The final stages of a sell-off can be the most interesting, says Simon Edelsten, manager of the Global Select Fund. It is not a matter of calling the ‘bottom’. Instead, investors should focus on selected stocks’ prospects over the longer term.
After a bull run of more than 30 years, I have been bearish on bonds for some time now. The prevailing environment that has been so supportive for so long has started to present a real risk to the asset class. When the tables turn – as eventually they must – it is an area […]
Benjamin Franklin once said, “You may delay but time will not.” How relevant, with such a busy time ahead of us. Next month’s Budget is expected to remove higher rate tax relief from pensions and the FCA is conducting reviews and consultations at a rate I have never seen before. In fact, there is so […]
By Kunal Desai, Manager of Neptune India Fund Kunal Desai recently celebrated his third anniversary as manager of the Neptune India Fund. Kunal has built a strong track record of outperformance since he assumed responsibility for the Fund, delivering a return of 30.3 per cent ompared to the MSCI India Index gain of just 14.0 […]
We have all seen the endless reports warning we are going to have to work until we drop. I suspect most members of the public that read such stories are tempted to put their head back under the duvet. Certainly, there is little evidence rules of thumb, such as telling people they need to save […]
Artemis managers James Foster, Mark Page and Laurent Millet comment on the Greek deal, describing it as “just another fudge” getting in the way of bigger developments in China, the UK and the US. To read the full article click here.
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Another investment manager offering enterprise investment schemes has alerted clients of a 10 per cent drop in value for one of its portfolios following new Mifid rules. Mifid II, which came into force on 3 January, requires firms to notify clients when the overall value of their portfolio, relative to its value at the beginning of each reporting […]
The recent enquiry by the work and pensions select committee has reignited the debate about the future of collective defined contribution schemes. Whether these sort of schemes can be incorporated into the current UK pensions landscape is a moot point. Let’s consider some of the arguments for and against CDC. First of all, it is […]
Retirement interest-only mortgages are set to become more popular following the FCA removing hurdles to selling them. The regulator sees RIO mortgages as a possible aid to the waves of maturing interest-only loans with no repayment strategy. However, the FCA also wants RIO mortgages to be sold more widely, for example as an additional option […]