It’s been an interesting week for tax and the multinationals, with much made in the press about Google’s £130 million tax deal with HMRC, and further announcements on anti-tax avoidance measures expected. The strong views expressed show
Global economic fundamentals are performing better than markets had been indicating. James de Uphaugh, of Majedie Asset Management and fund manager of the St. James’s Place UK Growth fund, summed up the long-term opportunity presented by such period
Markets have gone sharply against us so far this year, but the actual underlying economic fundamentals continue to support our positive view for 2016. It may continue to be painful in the short run, but as long-term investors we are taking the view that t
“There is no doubt the Chinese economy is experiencing a substantial slowdown,” said Chris Ralph, chief investment officer at St. James’s Place. According to Richard Oldfield of Oldfield Partners, and fund manager of the St. James’
It should not be a huge surprise that China is a source of global economic turbulence. After all, in 2010, James Chanos — the short seller who famously profited from the collapse of Enron – noisily announced his bearish position on China.