Tag Archives: Investment Industry

The future of income, part 2: Is it really harder to generate income today?

Episode 02/02/2017  

There are a couple of (related) subconscious assumptions that investors seem to hold today. The first is that we are in a low return world, and the second is that… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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The future of income, part 1: Can income strategies survive US interest rates hikes?

Episode 27/01/2017  

The past week has been rich in press conferences, speeches and comments from world leaders and entrepreneurs. Despite some inconsistencies, surprises, and doubts, they all seem to agree on an… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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‘Diversified Growth funds’ deliver most divergent returns since the financial crisis

Episode 25/01/2017  

In 2015, Tony discussed the growing popularity of ‘Diversified Growth Funds’ (DGFs). DGFs typically seek to generate returns comparable to the stock market but with lower volatility. They have been… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Why did Sterling go up yesterday? The dangers of efficient markets thinking

Episode 18/01/2017  

Yesterday the UK Prime Minister Theresa May gave a speech at Lancaster House which outlined potential objectives for the country’s Brexit negotiations. In it, she presented a Brexit plan that… Read more »

Four reasons why we need more active asset allocation

Episode 03/01/2017  

There were a couple of pieces written in the media in 2016 suggesting that the year represented a tipping point in the shift from active to passive management, both in… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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Midwinter motivations: “Santa Claus rallies”, Calendar year returns, and the “January effect”

Episode 14/12/2016  

Could it be that professional investors are chasing year end equity returns to flatter calendar year performance? And does this set us up for a weaker January as those same… Read more »

How can we assess fund manager skill? A manager’s view

Episode 03/11/2016  

One of the most lucid commentators on the investment industry, explains the problems faced by all investors looking for a manager to run their money… Read more »

The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.


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