Asking the Right Questions
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,…
Canadians cast their vote in Federal Election…..
Canada is the latest country to hold elections, with Canadians casting their vote on Monday in the Federal election. After just returning from a trip to Toronto, it was impossible to escape the media coverage. Aside from the excitement of the Toronto Blue Jays…
The Fergie Factor – Insights from a Proven Leader
All Liverpool fans lament the day Alex Ferguson crossed the border from Scotland into England, joining Manchester United in November 1986 after a successful time as manager of Aberdeen. That same year Liverpool won the double, the league championship and FA Cup. The 1970s…
VW & “Maximising Shareholder Value”
Global equity investors have endured a difficult few months, amid concern about plunging commodity prices, the outlook for the global economy and the direction of US monetary policy. Against this uncertain backdrop, the confession from Volkswagen that they had used software to cheat US…
A Karl Pilkington Perspective on Central Banks
Those who have heard of Karl Pilkington probably know him as the guy in the TV show An Idiot Abroad. However, it was the podcasts with Ricky Gervais and Stephen Merchant (co-creators of The Office) in the mid-2000’s that earned him cult status, for…
Active Management: A Football Perspective
Trustee groups face a plethora of choice when implementing an investment offering within a pension scheme. 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…
Super-Thursday: Carney keeps the party going
Thursday marked the beginning of a new approach to monetary policy communications from the Bank of England (BOE), simultaneously releasing their decision on interest rates, the minutes from that meeting and the quarterly inflation report, which sets out detailed economic analysis and inflation projections…
Banking Inquiry and the Celtic Tiger Villain
Two well-known villains were back in the media last week, making headlines for different reasons. Lance Armstrong was in France to ride the Tour de France route as part of a charity race to raise money for leukemia research, while at home in Ireland,…
Retirement Planning Considerations Amidst the Market Noise
The headline news has been dominated by Greece over the last few months, the closure of Greek banks and pictures of queuing pensioners all adding to the sense of fear among ordinary investors planning for retirement. The uncertainty and the risk of contagion across…
Charlie Munger: Sage Advice from a True Great!
They say behind every great man is a great woman. Well sometimes behind a great man is an equally great man. In the investment world, such is the case with Warren Buffett and his business partner Charlie Munger, Chairman and Vice-Chairman of Berkshire Hathaway Corporation…
