Value veteran Mills adds to Walker Crips stake
Christopher Mills, co-founder of JO Hambro Capital Management, has added to his holding of Walker Crips.
Equities
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If it looks too good to be true it probably is
Catalysts for a further re-rating of stocks above their long-term average are few and far between, but despite this, investor appetite remains high, writes Tim Short, Chief Risk Officer at City Financial.
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Fund managers split on portfolio protection
Miton's Gervais Williams has opted to protect his trust with a put, but others are favouring increased cash buffers and believe standing on the side lines will be rewarded as markets correct.
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can we stand without our QE crutch
Late November 2008, and that guy with the white beard came a little early that year with a merry gift of "up to $100bn" to boost the US housing market, and so began the modern age of quantitative easing.
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European alt manager lifts WH Ireland stake
Oceanwood Capital, the European-focused alternatives manager, has increased its stake in wealth management and corporate broking firm WH Ireland.
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Global equity returns to halve
Investors must expect global equity returns to halve compared to the growth enjoyed over the past five years since the Fed first initiated QE, according to UBS Wealth Managements CIO Alexander Friedman.
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Why Hanson is backing equities and high yield
Tristan Hanson, Ashburton’s head of asset allocation, runs through his outlook for 2014, and why he’s backing equities and high yield to deliver next year.
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Jitters over Royal Mail valuation soothed
Royal Mails first-half operating profits have doubled to £283m, helping its shares climb close to 5% and silence its critics over its valuation.
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Equities overvalued as Korea steals China crown
Investors have upped their allocation to both equities and bonds in spite of a majority belief that equities are overvalued, a view not held since March 2004.
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Ruffer Why we lack faith in buoyant equities
Ruffer’s Steve Russell and Hamish Baillie have said they lack faith in today’s buoyant equity market because the best argument for buying stocks is there are few alternatives.
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Where will Siddles fit in at Jupiter
Robert Siddles joins Jupiter with a stellar reputation in US investing, but his continued success will depend upon a prolonged small cap rally, and how his new employer utilises his talents.
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expect the ride to get bumpier King
Given the bond bubble has not burst, equity markets have not collapsed, and even emerging markets are showing signs of improving, Max King explains to the doom-mongers what is really happening.