“In Japan…nothing makes any sense. They’re very polite, but you feel like a joke is being played on you the entire time.” Bill Murray, Actor and Comedian It could be plausible that Bill Murray’s quote is attributed to investing in Japan. It has been a graveyard for many an investor over the years, with many
We would like to share a recently produced video featuring Martin Gray and James Sullivan of Coram Asset Management (Fund Managers of the MitonOptimal Special Situations Fund) answering questions on their view of the markets. MitonOptimal Special Situations Fund Objectives The Offshore Special Situations Fund invests into the Coram Global Balanced Fund, which is a global multi-asset
The term ‘challenger bank’ is perhaps something of a misnomer, as very few constituents of this universe are indeed challenging the ‘big five’ banks in any meaningful manner. Instead they are filling a void vacated by the big banks, offering a service that is no longer part of the bigger banks’ business model post the
China suspended its circuit breakers programme this week, rather embarrassingly only a short time after it was implemented. It became clear very quickly the circuit breakers only fanned the flames of panic. Yesterday the market in China closed a little after 15 minutes post opening, which gives an indication of the panicked rush for the
Earlier this week we witnessed markets behaving in a manner that we have been expecting and waiting for. It’s comforting to see the extreme heat come out of asset markets – but we’re not suggesting a couple hundred points off the FTSE 100 suddenly represents great value. Valuations are still pushing levels that we deem to be expensive and unsustainable, whilst bonds,
