Weekly Market Recap: W/E November 27th

Market Recap Many of the major equity indices moved marginally higher last week, but Chinese equity markets closed Friday on a sour note as the local regulator launched investigations into the practices of a number of leading Chinese brokerage firms. While there has been…

Society: Thoughts from the Week

Give thanks to our consumer society…. The major US equity indices were relatively flat in what was a holiday shortened trading week in US markets, with Americans ‘giving thanks’ on Thursday before splurging in the madness that is the Black Friday frenzy. There is…

Weekly Market Recap: W/E November 20th 2015

Market Recap Global equity markets ended the week sharply higher, while European government bond yields continued to move lower, as European Central Bank (ECB) President Mario Draghi upped the rhetoric on more action to reflate the Eurozone economy. Investors fretting about a possible US…

The Elusive Search for Alpha: Natural Enthusiasm

I have written recently about the importance of having a clear process in place for the evaluation, selection and monitoring of active investment managers. A well-defined process can help sidestep serial underperformers and shortlist managers actually worth considering. For those managers that make the…

Weekly Market Recap: W/E November 13th 2015

Market Recap Many of the major equity indices ended last week sharply lower, as some of the issues that caused the market sell-off in the third quarter came back to the fore. Economic data – a mixed picture from China, slower than expected Q3…

Active Investment Management: The Jose Mourinho Dilemma

Trustee groups I work with face a plethora of choice when implementing an investment strategy.  One important decision is whether to use passive or active investment managers. Passive managers simply look to replicate a particular index. For example, for broad exposure to global equities,…

Weekly Market Recap: W/E November 6th 2015

Market Recap Most of the major equity indices ended last week in positive territory, but the big move came in the bond markets with yields moving sharply higher. Helping to push yields higher was the much stronger than expected jobs data from the US…

Weekly Market Recap: W/E October 30th 2015

Market Recap The performance of the major global equity indices was mixed last week, with investors pausing for reflection in what has been an impressive month for returns. 

Retirement in the US looks good for the few

Last week, the Institute for Policy Studies in the US released an interesting report entitled “A Tale of Two Retirements”. The report looks at retirement assets in the United States, highlighting some thought provoking facts about the lack of pension provision across the population,…

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