Managers of Wealth

Kings of the wild frontier by Tim Price

“Simple but not easy” - The title of Richard Oldfield’s book about value investing.

Persistent volatility in February and the origin of the word 'dovish' by Penny Lovell

“Markets love volatility” Christine Lagarde, first woman elected to head the International Monetary Fund

Technology and the consumer by Ben, 7IM

There are though a few topics we have investigated around the desk which, whilst maybe not directly impacting portfolios, are probably worth sharing.

$67 Oil Has All The Majors Converging Here by Nick Cunningham of Oilprice.com

Prices for light oil are set at $67 per barrel and natural gas prices fixed at $7.50 per million Btu (MMBtu). That means consumers are not reaping the benefits of cheap fuel. The higher prices they pay offer a huge lifeline for the oil industry.

NEWS ANALYSIS: No sacred cows as Old Mutual splits structure

This reflects how financial services have changed since 1999, when Old Mutual demutualised, moving its head office to London and locating its primary listing there.

Mauritius global business sector: a new beginning

Graham Sheward, in an opinion article published in Business Year Book says “Mauritius remains a jurisdiction of choice to assist multinationals in establishing their pan-African operational, administrative and financial headquarters

Have central banks lost their superpowers? - Schroders

Ahead of the European Central Bank’s (ECB) meeting on Thursday, Schroders' Chief Economist, Keith Wade, looks at whether central banks’ powers are waning in their fight against falling inflation:

St. James’s Place – The UK pension savings rate remains a major structural weakness

Despite George Osborne reportedly postponing pension tax reforms at the forthcoming Budget, the UK pension savings rate remains a major structural weakness and commentators believe individuals can ill-afford to pass up the tax-efficient savings opportunit

The hunt for additional sources of return continues by Mikio Kumada, CIIA, Global Strategist LGT Capital Partners

The idea that central banks have run out of ammunition is commonly held again, but it may be missing the point: monetary policy seems to be shifting focus on creatively boosting the actual money supply to the economy, rather than just expanding the inacti

David Shelton: What is your firm’s ‘meaning of life’?

It is impossible to set a clear strategy and plan if we do not know our target market

Do you need motherly advice for a prosperous retirement? by Penny Lovell

“It may be possible to gild pure gold, but who can make his mother more beautiful?” - Mahatma Gandhi

Out of Property? Out of Africa? by Justin Urquhart Stewart

Property - we seem as a nation to have an obsession over property, more so than anyone else in Europe.

Jamie Dimon on Finance: “Who Owns the Future?”

In Dimon’s 10 years as CEO, JPMorgan Chase has delivered a higher total return than every major American bank except Wells Fargo.

The most dangerous word in investment by Tim Price

“China’s surplus capacity in steelmaking, for example, is bigger than the entire steel production of Japan, America and Germany combined.” - The Economist magazine, February 27th, 2016.

CRS - What Clients Really Need to Know by David Inglesfield, Asiaciti Trust

In summary, CRS is happening with extraordinary speed. It is most important that clients accept that it is; take good advice and structure their affairs properly; and if they wish to choose a new country of tax residence, actually move there and get a cer

Comment & Analysis