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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Rathbones is re-branding its Recovery fund to remove the “ambiguous” term from its name while cutting the annual management charge to attract investment into the fund. The plans coincide with the fund’s co-manager Jo Rands’ decision to leave the firm to pursue interests outside the investment industry. Co-manager Alexandra Jackson will continue to run the […]
Investors should be aware of the changing stance of central banks but they should not become too pessimistic.
Mifid II will force fund managers to unbundle the costs of their investment research