Why it’s dangerous to expect too much from your investments

Warnings on falling investment returns periodically rear their ugly heads in this industry (and are often overly pessimistic!), so why have people been focusing on a recent report from McKinsey forecasting “substantially lower” returns on both stocks and bonds over the next 20 years*? The report purports that the past roughly 30 years (from 1985 […]

21 June 2016 by Darius McDermott

insight

Read More...

Can investing in the US still come up trumps?

This time three years’ ago, US equities were going from strength to strength. The market had risen steadily since its 2009 trough and investors were jumping in with the kind of enthusiasm usually reserved for a plate of spare ribs or a slice of key lime pie. Nowadays, the S&P 500 (the US’s main share […]

16 May 2016 by Darius McDermott

insight

Read More...

How to find the best fund manager – the best lose less to gain more

20 April 2016 by Darius McDermott

Investing Strategy

How do you find the best manager? As Jupiter’s John Chatfeild-Roberts pointed out at an event he hosted last week, finding fund managers is not a science, it’s an art form. But, according to John, the good ones all share similar traits: they have a resilient, repeatable and water-tight process; a cool temperament; a focus […]

Read More...

Income diversification: Are emerging market bonds worth a look?

At their best, emerging markets can offer access to a basket of high growth economies with favourable demographics, geographic diversity and returns that potentially far outpace many developed markets. The most famous cluster of emerging markets, the BRICS, comprises Brazil, Russia, India, China and South Africa – although the investment landscape is much broader than […]

26 February 2016 by Darius McDermott

Debt Uncategorized

Read More...

Technology investing is changing to capture the next growth phase

Investing in technology no longer means finding the next Facebook while its founder is still working in a garage and wearing tracksuit bottoms. Industries including healthcare, energy and manufacturing are delivering the next wave of digital disruption. As with the more ‘traditional’ tech investing (if such a term exists), innovation and invention remain key drivers. […]

28 January 2016 by Darius McDermott

Technology

Read More...

Five reasons European markets could beat the US in 2016

The US market has been a great place to invest since the financial crisis began in 2008. It has  outperformed Europe in six of the past eight years. From 1st Jan 2008 until now, the European market is up just 17.39% compared with a rise of 107.9% in the US. A remarkable difference. However, the […]

23 December 2015 by Darius McDermott

News

Read More...

US companies are raising dividend payments and more firms are getting the divi habit

It’s a well-known fact that it’s difficult to find a good, actively-managed US equity fund, which consistently outperforms the index. It’s even more difficult to find a good US equity fund that produces a decent yield. Most struggle to pay 2%, which is approximately half the amount of many UK equity income funds. Why is […]

19 November 2015 by Darius McDermott

News

Read More...

Not just for gap year students – Is Vietnam now a destination for investors’ cash?

In the third and penultimate blog in my mini-series on frontier markets, I will be looking at Vietnam – a country many still think of in terms of its eponymous war with the US in the 1970s, or the destination of choice for ‘gap years’, rather than as an investment opportunity. However, for many reasons, […]

26 October 2015 by Darius McDermott

News

Read More...

What are the reasons to invest in Poland?

In the second of my mini series on frontier markets, I’m taking a look at Poland. It might come as a surprise to some people that Poland is still considered to be an emerging market, let alone a frontier market. It’s the sixth largest economy in Europe, has low levels of public debt and has […]

22 September 2015 by Darius McDermott

News

Read More...

Is Iran the next opportunity for emerging market investors?

With China imploding, Latin America in heavy decline and Russia seemingly on a path of global exclusion, the emerging market growth of yesterday is looking increasingly unattractive. So where could emerging market managers turn to now, what is the next generation of countries to move into the investment spotlight? In the first of a new […]

25 August 2015 by Darius McDermott

News

Read More...
1 2 3 4 5