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    1. 14 hours ago

      Investors hope for holiday after testing July

      Investors could be forgiven for feeling they deserve a summer holiday. Over the past month financial markets have been...

    2. 22 hours ago

      Time to kill off unfair pension schemes

      “We expect the death of executive pensions by April next year.” Thus the prediction from Mark Jackson of actuaries Lane...

    1. July 28, 2015

      China stems equity rout with state buyers

      State-directed investors, known collectively in Chinese as “the national team”, piled into Chinese equities on Tuesday...

    2. July 27, 2015

      S&P 500 needs stronger company commitment

      The bumpy recovery in domestic consumption is helping support US stocks in the face of more limited room for progress...

    3. July 13, 2015

      Social impact bonds need help to fulfil their potential

      A loss of $7.2m will hardly sting Goldman Sachs, which earned $8.5bn last year, or Michael Bloomberg, the billionaire...

    4. July 8, 2015

      A performance-linked model for fund fees

      How should we pay fund managers? At present, we pay them too much, to do the wrong things. But even the least...

    5. July 6, 2015

      Tied up in knots over multi-asset investing

      It is tempting to think fund managers can make better decisions about which asset classes to hold, and in what...

    6. July 1, 2015

      Independent UK wealth managers pick up younger clients

      Independent wealth managers are sweeping up younger affluent customers who are being rejected by larger rivals, as the...

    7. June 29, 2015

      A boot camp for billionaires anxious to stay ahead

      It is an overcast morning, and about 20 casually dressed men and women are standing on a terrace enjoying a break from...

    8. June 24, 2015

      Bondification is proving the new big investment idea

      Bondification. It is what passes for the latest big idea in investment. That is a key finding in the latest round of...

    9. June 19, 2015

      Private client wealth managers shun moderately rich

      Six-figure sums may no longer be enough to win the services of a wealth manager as the merely affluent find the doors...

    10. June 19, 2015

      How to pick a wealth manager

      Since ancient Roman senators hired financial advisers to lend out their money, people with wealth have needed someone...

    11. June 18, 2015

      Asset manager calls for greater regulation

      The asset management industry should accept more regulation to counter rising concerns over deteriorating bond trading...

    12. June 17, 2015

      British millionaires trail rivals in global poll

      Britain lagged behind the rest of the world in creating millionaires last year, research has found, as political...

    13. June 17, 2015

      Active managers must prove their worth

      Is there any way to tell in advance which investment funds will perform best? And do the funds that most differ from...

    14. June 14, 2015

      ‘Pedigree: How Elite Students Get Elite Jobs’ by Lauren Rivera

      Every winter, hundreds of young American football stars from the nation’s colleges descend on Indianapolis for the NFL...

    15. June 10, 2015

      Goldman Sachs raises $1bn fund for private company investments

      Goldman Sachs has raised more than $1bn from its wealthy individual clients for a fund that will invest in fast-growing...

    16. June 10, 2015

      Political risk lowers appetite for infrastructure deals

      A so far little-noticed case that has just begun its journey through the Spanish court system could end up delivering a...

    17. June 9, 2015

      Top UK earners warned over expected pension tax relief changes

      Top earners are being urged to put as much into their pensions as possible ahead of expected changes in the Budget that...

    18. June 1, 2015

      The gap between aspiration and reality for investors

      Let us explore the gap between aspiration and reality, where fortunes are made and lost. We will get to one of the more...

    19. 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...

    20. 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...

    21. 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...

    22. 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...

    23. 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...

    24. 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....

    25. 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...

    26. 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...

    27. 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...

    28. 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...

    29. 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...

    30. 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...

    31. 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...

    32. 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...

    33. 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...

    34. 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...

    35. 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...

    36. 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...

    37. 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...

    38. 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...

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