Analysis
Investment | analysis 4 Aug 15
ANALYSIS: The great global equity fund flop
Equities have inarguably been the best growth trade of recent years, so why have global funds, which supposedly cherry pick the winners, consistently struggled?
Investment | analysis 3 Aug 15
ANALYSIS: Will rate hike and loan rise be a chance for the challengers?
With business lending set to increase and a rate rise looming, will this window of opportunity for UK challenger banks be something investors can tap into?
Investment | analysis 30 Jul 15
ANALYSIS: Euro equity investors’ fingers on the ‘buy’ and ‘sell’ triggers
Ask a panel of investors where the best growth opportunities are, and you can bet a fair amount will say European equities. But amid the furore, are they actually really taking the plunge?
Commodities | analysis 24 Jul 15
ANALYSIS: Is it time to rethink mega caps?
Anglo American CEO, Mark Cutifani made it clear at the group’s interim results presentation on Friday that the mining sector is currently facing one of the toughest periods he has seen so far in a 40-year long career. And, the sector’s woes have a way to run still.
Investment | analysis 23 Jul 15
Bond squeeze: The rising risk of policy misstep
Turbulence in bond markets has left bond investors nervous and cash piles high but while more movement is expected, certainty on a few issues could see investors moving back into the market during the second half of the year.