Value managers must keep faith
Fitch Ratings’ latest findings on the underperformance of value-oriented stock picking, published last week, have made for interesting reading but, arguably, this tells us little that we dont already know.
Fitch Ratings’ latest findings on the underperformance of value-oriented stock picking, published last week, have made for interesting reading but, arguably, this tells us little that we dont already know.
Aberdeen Asset Management saw pre-tax profit jump 44% in the year to 30 September, despite a £8.8bn fall in AUM over the same period it said today.
Jonathan Polin has put his money where his mouth is and piled £200,000 into Ashcourt Rowan, which he joined as CEO at the start of September.
Ray Prasad looks at the trading relationship between Brazil and China and suggests investing in the former also opens up positive exposure to GDP growth of the latter.
Neil Shillito takes the FSA to task about its description of life settlement plans at ‘toxic’.
Fund managers who have traditionally relied upon value stocks to outperform will find it harder in current market conditions and beyond, according to a special report from Fitch Ratings.
Investors need to block out short term volatility and depend upon old fashioned growth of dividend streams over time to get through what many are predicting will be a “lost decade” in developed economies.
When it’s three o’ clock in New York, it’s still 1938 in London, was Bette Midlers take on the divisions between the two great financial centres, while Ernest Hemmingway grumbled about the former being a town you come to for a short time.
James Tomlins has taken over as lead manager of the M&G European High Yield Bond Fund.
Axa Wealth has expanded its platform service, teaming up with Whitechurch Securities to offer its first risk-rated investment portfolios.
Edinburgh Worldwide Investment Trust, managed by Mark Urquhart for Baillie Gifford saw its NAV fall by 2.5% in the year to 31 October as continued market turbulence took its toll.
Despite the recent market volatility and jump in commodity prices, Lee Robertson still sees them as a good medium to long-tertm investment.