If you’d have asked the average investor over a decade ago what they made of clean, renewable energy, I’m fairly sure they would have thought it largely irrelevant – something for the hippies, greens and ESG investors only. Flash forward… Continue reading →
I moderated an excellent event (the speakers were excellent that is!) on fixed income investing the week before last. The panellists included Steve O’Hanlon, CIO of Rubrics Asset Management, Martin Arnold, a strategist for ETF Securities and Kevin Doran, the… Continue reading →
In my FT column at the weekend I floated how one specialised part of the investment spectrum – structured products – is trying to come up with new solutions to the absolute returns conundrum. Why do I choose the word… Continue reading →
A quick note today, on micro-cap (and small cap) investment trusts. This is a space I think is perfectly suited to closed-end fund investing, not least because it favours stock pickers who are willing to engage in properly active strategies…. Continue reading →
The share price of Stanley Gibbons continues to fall. Earlier this week we learned that SG’s Guernsey business has gone into administration. This is the unit that was used to house the various guaranteed investment schemes, which have subsequently been… Continue reading →
In the great scramble to find innovative ways to reduce costs within the asset management space, index firms are becoming an increasing focus of attention. Most fund managers now realise that running an index firm can prove fabulously profitable. The… Continue reading →
Just because Capita’s Dividend Monitor excludes investment trusts, it doesn’t mean investors in closed-end funds can ignore it. For the report, which keeps a beady eye on the payouts of companies on the London Stock Exchange’s main market, acts as… Continue reading →
One of the glories of the fintech revolution is that its turned boring transactions into something instantaneous and low cost. It’s hard to believe but in the bad old days before capital controls were abolished, you needed to get government… Continue reading →
There’s an problem with shadow banking and alternative finance. Its called what to do when bad stuff happens. I used the term shadow banking deliberately in this first sentence because most forms of alternative and direct lending (a large part… Continue reading →
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