12/14/2015
Biggest Environmental Moment in History?
It may be too late for most institutional investors to avoid taking a bath on their fossil fuel portfolios.
Comment & Analysis
12/11/2015
“Most bankers just don’t realise how stressful it is to work in fintech”
Gamble’s stint at Credit Suisse lasted a full seven years before he moved to Deutsche Bank in 2010.
12/11/2015
Schroders' Robin Parbrook, Head of Asian ex Japan Equities, shares his Outlook for 2016
Today Robin Parbook shares his 2016 outlook for Asia ex Japan Equities and explains why his preferred areas for investment are companies with strong cash flows and, in this low earnings growth environment, low cost producers that also have a flexible cost
12/10/2015
Why You Shouldn’t Fear a Fed Rate Hike By Ashish Shah, Head—Global Credit at AllianceBernstein
The Federal Reserve appears ready to raise interest rates next week. Bond investors fear that could pummel their portfolios. We’re not so sure—and we think moving to the sidelines now is a bad idea.
12/09/2015
Generation Z: a Zeitgeist of Zombies? by Toby Birch
Much effort is expended by marketing companies to deduce the needs and desires of each generation. In doing so their advertising methods and content can be channelled and targeted accordingly.
12/09/2015
Schroders' Shogo Maeda, Head of Japanese Equities, shares his Outlook for 2016
Schroders
12/09/2015
Kleinwort Benson Investors' John Looby highlights the particular dangers of concentration risk in Small Cap portfolios
John Looby, Portfolio Manager with the Dublin-based asset management boutique Kleinwort Benson Investors, has highlighted the dangers of constructing concentrated portfolios in the Small Cap space, and the benefits of building a dividend oriented exposure
12/09/2015
Donald Trump could spook financial markets in 2016
The observation from Nigel Green, the founder and CEO of deVere Group, comes after the U.S. Republican presidential candidate sparked worldwide controversy by announcing he wants to ban Muslims entering the United States.
12/09/2015
The threats and opportunities for asset managers over the next five years
Impact of digital technology and price pressures
12/08/2015
Positioning a Defensive Strategy "about being realistic and not being too greedy" says Bordier (UK)'s Robinson
In a world of exceptionally low inflation and interest rates, Bordier (UK) believes return expectations need to be moderated, even for the most adventurous of investment strategies.
12/08/2015
Transparent Times - LGIM's Andrzej Pioch on "The Lone Ranger - Janet Yellen"
The Lone Ranger - Janet Yellen
12/08/2015
Frankfurt – frugal or festive? - St. James's Place Market Bulletin
In a further attempt to foster eurozone growth, the ECB announced it was dropping the deposit rate, extending its bond-purchase programme, and promised more asset purchases. The scale of the announcement disappointed some investors, however Stuart Mitchel
12/08/2015
Schroders' Allan Conway, Head of Emerging Market Equities, shares his views on the outlook for 2016
Allan Conway, Head of Emerging Market Equities, shares his thoughts for 2016 - highlighting the signposts investors should look for as drivers of emerging markets equity performance in 2016.
12/08/2015
Coutts Investment Outlook 2016: Reasons to be Cheerful
“This past year saw some big swings in financial markets, driven more by sentiment than any significant change in the economic fundamentals. We think any lingering gloom is likely to clear up as we head into 2016 and believe global growth will be s
12/07/2015
Investors urged to think global after The Great Divergence’s soggy start - deVere Group
Investors had hoped for a great deal more new cash to be injected into the financial system than will now be the case.
12/07/2015
Can’t argue with a confident man by Tim Price
“Do not arouse the wrath of the great and powerful Oz ! ..Pay no attention to that man behind the curtain.”- The Wizard of Oz.
12/06/2015
Insights, education and apps by Penny Lovell
I grew up in a physical world, and I speak English. The next generation is growing up in a digital world, and they speak social. Angela Ahrendts
12/04/2015
Schroders' Alex Tedder, Head of Global Equities, shares his views on the outlook for 2016
While the macroeconomic outlook for 2016 looks uncertain for global equities, Alex finds reasons to be bullish...
12/03/2015
How To Invest In China’s Growing Middle Class?
Almost all upper middle class Chinese women have a few designer bags in their closets and men want nice watches and cars.
12/03/2015
ESG investing to become 'normal', says UBS
Environmental, social and corporate governance (ESG) is set to become a standard consideration in investment decisions within five to 10 years, says UBS.