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Martin Currie confident for equities H2
Michael Browne, Portfolio manager, European long/short at Martin Curry (a Legg Mason affiliate) Michael Browne It has been an eventful year so far for European equities with some tangible signs of recovery alongside political and economic upheaval. Against...
Stocks getting expensive but dividends remain attractive according Martin Currie
Interview with Alan Porter, Global equity income at Martin Currie (Legg Mason) It has been an eventful, but largely positive, year so far for global equities. Against a backdrop where a number of macro factors have continued to drive global market sentiment,...
Sovereign Debt Restructuring: The Greek Challenge
In contrast to the usual great memories spent on the Mediterranean, this July will rather be remembered in a less sunny manner. It will go down in history as the first time that the irreversibility of the European Union's evolving monetary union,the Eurozone, was...
Court ruled in filing of Euronext versus BinckBank/TOM
Today the District Court of The Hague ruled in the case Euronext N.V. and Euronext Amsterdam N.V. ("Euronext") filed against TOM Holding N.V., TOM Broker B.V., TOM B.V. and BinckBank N.V. (BinckBank). The Court awarded a number of claims of Euronext. BinckBank...
Managers bullish on contrarian supermarkets – just not in the UK!
The UK’s traditional supermarket giants are continuing to come under tremendous pressure, as the increased price competition from low-cost peers shows no signs of easing. Research from Markit earlier this month clearly shows the strain investors are puttingthe...
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...