Investment Week: Property and asset management themes in focus Over an investment cycle, one must have conviction in themes to have a chance of outperforming. This conviction can come at a cost of being ‘too early’ but can be very powerful as the theme matures and comes to fruition. Two themes we
It seems an awful long time ago, but when I would go to football training as a kid, I’d fret about what kit to wear, not wanting to stand out. My Dad would say to me “don’t worry about what everyone else is wearing, you’re there to do a job, it’s not a fashion show”.
‘Value’ to cover all eventualities, argues Paul Warner in his latest article for FT Adviser. The list of factors that could mean that October was the beginning of a buyer’s market is a lot longer. We have US President Donald Trump versus China and the imposition of tariffs and a continuing trade
James Sullivan and Peter Geikie-Cobb examine the US market and explain why they are underweight the US within their fund range. What are your views on the US stock market? James Sullivan: Broadly speaking, it’s an expensive equity market. Even stripping out certain sectors, such as technology, it’s still hard to make a compelling case
Beware of the ‘Easy Selling Gift’ warns Head of Portfolio Management Paul Warner. Back in 1994, when we were first asked to run discretionary ethical portfolios, we had just 21 funds from which to choose. That portfolio was called the Green Portfolio. In those days, if you asked a question at a
James Sullivan on an activist investment looking to unlock corporate Japan’s balance sheets. It sounds wrong to say it, but we recently supported the launch of a new company, despite not harbouring absolute belief that it will fulfil its primary objective. The company in question is AVI Japan Opportunity Trust which will