Media Type: Article

10.10.2018

A year of change

Mark Nash, head of fixed income, weighs a new volatile environment for investors.

08.10.2018

Staying true to the data

Why investment is best undertaken by a systematic approach and by looking carefully at the data, says Ian Heslop of...

03.07.2018

Gold: right time, right place

As the US and eurozone central banks begin unwinding their unconventional monetary policies – involving purchasing unprecedented amounts of bonds...

27.06.2018

Growth opportunities abound

It is an age-old conundrum for investors. Should value stocks – shares that typically trade at lower prices relative to...

21.05.2018

Real interest rates are the real drivers of the gold price

Ned Naylor-Leyland, manager of the Old Mutual Gold & Silver Fund, reminds investors that as long as real US interest...

16.03.2018

Emerging markets supported by macro environment

Emerging market debt went through a long overdue correction in February, but the overall macro story remains very supportive of...

14.03.2018

Emerging market equities: good times

Nick Payne looks at the reasons behind the profits recovery in emerging market equities and asks, ‘is it sustainable?

09.03.2018

Embrace the new normal

Spring is in the air. Wakened from their cosy lethargy of the long winter months, Mother Nature’s ‘green shoots’ are...

26.02.2018

Is your income fund as safe as you think?

All is not quiet in equity markets, and investors need to be aware of hidden risks.

22.02.2018

The brave new world of investor sentiment

The sharp correction in equity markets in early February 2018 has reignited the debate over what moves markets: rational economics...

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