Value investing has undergone huge change since the global financial crisis with the conversation thankfully moving away from cost in isolation to what represents good value – value for money, in other words.
Investor demand for Socially Responsible Investments (SRI) is on the rise, but how can a fund manager evaluate how ‘socially responsible’ a company really is?
This week, Investment Quorum CEO, Lee Robertson discusses how to avoid managers that have lost their mojo, why he still likes the US and how to use technology to grow one’s client base.
With a strong earnings outlook and a still improving dividend payout ratio, Japan ticks a lot of investment boxes.
David Riley, head of credit strategy at BlueBay Asset Management discusses regime change, the risk benefits of reflation, and the dangers lurking in duration.
Stephanie Flanders, JP Morgan’s chief market strategist for Europe and the UK discusses the demise of deflation, Trump’s lifting of animal spirits and the Brexit transition.
Join the managers of SAINTS on their travels as they seek out companies from across the globe that they believe can deliver the winning combination of dependable and growing income along with capital growth. Capital is at risk and income is not guaranteed. A key information document is available by contacting Baillie Gifford.
A look at some of the highlights from PA Summer Congress.
It is perhaps appropriate that the first PA Podcast was recorded on Halloween, as our first guest, Tilney Bestinvest, investment strategy director, Ben Seager-Scott isn’t entirely optimistic about the outlook for the global economy.
A look at some of the highlights of the 2015 edition of PA Autumn Congress.
Lively discussions on the future of wealth management, panel debates and a keynote address from Jeremy Paxman were just some of the highlights of this year’s Portfolio Adviser Summer Congress 2015.
The valuation gap between value and growth stocks in the US is the widest it has been in the last 20 years.
