Investment

  • Mining moving from pessimism to scepticism

    Mining moving from pessimism to scepticism

    Neil Gregson explains the success behind natural resources’ barnstorming start to 2014 even though mining sector valuations are at multi-year lows and commodity producers are still seeing earnings downgrades.

  • The housing stocks the Budget will benefit

    The housing stocks the Budget will benefit

    Matthew Tillet explains the Budget's implications for the housing sector

  • GoldMoney bucks trend of post-FOMC sell-off

    GoldMoney bucks trend of post-FOMC sell-off

    Janet Yellen’s debut FOMC meeting caused a sell-off in gold, but many investors bucked the trend

  • JPM to sell commodity unit for USD3bn

    JPM to sell commodity unit for USD3bn

    JPMorgan Chase buckles to regulatory pressure, calling time on its five-year foray in physical commodities

  • pa analysis where has it all gone wrong for US

    pa analysis where has it all gone wrong for US

    The US was one of the biggest equity winners last year and there was a huge amount of positive noise about its companies' fundamentals, its soaring stock market and its rebounding economy - so where has it all gone wrong?

  • Arbuthnot wealth profits up 70pc

    Arbuthnot wealth profits up 70pc

    Wealth arm braced for new client inflows while Gilliat needs to rethink business model

  • Silver inflows continue to shine

    Silver inflows continue to shine

    Silver ETPs see strong inflows with price indicators suggesting the precious metal will exploit leverage as gold price rises

  • Gearing helps Crooke smash HIT benchmark

    Gearing helps Crooke smash HIT benchmark

    Henderson High Income Trust enjoyed successful use of gearing as managers remain bullish on equity outlook

  • Linker fans do not fear QE end Axa IM

    Linker fans do not fear QE end Axa IM

    Inflation linker investors shouldnt fear the end of QE

  • Fidelity clips fees for China and Japan trusts

    Fidelity clips fees for China and Japan trusts

    Ahead of Anthony Boltons departure, Fidelity reduced the AMC on its China trust.

  • PA ANALYSIS small cap GEM turning point

    PA ANALYSIS small cap GEM turning point

    Is it a coincidence that small-cap funds dominate when looking at emerging market fund tables or does it indicate an imminent change in GEM fortunes? Dare I ask the question: Is now a GEM buying opportunity?

  • GEM valuations remain overweight SEI

    GEM valuations remain overweight SEI

    In spite of the volume of negative headlines, economic and market sentiment around the asset class SEI's Jim Solloway explains why he is happy to remain overweight emerging markets.