A flailing rand could help South Africa’s ailing mining firms

Rand awareness – the worlds of business and economics have a way of working themselves out says the Value Perspective’s Andrew Lyddon South African president Jacob Zuma’s newfound zeal for getting through finance ministers – somewhat reminiscent of the enthusiasm … Read More

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Investing in a fund on a large premium presumes good news must continue

By Ian Kelly Here on The Value Perspective we steer clear of making forecasts on the not unreasonable grounds that it is impossible to predict the future. As we have argued in articles such as Polls apart, if those who … Read More

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The only way to be sure of the future is to own a DeLorean and a flux capacitor

By Kevin Murphy 21 October 2015 – the day to which Marty McFly and Doc Brown time-travel forward 30 years in the second instalment of the Back to the Future trilogy – is finally upon us. In the run-up to … Read More

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Hit or miss – Do ‘target date’ funds introduce more investment risks than they counter?

By Kevin Murphy Building in a margin of safety may be an integral part of value investing – as we noted most recently in Eyes front – but one also sees plenty of instances of it in everyday life. Most … Read More

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Less is more – The way financial data is presented can affect people’s investment choices

By Andrew Lyddon The founding fathers of behavioural finance hail from two disciplines – psychology and economics. The biggest name from the former group is arguably the Nobel laureate Daniel Kahneman, who has often featured here on The Value Perspective, … Read More

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Pulp friction – The tech sector feels like investors have made a date to meet up in the year 2000

By Andrew Evans Your house was very small, with wood chip on the wall. When I came round to call, you didn’t notice me at all. I said, let’s all meet up in the year 2000. Won’t it be strange … Read More

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Not even China’s woes can knock 2015’s M&A boom off-track

By Andrew Williams It has only been a month since we last wrote about the significant increase in merger and acquisition (M&A) activity in 2015, suggesting in Get your coat that this was perhaps not the unalloyed good news some commentators … Read More

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Should we believe in unicorns? Are unlisted businesses really worth their valuations?

By Andrew Evans Back in the Middle Ages, it was widely believed unicorn horns had the power to heal the sick and make poison water drinkable, which ultimately led to specimens changing hands for huge sums of money. Since unicorns … Read More

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Sneaking up – Has banking’s recovery taken so long the market has stopped paying attention?

By Nick Kirrage When it comes to the banking sector, have investors become like the frog in the pan of slowly-heated water – only with, potentially, a much more upbeat ending? The thought has occurred in the wake of our … Read More

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Robust Bank Story – How far down the road to recovery are Lloyds and RBS?

by Andrew Lyddon Believe it or not, there was once a time when you could make an upbeat comment about a UK bank and people would not bat an eye yet in recent years, of course, it is considered deeply … Read More

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