Do macro headlines create white noise which impacts market prices? Portfolio Manager at Harris Associates, David Herro, discusses how market volatility can create opportunities to buy good business at a discount.
The most surprising thing about the Government’s review of the state pension age was not the fact it is taking place but rather the variety of ingenious ideas for reform floated at the same time. The backdrop to the announcement is the 2014 Pension Act, which required there to be a review of the state pension […]
US investment firm Cerberus Capital Management is set to launch Europe’s biggest mortgage-backed securitisation since the financial crisis. The bond is reportedly backed by £6.2bn worth of mortgages originated by Northern Rock, which had to be nationalised in 2008. Cerberus bought £13bn of Northern Rock mortgages off the Treasury in November. It has already sold […]
By Kunal Desai, head of Indian Equities at Neptune Returning from a recent research trip, Kunal Desai asks three key questions: first, do prime minister Modi’s reform policies still offer hope for investors; second, what exactly is required to drive an earnings upgrade cycle; and finally, which areas of the market do we believe are […]
By Jennifer Gilchrist, Product Lead, Design Imagine the scene: in the build-up to the busiest time of year at Santa Corp. offices, Santa Claus has slipped on the ice and suffered a serious injury. He’s desperate to get back to work, but the orders from Doctor Elf are firm — no work for at least […]
- Top trends
- Top trends
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