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Nick Sudbury

Buying opportunity for CATCo Reinsurance Opportunities

Buying opportunity for CATCo Reinsurance Opportunities

5 mins. to read

We all know that we should aim for a well-diversified portfolio, but that is easier said than done given the high correlations between most of the main asset classes. The tendency for different securities to move in unison is particularly acute during a sharp market sell-off, which is precisely when you need your more defensive…

Revamped Alliance Trust has global appeal

Revamped Alliance Trust has global appeal

5 mins. to read

In December the Board of Alliance Trust (LON:ATST) announced plans to change its investment approach by appointing eight specialist equity managers with proven stock-picking skills. The new mandate is designed to improve the performance and is subject to a shareholder vote on 28th February. If the plans are approved the £3.1bn fund will give investors…

Investment trust picks for 2017

Investment trust picks for 2017

0 mins. to read

Looking back it is hard to believe that 2016 turned out the way it did. Even Mystic Meg would have struggled to predict Brexit and Trump and the impact they have had on the world’s financial markets. Forecasting is always a mug’s game, but analysing the recent performance and its influence on investor sentiment can…

Is this country the ultimate contrarian bet?

Is this country the ultimate contrarian bet?

4 mins. to read

There are plenty of financial forecasts knocking around at this time of year, but the most entertaining are the 10 deliberately outrageous predictions from Saxo Bank. These are intended to flag up the outlier events with the most potential to move the markets. You can read them all here. The one that caught my eye…