09/22/2015
Squashed by Tim Price
Today’s investors are not exactly a lucky generation.
09/22/2015
Squashed by Tim Price
Today’s investors are not exactly a lucky generation.
09/22/2015
Much ADO about Something - Diary of a Fund Manager
It was a week of two halves or to be precise four days of lethargic anticipation followed by a day of energetic confusion.
09/22/2015
St. James's Place Market Bulletin - Playing safe
The most important event of the week was, in fact, a non-event – the US Federal Reserve chose not to raise interest rates. The downbeat comments which accompanied the news prompted some rotation out of equities and into bonds.
09/22/2015
Despite everything I’ve learned from dodging left hooks, practicing undercuts and sparring with my peers, I believe this quote from Mike Tyson relates to all aspects of life: “Everyone has a plan until they get punched in the mouth.” It
09/21/2015
This Is What Needs To Happen For Oil Prices To Stabilize By Dan Doyle for Oilprice.com
Back when the onslaught began, which I mark as Thanksgiving Day 2014—when OPEC declined to cut—Wall Street began talking of shale as being a switch; as in you can turn it on and off.
09/21/2015
How does financial education help businesses? An interview with Jeanette Makings by Penny Lovell
One of my favourite quotes in business at the minute comes from Richard Branson: “If you look after your staff, they'll look after your customers. It's that simple.”
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.