Kernow’s Alyx Wood: ‘The UK equity winter has ended’
Wood talks UK equities, the Autumn budget, and Kernow’s five-year anniversary
Contrarian
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Mark Preskett: The post-US election challenges now facing investors
Unusual political episodes often create opportunities for long-term investors prepared to think independently
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Will the ECB remove a headwind for European funds?
John Husselbee reckons ‘it is not all doom and gloom’
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Woodford doubles down on Brexit positioning in apology letter
The troubled equity manager will need liquidity to be contrarian
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The contrarians in a world lacking conviction
Fearful investors urged to take on calculated risk as volatility returns
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Five ‘unloved’ investments worth a fresh look
Long term investors should seek out some often overlooked sectors to boost portfolio diversification, according to Morningstar Investment Management. Click through the slides below to find out which five areas it has identified as hidden investment opportunities.
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Are financials still a contrarian bet?
As most investors will have exposure to the financial sector despite the 2008 crash, how can upping your weighting still be considered a contrarian call?
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Contrarian funds the top performers in 2016 – FundCalibre
Contrarian investments have been the best performing since the start of the year, according to FundCalibre.
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Beware these bargains and evade the value traps
We are a nation obsessed with bargains whether its retailers tempting us with Easter sales, or investors looking for the next great discounted opportunity but now more than ever is a time to look out for value traps.
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Be contrarian buy commodities
Conventional wisdom says if China struggles then so does demand for commodities, but does that make resources a contrarian opportunity worth pursuing today?
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Where next for contrarian thinkers
Markets may be on an upward path, but its rarer now than ever to meet a fund manager who doesn't claim to be a contrarian.
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pa analysis mundy US mandate not great move
Investec’s Alastair Mundy is a blooming good fund manager with a proven long-term track record and an enviable reputation among his peers in the industry. But is giving him a US equity mandate one step too far?