standing legal battle.
A former City hedge fund manager has been convicted of a multi-million pound fraud in what the Serious Fraud Office described as the “first hedge fund prosecution to arise out of the 2008 financial crisis”.
Oliver Bell, manager of the T. Rowe Price Frontier Markets Equity Fund says recent trips to Vietnam have uncovered a number of opportunities.
Discretionary consumer spending could be offset by UK election uncertainty, says Smith & Williamsons Mark Boucher.
Jupiter suffered net outflows in the last quarter of 2014 after the loss of a single large segregated mandate and the closure of its £234m Second Split investment trust.
The global equity income sector came into being at the beginning of 2012, but this disguises the fact that a number of offerings in this area are well established, with the longest-running funds approaching 10-year track records
Expected tightening in 2015 and relatively strong economic fundamentals in the US, together with geopolitical uncertainty and monetary policy easing outside the US, have worked in concert to push the US dollar (USD) higher.
Ongoing redistribution of wealth is taking place across most of the developed world. The trend is not unprecedented but, throughout history, it was usually considered illegal. Sometimes, it was seen as such a serious crime that it carried the potential penalty of death.
Standard Chartered is to shut down its equities business as part of its bid to cut $400m (£260m, 340m) in costs this year.
Newton’s UK Opportunities manager Paul Stephany considers the case for consumer stocks in the event of a rate rise in 2015.
It is apparent the public are not the only ones guilty of making tax excuses, as Baker Tilly’s George Bull responds to HMRC’s list with his account of the Revenue’s own questionable responses to taxpayer affairs.
