Henderson’s Hermon: “We see value in mid-caps”
Neil Hermon, manager of Henderson’s Smaller Companies investment trust, re-affirmed his belief in mid-caps.
Viewpoints
-
-
‘Mission Possible’ as Cameron writes Christmas list
David Cameron has written his Christmas list early this year, kicking off his campaign to renegotiate the UK’s membership of the EU, and telling us that his objectives will be difficult, but not impossible, to achieve. Whether or not he gets his wish depends on the European Council, rather than Saint Nick.
-
Are advisers trying to solve the wrong problem?
Since the FCA introduced guidance on assessing risk and the suitability of investments (FG11/5), risk and its control has been at the forefront of advisers’ minds.
-
Unpacking China’s steely resolve
This week marks the first state visit of a Chinese president to the UK in a decade, and there has been much speculation about what will or won’t be discussed. I’m sure at the state dinner at Buckingham Palace, conversation remained cordial, but on other occasions, some straight talking on a number of issues may…
-
Eight risk anchors and their implications
August’s Black Monday and the US Federal Reserve’s ongoing tug-of-war on interest rates have ushered in volatility, underscoring the need for diversification and protection against the downside. With investors seeking safety, how can they make sense of the markets?
-
PA CONGRESS 2015: EM opportunity all about lots of little bets
Emerging markets currently face a wall of negative sentiment and some very real risks, but according to Josh Crabb, head of Asian equities at Old Mutual Global Investors, there are also some very real opportunities.
-
Build them and they will come
The UK housing market requires bigger solutions than are currently being debated, they need to be supply oriented.
-
Keep your eyes on the road and your hand on the economy – Charles Stanley
Charles Stanley’s John Redwood on how keeping an eye on the auto industry provides a bellwether for the global economy.
-
Interest rate threat to sovereign bonds is overblown
Rising interest rates are generally accepted as a poor environment for sovereign bonds, says Rathbones’ head multi-asset investments David Coombs, but has the danger been oversold?
-
Investment trusts due a discount shake-up?
Having spent the past decade lobbying against hostile regulation, AIC chief executive Ian Sayers claims investment trusts are finally in a sweet spot.
-
Shale and the importance of face to face meetings, especially offshore
We are often asked how much value we really get from meeting with companies face to face that you can’t achieve by reading a conference call transcript or annual report.
-
Confusion drives consensus in EMs and commodities
The second half of 2015 promises to be very different from the first, says Mark Harris, head of multi-asset at City Financial, which is some welcome good news for unloved emerging markets and commodities.