After the geopolitical and macroeconomic noise in Europe over the past five years, the profound changes undertaken at company level on the Continent have largely been overlooked. These changes, says Hermes’ Tim Crockford, have fundamentally improved the earnings outlook for the region. Continue reading “Hermes’ Crockford: European corporates finally poised for renaissance”
Category: News
Alternatives: Is the tide turning for macro investors?
Recent low volatility has hurt macro traders. However, manager of the Stenham Macro UCITS Fund Akshay Krishnan suggests a looming divergence in monetary policy will help to bring the strategy back in favour. Continue reading “Alternatives: Is the tide turning for macro investors?”
US fracking for a UK stock picker?
SWMC’s Brian Cullen is often asked how much value there really is in meeting companies face-to-face. In this opinion feature for Investment Europe, he explains why meeting with US competitors and US subsidiaries of UK companies is so beneficial. Continue reading “US fracking for a UK stock picker?”
As Greece’s D-Day looms, here’s how to make your money Grexit-proof
With fears of a Greek exit from the Euro mounting ahead of tomorrow’s emergency summit, Barry Norris, manager of Argonaut European Alpha Fund, contends a Grexit will lead to more buying than selling opportunities. Continue reading “As Greece’s D-Day looms, here’s how to make your money Grexit-proof”
One to Watch: An uncorrelated, long/short outperformer
Absolute return managers are typically bought for their defensive characteristics, but not all are running low-risk products. FE Alpha Manager Barry Norris, managing the FP Argonaut Absolute Return fund, is a case in point, writes FE Trustnet’s Joshua Ausden. Continue reading “One to Watch: An uncorrelated, long/short outperformer”
Why we significantly hiked our cash position
In this Alpha Sight update, CIO of Brompton Asset Management Gill Lakin explains why she is keeping cash on the sidelines ahead of potential better buying opportunities. Continue reading “Why we significantly hiked our cash position”
Profile: Stenham’s CIO on the strange persistence of hedge funds
Stenham Asset Management chief investment officer Kevin Arenson explains to Wealth Manager why hedge funds are making a comeback as investors increasingly look for genuinely alternative assets. Continue reading “Profile: Stenham’s CIO on the strange persistence of hedge funds”
Money-sinking supermarkets: Tesco has had a disastrous year. Can it recover?
The UK’s supermarkets were once investment darlings – but times have changed, and the supermarkets have been down on their luck. Are they still worthwhile investments? City A.M. talks to Ardevora’s Jeremy Lang and SWMC’s Stuart Mitchell about the sector’s prospects.
Continue reading “Money-sinking supermarkets: Tesco has had a disastrous year. Can it recover?”
An under-the-radar stock thriving in Europe
In this Alpha Sight update, Richard Pease, founder of CRUX Asset Management, discusses an under-the-radar European stock he believes will thrive irrespective of the economic trajectory. Continue reading “An under-the-radar stock thriving in Europe”
How much do The Young Ones of today need to save?
When it comes to savings young people should adopt the mantra of ‘ordinary things done consistently create extraordinary results’. Citywire Money speaks to Robert Gardner, co-founder of Redington and financial education organisation RedSTART, about how much Generation Y should be saving. Continue reading “How much do The Young Ones of today need to save?”