Has the Chinese tech sell-off created a buying opportunity?
A crackdown by the Chinese authorities has sent the shares of some of its largest companies down sharply with trusts…
4 years ago
Nick Sudbury
Is the bond market giving a clear signal about inflation or is it too distorted to tell?
The key debate for investors is whether the increase in inflation is transitory or permanent, but using the bond market…
4 years ago
Going for a song: will changes to streaming affect the music royalty investment trusts?
A recent report by the Digital, Culture, Media and Sport Select Committee concluded that streaming needs a complete reset, an…
4 years ago
It’s not coming home – or is it: are we about to see the return of inflation?
The performance of the markets this year has largely been driven by the reflation trade, but the momentum seems to…
4 years ago
The best funds to invest in Russia
For many investors Russia has something of a pariah status, but the valuations have declined to such an extent that…
4 years ago
Polar Capital Global Financials: strong performance with more to come
The global financial sector has experienced a significant turnaround in the last few months, and if the economic recovery continues…
4 years ago
Three funds to profit from a sovereign bond market correction
A significant sovereign bond market correction is highly likely in the next three months. If it happens, it would also…
4 years ago
Utilico Emerging Markets: well-placed to benefit from the recovery in global growth
Investing in key infrastructure and utility providers offers a less volatile way to benefit from the long-term potential of the…
4 years ago
The fund managers and boards with the most skin in the game
There are few better guarantees that a fund manager or director is acting in your best interests than by having…
4 years ago
Taking the bull out of bullion: the truth about gold and silver
Gold and silver are the subject of market manipulation – or so the story goes - but what is the…
4 years ago