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    1. May 21, 2015

      Demand for infrastructure assets raises risks

      Londoners sometimes say they are off to spend a penny when nature calls. The going rate may be somewhat higher by the time...

    2. May 20, 2015

      Hargreaves: Pensioners acting ‘sensibly’ despite freedom to spend

      Fears that British pensioners would raid their savings pots after the government gave them greater freedom to manage their...

    1. May 18, 2015

      Record S&P 500 challenges seasonal dictum

      The S&P 500 started the week at another record. Halfway through the month any equity bull who was tempted to “sell in May...

    2. May 18, 2015

      Winners and losers in bond fund fallout

      Preparing for an era of rising interest rates involves more than reducing exposure to fixed income or limiting the duration...

    3. May 13, 2015

      Picasso is not just a valuable abstract

      When a group of wealthy investors compete with each other to buy an asset, surely they have a clear idea of its financial...

    4. May 12, 2015

      Frontier investor Mohammed Hanif: bored by ‘normal’ markets

      Every time Mohammed Hanif finds himself in Heathrow Terminal 3, he steadies his eyes on the floor outside WH Smith. Nearly...

    5. May 8, 2015

      European bond and share funds hit by outflows

      Rising oil prices and a strengthening euro prompted investors to pull substantial amounts of money out of eurozone bond and...

    6. May 6, 2015

      Case for indexing is weaker for bonds

      There is no need to rhapsodise further on the symbolism of this week’s news that Pimco’s Total Return fund, for many years...

    7. May 5, 2015

      Exchange traded funds global assets reach $3tn

      Enthusiasm for exchange traded funds has propelled the global market beyond $3tn in assets, highlighting how investors...

    8. April 30, 2015

      Cash levels grow as funds wait to deploy

      It does not pay a dividend or a decent savings rate — but cash is the flavour of the moment for some bearish investors as...

    9. April 29, 2015

      Stock valuations are no help in timing trades

      How can we value the stock market, and how can we time our entrances to it and exits from it? And are these questions...

    10. April 23, 2015

      Nasdaq surpasses its dotcom boom record

      The Nasdaq Composite closed in record territory on Thursday, completing a 15 year recovery from one of the most spectacular...

    11. April 22, 2015

      Investor returns are all about the timing

      Timing the market is difficult. Our emotions make it even harder to get right. As a result, most of us — particularly retail...

    12. April 19, 2015

      Towry to launch online services

      The chief executive of Towry, the acquisitive wealth manager and financial planner, says the group is close to launching...

    13. April 16, 2015

      Investors lose out as interests conflict

      When Goldman Sachs floated a Business Development Company in March, it was motivated by two compelling trends. The first...

    14. April 15, 2015

      The case for active management weakens

      Can active equity managers log better performance by being more active? An influential study published six years ago...

    15. April 14, 2015

      Hargreaves Lansdown co-founder steps down

      Few people can match the impact on British wealth management of Peter Hargreaves, who on Tuesday announced that he would...

    16. April 8, 2015

      Active managers have no excuse for poor performance

      As I have told readers of this column many times, active equity managers are having a horrible time. That is in part because...

    17. April 5, 2015

      China commercial lenders expand investment banking operations

      Do not tell Jamie Dimon — who warned he “wouldn’t want to see the next JPMorgan Chase be a Chinese company” — but universal...

    18. April 3, 2015

      Four financial questions for foamy markets

      Happy Easter, and happy Passover. As Christians celebrate Good Friday, and Jews hold their first seder to commemorate the...

    19. March 19, 2015

      Nasdaq is a different beast in 2015

      Fifteen years ago “Who Let the dogs Out” by the Baha Men rippled across the airwaves, The Sopranos was cultivating a new...

    20. March 17, 2015

      Asset managers cut exposure to US stocks

      Global asset managers have reduced their portfolio exposure to US equities to the lowest weighting since the start of 2008...

    21. March 16, 2015

      Living to lament the end of annuities

      “Don’t it always seem to go that you don’t know what you’ve got till it’s gone” Joni Mitchell’s lyrics could turn out to be...

    22. March 15, 2015

      Credit Suisse and UBS hit by change in wealth model

      Sergio Ermotti, chief executive of UBS, is nicknamed George Clooney, the Hollywood actor, by some of his junior staff due to...

    23. March 13, 2015

      Dollar drives emerging market gloom

      At the end of last year the world’s oldest international financial organisation made a dire prediction. If the dollar...

    24. March 11, 2015

      Incentives favour short-term investment focus

      Long-termism is good for you. Investors and corporate executives are far too focused on the short term, with results that in...

    25. March 6, 2015

      US corporate profits set for second straight quarterly fall

      Profits for US companies are expected to decline over two consecutive quarters for the first time in six years as analysts...

    26. March 4, 2015

      Fees matter more than asset allocation

      Asset allocation: why bother? Investors have long grasped that diversification between different sectors and asset classes...

    27. March 2, 2015

      Nasdaq hits 5,000 after 15-year gap

      After an absence of 15 years, investors briefly watched the Nasdaq Composite trade above the fabled 5,000 threshold on...

    28. February 27, 2015

      FTSE 100’s record — fact versus fiction

      Westlife’s “I Have a Dream” topped Britain’s music charts at the end of 1999. It would have been more appropriate for the...

    29. February 27, 2015

      Investors cut UK equities over election worries

      A growing number of multi-asset fund and wealth managers are reducing holdings of UK equities amid concerns about the...

    30. February 27, 2015

      Shares’ long-term lustre outshines gilts

      If the crises of the past seem less ghastly than those of the present, it is because we know what happened next. The world...

    31. February 25, 2015

      Big investors need to take more risk

      The effective mobilisation of savings is vital to provide retirement income for the rapidly ageing populations in a growing...

    32. February 18, 2015

      Buying ‘market truths’ pays, but not impressively

      Some investing truths are universal and self-evident. One of the most enduring is: never put cash into funds that have...

    33. February 17, 2015

      Lenlyn prepares sale of Raphaels Bank

      Family-owned Lenlyn Holdings is preparing to sell one of Britain’s oldest private banks but is shelving plans to offload...

    34. February 9, 2015

      Asian cities attract more overseas money than Switzerland

      Clampdowns on bank secrecy in Europe and a proliferation of billionaires in Asia helped Hong Kong and Singapore attract more...

    35. February 8, 2015

      Consolidation surges in UK wealth management

      Pricing pressures, low interest rates and additional regulation have combined to prompt consolidation in the wealth...

    36. February 6, 2015

      Wealth manager Seven to explore sale

      The owners of Seven Investment Management have hired investment bank Evercore to explore a potential sale of the business,...

    37. February 4, 2015

      Why S&P 500 can reach the 3,000 level by 2020

      We are working through a curious period in financial history during which neither capital nor labour has pricing power....

    38. January 26, 2015

      Small can be beautiful but quality is key

      “Small ones are more juicy,” ran the jingle for Outspan oranges in the 1980s. Whether this is true for citrus fruit, or...

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