This week’s chart of the week comes from the 85th annual report of the Bank for International Settlements (BIS), an […]
Shareholders should be encouraged to invest more ‘skin in the game’ despite the increased risk as they look to get greater returns from their investments.
Currently, we have a positive view on European Equities as based on 4 key factors underpinning valuations and providing potential for valuations to rise.
Since ECB president, Draghi’s ‘bumble bee’ speech, we have seen the return of volatility and can expect a tightening of ECB committment to the euro.
Having updated our investment outlook for the second half, we are now neutral on equities, long on high-yield corporate bonds and short the euro.
As monetary policies and and margin trading concerns fade, investors should be reassured that China A-shares look to continue their steady surge forward.
According to EU figures, 50% of food goes uneaten. Globally, one third of all food produced is wasted, amounting to huge environmental and economic costs.
Much like a car crash on a road, we cannot help but take note of Greece’s dismal situation, which continues to have knock-on effects on global markets.
European small-cap equities look best placed to benefit from the real signs of recovery, with small- and large-caps in the US now seeming less compelling.
Over the last few quarters, the provision of liquidity by central banks and bouts of risk aversion (i.e. abrupt switches […]
President of the ECB, Mario Draghi, urges markets to ‘get used to periods of increased volatility’ following data posted suggesting economic recovery.
The statement published after the Federal Open Market Committee (FOMC) meeting on 17 June 2015 was largely in line with […]
What a difference a few weeks make. Since mid-May, much of the concern over the loss of momentum in the […]
Due to 3 years of drought in California, water conservation measures have been introduced to reduce water usage, causing problems to the agriculture sector.
After the MSCI’s Market Classification Review, China A-shares are expected to be included in its global indices once some key issues have been resolved.
In the first week of June, volatility in European and US sovereign debt markets picked up again after a two-week […]
Active management leaves a unique fingerprint on portfolio returns. The return contribution of security selection and market timing – commonly […]
The idea that outperformance comes more easily to a fund manager managing portfolios with a larger Active Share is in […]