Global Investing

Gold offers double-edged shine

April 29, 2009

It was Goldman Sachs who famously predicted oil prices to reach $200 a barrel last year, but there are a school of bullish investors who forecast a substantial rally in gold.

Words matter less

February 6, 2009

Colin McLean, Managing Director of SVM Asset Management, has done striking research on how much positive spin corporates can put in their annual report.

How low will hedge funds go?

November 18, 2008

How bad will hedge funds’ year-end performance figures look?

According to Credit Suisse/Tremont, funds fell 6.30 percent in October after a 6.55 percent drop in September, taking losses for the first ten months to 15.54 percent.

Fund manager sees ‘once in a generation’ opportunity

October 21, 2008

rtx9qop.jpgStock markets have fallen so far that they now offer brave, long-term investors a ‘once in a generation’ opportunity, according to LV Asset Management’s Tom Caddick.

Going back to Quakers?

September 23, 2008

InvestorIn these troubled times, go back to basics.

Theo Zemek, AXA Investment Managers‘ global head of fixed income, says investors should adopt “Quaker investment policies” – sober and safe investment strategies that can be explained to their grandmothers.

Fund manager Insight’s parental problems

September 18, 2008

rtr220n7.jpgLloyds TSB’s acquisition of HBOS will give it a supersized asset management arm with over 200 billion pounds in assets, but this new funds powerhouse will nevertheless be born somewhat inadvertently.