Category Archives: Investing

By Nick Kirrage.

As banks all over the world slash jobs, we ask ourselves – will this produce more streamline firms ready to generate significant profits, or a sign of the poor outlook for the sector? Unfortunately, stifling regulation repressive and a false … Read More

Green funds, social funds, ethical funds, socially responsible investing, sustainable and responsible investment. Call it what you will, but investment processes that take into account environmental, social and government issues have been around for many years. How have they evolved … Read More

Of all guilty pleasures, nothing matches saying – “I told you so”? I said: So when you see a headline like oil prices fell below the psychologically significant $100 a barrel level for the first time in six months, particularly … Read More

By Nick Kirrage. Finding long-term data on market volatility can be tricky – for example, the commonly used Volatility Index or ‘VIX’ was only introduced in 1993 – so that makes the chart below doubly interesting. First, it charts the … Read More

By Nick Kirrage. Investors these days are nervous, and with the amount of dispiriting macroeconomic news being generated on the other side of the English Channel and indeed on the other side of the Atlantic, that is understandable. Yet, as … Read More

Over the last few days we have seen a tremendous amount of volatility in the markets, epitomising the lack of clarity with which many investors have struggled. The contagion continues to spread as we hear rumours of a possible downgrade … Read More

By Nick Kirrage. Firm as our convictions may be about the advantages of value investing, and which the academic evidence proves, we are still aware of some pitfalls that can catch out the unwary. For example, it is possible to … Read More

And Outsourcing Oversight Only a handful of bankers or brokers have been indicted for criminal actions during the frenzy that led up to the credit crisis, and yet there is widespread agreement that hundreds if not thousands are to blame … Read More

By Nick Kirrage. In articles such as Capacity benefit and Between the sheets, we have argued that, despite the gloomy headlines about the high street, we believe there is a significant amount of potential upside in the UK retail sector. … Read More