Profiles & Comment

  • std life wealth more than life company spin off

    std life wealth more than life company spin off

    Standard Life Wealth is the discretionary arm of the eponymous life company, set up to challenge the way private client money is currently being run. Its claims are not unique, but the overall packaging from a multi-billion pound parent probably is.

  • growing confidence in policymakers

    growing confidence in policymakers

    Bob Doll looks at market behaviour over the past two weeks and explains why short-term equity prospects, along with those of other “risk assets”, hinge on the outcomes of key policy meetings in the near future.

  • another break in the wall

    another break in the wall

    A wall of money has gone into corporate and strategic bond funds, but fund pickers and fund managers alike are getting nervous about this predilection for credit

  • russia offers competition to traditional markets

    russia offers competition to traditional markets

    As investors move into risk-free(ish) and counter-cyclical assets, Paval Gagarin runs through the many investment opportunities that Russia offers in just these areas.

  • political risk up portfolio risk down

    political risk up portfolio risk down

    As an economist, Aaron Gurwitz finds political risk “unnerving” but here he analyses the various risks as they stand today to give his thoughts on what they mean for portfolio constuction.

  • could the chinese rate cut fuel

    could the chinese rate cut fuel

    John Vail, chief global strategist at Nikko AM, takes a look at the implications of the China rate cut and warns on the “experts'” tendency to be over-optimistic on the country.

  • could the chinese rate cut fuel

    could the chinese rate cut fuel

    John Vail, Chief Global Strategist at Nikko AM, takes a look at the implications of the recent Chinese rate cut and warns against the “experts'” tendency of optimism where the country is concerned.

  • buying growth makes small cap manda attractive

    buying growth makes small cap manda attractive

    Despite the UK equity market giving up any gains it made in the first few months of the year, at the smaller end of the cap scale the need for growth makes many of them an attractive acquisition target.

  • governments open up infrastructure to retail

    governments open up infrastructure to retail

    One look at our schools, hospitals, roads and airports shows that infrastructure investment in the UK is much-needed. Giles Frost looks at how retail investors can take advantage of the increased spend that is opening up the asset class to retail investors.

  • real trends blend with real assets

    real trends blend with real assets

    Philip Richards says investors should reassess what they understand by risky assets in today’s environment, arguing that trends such as increased urbanisation are far more valuable measures of investment trends.

  • Emerging markets are a good contrarian bet

    Emerging markets are a good contrarian bet

    Despite a strong first quarter to the year, emerging markets have subsequently sold off thanks to continuing worries over the weakness of the global recovery. Philip Poole says now is a good buying time…

  • the risk on is cheap dilemma for investors

    the risk on is cheap dilemma for investors

    Such is the state of Europe right now, the relatively risky trades are cheap whereas defensive ones are more expensive. John Husselbee asks why this is so and how investors can take advantage of it.