Long/short funds Developed market equities have been driven higher and higher by quantitative easing over the past few years. However, we think the beta wave has finished now: alpha will deliver the returns going forward. Unconstrained long-short funds, in particular, are starting to look increasingly interesting. They can be more tactical as the performance of […]
Octopus Investments is to allow investors to buy and hold shares in its Venture Capital Trusts through adviser-facing platform Transact for the first time. The launch of the service follows a change announced in the Finance Bill 2014 which allows investors to buy VCTs directly via a platform. Previously, investors could only transfer their holding to […]
There has been little change to annuity rates since the last update and this reflects the flat line trend for gilt yields at the moment. The benchmark 15-year gilt yield has remained just under 2 per cent so far in April. Unless yields increase, annuity rates will remain at present levels. In my recent paper […]
Support services and compliance firm SimplyBiz has shelved plans to sell the business or launch an IPO and is instead exploring alternative funding options to remain independent. In January, SimplyBiz confirmed it was considering floating the business on the Alternative Investment Market or selling a stake in the firm to a trade buyer or private […]
Dr. Andrew Lo, Founder and Chief Investment Strategist at AlphaSimplex, discusses how the firm takes into account human behaviour when constructing their portfolio, specifically by embedding the idea of volatility targeting in all of their strategies.
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