Hot Topics

Does a deal for Greece end the torment?
The torment continues. The “will they won’t they” dance of the Troika and Tsipras has seen market optimism on an imminent deal Monday to market despair today as the Greek proposals do not go far enough. Here is a good synopsis from the FT Creditors say no (again)...
Is the US economy ready for rising interest rates?
The US economy and the path of interest rates have lost a bit of focus with the ongoing Greek debacle but it is interesting listening to and reading the miriad of commentaries on whether it is time to raise rates or whether it is too soon. The bottom line is that...
Excecution only investing is insufficient, huge underperformances active fund managers
Private investors are still not optimally served when they use execution only according to Jacques Berghmans. The huge number of underperformances by active funds is just unacceptable for investors. Therefore the only alternative is investing in ETF's like theMSCI-index....
Low number of stocks can create lower systematic risk
It's not per se needed to have a huge number of stocks in a portfolio to reduce the systematic risks. With having a low number of low correlated stocks it's according to Filip Weintraub from Skagen Funds also possible to create a lower systematic risk. Weintraub...
Investors should use longer investment horizons
Investors should focus much more on the long term then on the short term according to Filip Weintraub in an interview with Valuespectrum.com. Weintraub emphasizes the 3 U's that Skagen Funds uses. Bottom up investing is the dominant investment process for Skagen....
Innovative exposure to a cheaper oil price
Shipping is almost incomprehensibly vast and covers a myriad of sins. Just about everything is transported by sea - there are at least 20 million containers crossing the world at this very moment! Jamie Carter Threads All sorts of products are shipped and...
What to do when an investment ‘guru’ departs?
The word ‘guru’ comes from the Sanskrit meaning spiritual master, one who dispels darkness. It is also used to convey a sense of gravitas or weighty with knowledge. A guru is often put on a pedestal, pos-sessing special powers and insights. Even today our use of...
UK private healthcare sector poised for M&A wave
While healthcare M&A has been a major feature of global equity markets in recent years, one area noticeably overlooked by investors is the UK specialist care market. Montreux Capital Management managing partner Oliver Harris believes this is changing – with...
Demand surge for ITs masks accessibility problem
Investment trusts are on the rise. According to a recent report from the AIC, adviser purchases of investment companies on platforms have more than doubled since RDR. These are positive developments in terms of widening the asset universe. However, the surge in...
Argonaut’s top long & short plays within industries
Specialist European equity boutique Argonaut Capital believes corporate earnings – not quality or value – are the prime determinant of share price movement. The group says a concentrated portfolio of stocks with superior earn-ings momentum has been proven to outperform...
'Active share is crucial – not concentration'
Active share is a much more important component in gener-ating alpha than stock concen-tration, T. Rowe Price’s Scott Berg argues. Berg, manager of the group’s Global Growth Equity Fund, says putting the benchmark to one side is vital to extracting returns in today’s...
The rise of Asian tech
Information Technology has been one of the top performing global sectors in recent years – as compa-nies continue to cash in on major advances in themes such as mobili-ty, big data and automation. Last month, the tech-heavy Nasdaq index finally surpassed its previous...
Sell in May, still good idea?
For years it looked the financial anomaly ‘Sell in May’ was still resistant throughout the years. This phenomenon, also called the ‘Halloween Effect’ is about lower or negative returns in the stock markets from May till end of August. The saying is that investors...
‘Exciting’ Saudi opportunities as market opens in June
Saudi Arabia is pressing ahead with plans to open its stock market to foreign investors in June. Currently, non-resident foreigners, through swaps, only make up 1% of the market in terms of both value traded and percentage held. This is compared to 64% ownership...
Fundamental drivers more important than FX
While a stronger US dollar can be both positive and negative for the performance and profitability of individual US equities, we still be-lieve the overall asset class is poised to deliver attractive interme-diate and long-term returns. Typically, the negativeimpact...