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  1. July 12, 2013

    How to choose the right ETF

    In the US, exchange traded funds (ETFs) have revolutionised investment and are now widely owned by ordinary investors. Over...

  2. The World

    February 10, 2013

    The origins of the first world war, revisited

    The suggestion that the rise in tensions between China and Japan could lead to a world war is a grim one. So I hesitate to...

  1. August 31, 2012

    Ways to play rising volatility

    My forecasting ability is no better than that of the average investor, but I’m fairly certain about some things as we head...

  2. beyondbrics

    April 30, 2012

    Raven Russia: sticking to plan A

    Picture: Raven Russia Nobody ever said doing business in Russia would be easy, let alone for a London-listed company in the...

  3. April 5, 2012

    Asset-backed finance becomes a big ticket

    One of the most interesting phenomena of past few years is the rise of “alternative credit”. In the good old days, banks did...

  4. March 16, 2012

    Yields high enough to make you a convert

    Mention convertibles to most investors and they’d think you were talking about soft-top cars. But in the US, the reaction...

  5. March 9, 2012

    Will hedging iron out commodity wrinkles?

    I admit it. I am a bit of an energy bore. Over the past few years, I’ve been steadily building my exposure to oil equipment...

  6. February 24, 2012

    ‘Low variance’ Bric fund is well constructed

    Major equity markets seem to be in fine fettle, with small caps and other riskier stocks racing ahead. A semblance of life...

  7. February 5, 2012

    Movers & shakers: February 6

    ● Michel Haski has left Allianz Global Investors Europe, where he was chief executive and co-head of sales, to lead EMEA...

  8. January 27, 2012

    ‘Hybrid’ bond income called into question

    How far up the risk pyramid are you prepared to go, to earn a decent income on your capital? At the bottom of the risk...

  9. January 20, 2012

    Are trend funds the holy grail of investing?

    Are hedge funds highly idiosyncratic? Or can their investing strategies be copied by cheap index trackers? According to the...

  10. December 16, 2011

    Predictability is dividends advantage

    I’m going to end 2011 on a seemingly unadventurous note: talking about boring old dividends . . . but through a vehicle for...

  11. December 9, 2011

    Keep it simple and think local

    If you’re still seeking an explanation of global financial crisis and the subsequent painful deleveraging, there’s been no...

  12. November 25, 2011

    Themes have a place... in the short-term

    Have you heard about the new fad in the US? It’s called a social media tracker. But it isn’t some new smartphone app that...

  13. November 18, 2011

    Index tracker puts consistent dividends first

    In recent years, index tracker funds have become a mainstream investment choice both here and in the US – prompting a...

  14. September 22, 2011

    Quality in the eye of the beholder

    W hat does the word ‘quality’ mean to you? I ask because nearly every institutional investor I know has uttered a variation...

  15. September 10, 2011

    A crisis of laziness, not longevity

    From Mr Werner van Wyk. Sir, David Stevenson (“Stock market has nothing on pension crisis”, FT.com, August 26) writes on the...

  16. May 27, 2011

    With Our Backs to the Wall

    With Our Backs to the Wall: Victory and Defeat in 1918, by David Stevenson, Allen Lane, RRP£30, 736 pages Almost a century...

  17. February 20, 2011

    Skandia Best Ideas fund turnround after revamp

    One year ago, Skandia Investment Group’s Ryan Hughes, founder of the Best Ideas range, was struggling with a dilemma. The...

  18. January 28, 2011

    A cautionary tale of investing in China

    By David Stevenson “And so the saga of this troubled company continues.” Few letters to shareholders start with such...

  19. December 20, 2010

    FTSE 100 forecasts for 2011

    FT Money columnists, and special guest Mr Fox, with their predictions for the FTSE 100 in 2011. Kevin Goldstein-Jackson:...

  20. November 26, 2010

    Portfolio 101: Lesson 9 - Growth strategies

    There’s an old adage in the movie business that 9 in 10 movies in a studio’s portfolio of releases will lose money – but the...

  21. November 11, 2010

    Portfolio 101: Lesson 8 - Using stock screens

    Most sensible advice on investing tends to start with one simple idea – diversify your portfolio and wherever possible use a...

  22. November 5, 2010

    Absolute return funds – the truth behind the spin

    Averitable universe of investments in the retail arena has been built on a brilliantly simple idea: namely that absolute...

  23. September 10, 2010

    A battle plan to combat risk

    Paralysed by fear of what may happen in the future? Tempted into over-trading by the noise of the markets? Worried that you...

  24. July 16, 2010

    A queasy feeling over big pharma

    How adventurous is an investment in healthcare? Take pharmaceuticals companies, for example. Should they be regarded as...

  25. July 9, 2010

    Screen test will reveal companies with star quality

    Anumber of readers have e-mailed me over the last few weeks about my gnomic comments on “quality” dividend-paying stocks,...

  26. July 2, 2010

    Wind power has not been blown off course

    Over the past few years I’ve written frequently about the opportunities in the clean energy sector for adventurous types....

  27. June 18, 2010

    China (contd): the argument for disaster insurance

    This week, I’m going to conclude my musings on China with two very different takes on how to profit from the economic...

  28. June 11, 2010

    Chinese small caps still come with big risks

    If you read last week’s column about my trip to China, you might think that I’m enormously bearish about Chinese stocks....

  29. March 26, 2010

    David Stevenson: Why the farm shop idea is ripe for cultivation

    Irecently talked to an experienced professional investor who had just opened the latest statements from the managers of his...

  30. October 13, 2009

    David Stevenson: Progressive dividend players

    Tuesday 13 October, 2009 Here’s some more details from Morgan Stanley on the notes I mentioned in this week’s column. The...

  31. October 2, 2009

    Opposites attract, particularly now

    It’s not easy being contrarian. It never has been. Earlier civilisations treated Diogenes, Galileo, Columbus and their ilk...

  32. September 24, 2009

    David Stevenson: Trading at a discount

    Thursday 24 September, 2009 I keep receiving interesting notes on a column I wrote a few months ago on an alternative hedge...

  33. September 22, 2009

    David Stevenson: Similarities between China and Japan

    Tuesday 22 September, 2009: The highly individualistic research team at SG suffered a small blow earlier on in the summer...

  34. September 21, 2009

    David Stevenson: Back on T2

    Monday 21 September, 2009 OK so we’re back on T2 again and trying to draw all the threads together. That $250m of debt in...

  35. September 16, 2009

    David Stevenson: The risks of T2

    Wednesday 16 September, 2009: We’re back on the subject of T2 again today, this time running through the risks – in no...

  36. September 16, 2009

    David Stevenson: T2 Income fund

    Tuesday 15 September, 2009 OK in my column on Saturday I talk about the T2 Income fund – over the next two days I’m going...

  37. August 6, 2009

    David Stevenson: It’s busy at JPMorgan

    Thursday 6 August, 2009: I’m sure that if you read our venerable paper off line you’ll have seen that Braemer’s plans to...

  38. August 4, 2009

    David Stevenson: The alternative credit space

    Tuesday 4 August, 2009 I’ve mentioned in my column before that I sense one of the biggest opportunities over the next few...

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