Investment

  • when is a bubble not a bubble

    when is a bubble not a bubble

    Jupiter's Steve Davies surveys the options the Bank of England's Financial Policy Committee has to prevent an overheating housing market, asking if any of them are yet necessary.

  • raising out of the ashes

    raising out of the ashes

    Is it too late to take advantage of the "low-hanging fruit" in the listed private equity space, asks Smith & Williamson's head of multi-manager James Burns

  • finding gold in hedge fund strategies

    finding gold in hedge fund strategies

    Sanlam Private Investments' James Mercier, says Ucits-compliant hedge funds should be given a chance and not tarred with the same brush as the Madoff brigade.

  • a vanishing world

    a vanishing world

    Latest FCA figures show adviser numbers have increased post-RDR, but the pressure is on as the marketplace becomes more competitive.

  • a letter from indonesia

    a letter from indonesia

    Jupiter's Ben Surtees gives his views from the ground, following a 10-day trip across South East Asia.

  • the european recovery implications bonds

    the european recovery implications bonds

    T. Rowe Price's David Stanley looks at what investors can expect from corporate bonds now the eurozone is showing tentative signs of recovery.

  • what robinson did post-schroders

    what robinson did post-schroders

    With a clientele of ultra high net worth entrepreneurs, Signia Wealth's Rupert Robinson has an ambitious business model to meet their demands.

  • let the data do the talking

    let the data do the talking

    Invesco Perpetual's Stuart Edwards, provides his outlook for global bond markets.

  • end of summer asset allocation

    end of summer asset allocation

    PSigma Investment Management's Thomas Becket discusses the changes witnessed in markets during August and how this has informed his thoughts on asset allocation.

  • pa analysis defensive portfolios alternatives

    pa analysis defensive portfolios alternatives

    Active management during the first half of the year – most notably in the period around Ben Bernanke’s comments on the tapering of QE on 22 May – contributed to portfolio managers ending the period up despite most markets falling.

  • calls you could be missing out on

    calls you could be missing out on

    Summer may be a traditionally quiet time in the City, but the asset allocators we have been speaking with have not been afraid to make the big moves now.

  • no easy wins in equities

    no easy wins in equities

    Leigh Harrison, head of equities at Threadneedle, says investors must be careful to ensure the search for yield does not become a scramble.