Investment Fundamentals

Below is a selection of our most recent updates on this subject.

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Now Is The Summer Of Our Discontent

Since last I commented on the investment scene, we have experienced difficult trading conditions, with shares in London and many other financial centres falling sufficiently to justify the description of a bear market. ……
Thursday, September 22, 2011

Europe - Is It Full Of Sick Men?

It presently seems that not a week can go by without yet more news regarding the ailing finances of a European nation state. As I was planning this article, it was both Greece and Italy that were in the firing line - Greece for the umpteenth time, Italy a more recent target……
Friday, July 01, 2011

Where Are Commodities In The Boom/Bust Cycle?

The past decade has seen a transformation in the fortunes of a whole range of commodities - and at a time when many developed equity markets have failed to deliver much in the way of returns to investors. Metals and minerals, oil and gas, agricultural commodities - all have seen significant rises in price. ……
Thursday, June 09, 2011

How Should Your Clients' Investments Be Managed?

When I first started in the investment world, it is probably not unreasonable to say that investment management was something of a cottage industry in this country. This is certainly how it appeared for private investors. Of course, investment options were much more restricted back nearly half a century ago……
Thursday, April 28, 2011

Investment Trusts - What Is Investment Really About Anyway?

Why do people invest? I'm not talking about the obvious answers, such as to achieve a more comfortable retirement or because they have surplus capital. Rather, I want to get behind what the real purpose of having an investment strategy is and why investors choose equities and/or bonds over leaving the money on deposit or spending it to enjoy a better lifestyle or more expensive home……
Tuesday, March 15, 2011

Investment Trusts - Where Professional Management Began

Investment management for private investors was viewed as pretty much a cottage industry in this country until the Americans poured over in their droves as 'Big Bang' arrived to change the face of the City for all time….
Friday, January 28, 2011

Emerging Or Emerged?

According to a press release from the Investment Management Association issued at the beginning of December, net sales of Global Emerging Markets funds were the highest on record for the month of October.….
Tuesday, December 21, 2010

Bonds - Licensed To Kill Performance?

Bonds are primarily, but not exclusively, financial instruments issued by corporations, governments and companies carrying a fixed coupon and a set redemption date and having a life of more than one year….
Monday, November 15, 2010

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