Media Type: Article

07.06.2019

Opportunities and Challenges for India Investors in the Next Five Years

India Prime Minister Narendra Modi’s biggest challenge as he starts a second term is boosting economic growth

03.06.2019

Cocos: Please Don’t Let Them Be Misunderstood

CoCos, or contingent convertible bonds, are sometimes overlooked and undervalued.

23.04.2019

Santander’s coco saga: opportunities amid a storm in a teacup

Recent news coverage of Santander’s “cocos” is bewildering, but nevertheless serves to underline the importance of identifying the strongest issuers.

11.04.2019

Seven deadly sins of investor behaviour

Psychological research suggests that markets are not wholly efficient, but are swayed by behavioural biases.

09.04.2019

The Cycle May Be Slowly Turning

Better China and European PMI data, the reduced chance of a no-deal Brexit and cooling Sino-US tensions all help to...

04.04.2019

Whichever Brexit: sterling corporate bonds stay solid

With the UK poised between different Brexit outcomes, sterling corporate bonds arguably provide both a call option, and a put...

02.04.2019

The Fed’s Rules Have Changed

The US Federal Reserve (Fed) has reversed course and data is slowly improving in the rest of the world. which...

25.03.2019

Keep active and get physical

There are notable benefits of having actively-managed gold exposure.

15.03.2019

Re-engage with equity market neutral

Investors should re-engage with equity market neutral as an uncorrelated investment strategy able to enhance risk adjusted returns.

22.01.2019

Reasons to be optimistic about UK mid caps

Richard Watts argues that after a difficult year for equities in 2018, many stocks have been oversold, enabling investors to...

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