Four ways to hold gold as a safe haven investment

In the Financial Times, portfolio manager Vincent Ropers at Wise Funds comments that: “gold is considered impervious to the actions of centralised institutions” during economic uncertainty as experts predict that prices will rise due to slowing global growth and potential US interest rate cuts. Link.

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UK life sciences sector powers central office demand

“Real estate investors need a multi-dimensional investment approach in order to capitalise on the opportunity this presents.” Mayfair Capital Investment Management’s Tom Ducan, discusses the opportunities with the UK life sciences sector and the cluster that have potential to grow. Link

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Five reasons why gold can keep on shining

“As we see global bond yields declining in reflection of a gloomier growth backdrop, gold becomes more attractive on a relative basis.” In Investment Europe, Wise Funds Ltd’s Vincent Ropers outlines five reasons why gold will continue to rally. Link

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The hidden areas of the climate fight

In this month’s KL Connections, Nordea Asset Management’s Henning Padberg examines the under-the-radar areas taking up the climate fight. T. Rowe Price’s Archibald Ciganer discusses the prospects for Japan in the new Reiwa era. Gresham House’s Ken Wotton highlights a number of attractive small UK income stocks. In addition, three investors take a look at […]

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Now is the time for the FCA to act on property funds

“Now is the time for the UK Financial Conduct Authority (FCA) to act.” In Citywire Funds Insider, Bob Steers, CEO of Cohen and Steers Investment Management, discusses the liquidity pressures in open-ended funds and what needs to change in order to protect UK investors. Link

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Saving Your Energy

“It’s not about cleaning your portfolio, it’s about cleaning the planet.” In HEDGE magazine, Trium Capital’s Joe Mares discusses how ESG portfolios must target companies that still need to improve their CO₂ emissions, rather than those that already have. Link. (p.32-34)

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Gresham House duo on getting the inside track on IPOs

“We look through the noise and focus on the bottom-up analysis of companies we think can be resilient and grow” In Portfolio Adviser, Gresham House’s Ken Wotton and Brendan Gulston discuss how they get the inside track on IPOs for their UK micro-cap fund. Link

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