October’s top-performing funds: Equities struggle while bonds find their footing
Gold achieved strong returns as sustainability funds struggled
Gmo
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SJP appoints GMO as co-manager
Wealth manager St. James’s Place (SJP) has announced it is making changes to its Balanced Managed unit trust, effective later this year.
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Herd mentality leaving investors blind to value
In his latest commentary, GMO’s Jeremy Grantham warned investors that we could be entering a “market melt-up” phase of the current bull run which, according to many, is looking rather long in the tooth.
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The only asset class not offering sub-zero returns
Most asset classes will provide negative real returns from now on, but there is one exception to this rule, according to US asset manager GMO.
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PA ANALYSIS: Preparing for a market correction – hedge or diversify?
The bulls and bears are out in force, divided over the prospect of a market correction in the near future, but is it wise to hedge equity exposure or is good old-fashioned diversification the way to go?
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First State: we are not as alarmist as Grantham
First State’s Joanne Warner says her team is “more moderate” than Jeremy Grantham on commodities
