09/21/2015
Invest in China? You Must be Completely Rational! by Chris Darbyshire, CIO, Seven Investment Management
China can do nothing right. Its economy is slowing and dragging the world down with it.
09/21/2015
Overloaded! Can we really understand all of this information? by Ben Kumar, Seven Investment Management
A regular criticism of the current financial state of play is that quarterly reporting is not helpful. It seems odd to say in the modern world of big data, but there really is a genuine argument that less is more.
09/21/2015
The Seventh Rule of Investing: Discipline and Co-ordination by Justin Urquhart Stewart
In this series I have deliberately avoided any of the rules around trading and short term investing.
09/21/2015
How China decided to redraw the global financial map
The bank’s successful establishment is likely to bolster Beijing’s confidence that it can play a leading role in supranational financial institutions
09/21/2015
Here's why one hedge fund manager thinks Alibaba could be a big fraud
Earlier this week, Alibaba responded publicly to a Barron’s article that expressed a similar skepticism about the “seeming improbability”
09/21/2015
Stock markets have been through a bumpy time but you wouldn't think it from looking at the shares of top FTSE 100 financials.
09/21/2015
This income inequality is going to become even starker very soon - the 80 richest people would be worth the same as the poorest 50%.
09/21/2015
Global growth fears were rekindled after Thursday’s decision by the US Federal Reserve to delay further its much anticipated tightening cycle.
09/18/2015
We therefore expect the FOMC start hiking interest rates at the December meeting
09/18/2015
Tuesday was Pensions Awareness Day, and to coincide with this the Pensions Regulator is launching a TV campaign encouraging small employers to comply with their auto-enrolment obligations. But with concern growing that many of these employers are choosing
09/18/2015
Lower commodity prices and a strong dollar are weighing on consumer prices, giving the US central bank more time to keep rates at close to zero.
09/18/2015
In the US, Robert Rubin was a Goldman Sachs co-chairman before he was President Bill Clinton's Treasury secretary.
09/16/2015
The ugly side of wealth management
Like medieval medicine, the success rate of active fund management is based mostly on faith rather than scientific fact.
09/16/2015
FED Up? by James Klempster, Portfolio Manager, Momentum Global Investment Management
“This week’s news will be dominated by the Federal Reserve’s (Fed’s) decision on whether or not to increase interest rates.
09/15/2015
Last week, members of the Monetary Policy Committee (MPC) found themselves once again to be largely of one mind on the question of interest rates, as members voted 8–1 for no change to the Bank of England rate of 0.5%. The pound rose slightly after
09/14/2015
Fight breaks out over high-yield funds
He says, “Most of their concerns stem from a lack of understanding. They might have expertise in one area of the market and not others. Those who know ETFs don’t raise concerns.”
09/14/2015
I heard an excellent new word this week; infobesity. It means the sheer quantity of information available makes decision-making more difficult.
09/14/2015
If I look back over my past few talks and my scribblings for the last six months, it's very clear to see that there are some fairly fundamental themes running along, all of which seem to take it in turns to grab a headline every so often.
09/14/2015
Global markets are waiting with bated breath to see whether the Federal Reserve (Fed) will finally lift US interest rates from their longstanding position near zero this week.
09/11/2015
"Developing wealth management services will help commercial banks turn their focus from taking deposits to managing financial assets and thus retaining clients amid a growingly fierce competition," Ma said.