Healthier returns
Perhaps because there is too much focus on short-term returns, the tenets of good portfolio management can sometimes underestimate the importance of identifying long-term structural themes and then nuancing the […]
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UK equity market revival
The UK equity market continues to languish at a c.40% discount to global markets. Commentators and investors alike have all but thrown in the towel. Some of the MSCI PIMFA […]
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Retaining faith in equities
Equities are enjoying a good run of late with even the much-maligned UK market doing well. This is confounding many investment strategists, while year-end forecasts are being revised up as […]
Healthier returns
Perhaps because there is too much focus on short-term returns, the tenets of good portfolio management can sometimes underestimate the importance of identifying long-term structural themes and then nuancing the […]
19/09/24
Read MoreUK equity market revival
The UK equity market continues to languish at a c.40% discount to global markets. Commentators and investors alike have all but thrown in the towel. Some of the MSCI PIMFA […]
15/08/24
Read MoreRetaining faith in equities
Equities are enjoying a good run of late with even the much-maligned UK market doing well. This is confounding many investment strategists, while year-end forecasts are being revised up as […]
20/06/24
Read MoreLondon Stock Exchange Annual Funds Investment Conference 2024
L>R: Dr Darko Hajdukovic (Deputy Head of Digital & Securities Markets, London Stock Exchange), Ben Conway (Chief Investment Officer & Head of Fund Management, Hawksmoor Investment Management), John Baron CBE […]
24/04/24
Read MoreInfrastructure blues
Previous columns have commented on the extent to which higher interest and discount rates have adversely affected sentiment across a range of alternative asset classes, including the infrastructure sector. The […]
20/03/24
Read MoreLand of the rising market
Readers will be aware that Japan is one of our favoured markets. The market performed well last year but scepticism remains as to whether this is yet another false dawn […]
23/02/24
Read MoreGood things…
Last year was another challenging year for the investment trust investor. It remains the case discounts on average remain at their widest since the financial crash of 2008/09 – at […]
17/01/24
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