investment

Industry Voice: As a contrarian, the unrelenting negativity that investors are demonstrating towards UK equities is making me feel more and more positive on their prospects for 2019. It might be counterintuitive to think that the UK market could be among...

Joined on 1 November

With effect from 15 December

NN Investment Partners' Robert Davis asks if the market has fallen in love with the 'story' at the expense of remembering valuations.

First major investment since 2015

Rebellions at FTSE 250 companies soar

Funds with AUM of €10m at 'high risk' of liquidation

Having met a number of clients recently, it is interesting to observe that views are fairly consensual - significant bearishness on bonds (so significant as to encourage a contrarian to be long bonds?), nervousness about equities (although fully invested...

Pictet Asset Management's Tomás Pinto

Joining from Asian boutique