Nobody doubts the benefits of a diversified portfolio and global equities fund products have been popular in recent times. However, the best performing global funds of 2013 will be those which steered clear of very disappointing emerging markets.
December 20th, 2013 by Gary
Yes, the charts of spiking US bond yields are familiar by now but it is remarkable to see the pronounced ripple effect of such moves across a variety of investment classes. Three snippets caught our eye…
August 21st, 2013 by Gary
In the interests of balance it is worth noting John Paulson’s funds are possibly off to a great start in Q3. Mainstream financial media have been quick to point out lots of Paulson investor pain and distress in recent times, … Continue reading
July 15th, 2013 by Gary
The prevailing wisdom for bond investors was that there was a certainty of the return OF your money plus a historically low level of annual income attached. Now it seems like the return ON your money suddenly matters.
June 27th, 2013 by Gary
Often it is more insightful to watch what managements do rather than what they say. Schroders, the 200 year old asset manager, sold its investment bank in 2000 but is only now putting the proceeds to work.
March 26th, 2013 by Gary
Earlier we wrote about the dangers of allocating investment capital purely based on size rather than cash returns with the mining sector provided damning evidence. But is size killing the funds industry in another way?
March 20th, 2013 by Gary