It has been a strong year for BlackRock World Mining (LON:BRWM) with a NAV return of 24% in 2017. The performance has been driven by the pick-up in global economic growth, and sentiment towards the fund is finally starting to improve after a significant write-down in 2013 dented investor confidence. If the economic recovery continues…
For many fund managers, the arrival of January means primarily one thing: the latest investor conference from the Société Générale team of perma-bear analysts, led by Albert ‘Ice Age’ Edwards. In fact, this description is somewhat unfair, given that Albert’s two bearish partners in crime, James Montier and Dylan Grice, have both gone on to…
Insilico Medicine, a Baltimore-based company specialising in the application of artificial intelligence for drug discovery, biomarker development, and ageing research has announced it will partner with Master Investor at the annual Master Investor Show. The event will take place on Saturday, 17th March, 2018 at the Business Design Centre, London. Around 5,000 private investors will…
I spent the bulk of Friday last attending Bob Catto and Jeremy Lyon’s old boys’ luncheon club, located on this occasion at the Naval Club hired by Hobart, their employer. I describe the boys as old boys given that the minimum age of those attending seemed to me to be at least 70. This was…
The last decade has been a rollercoaster ride for investors in the oil and gas industry. Just under ten years ago, the oil price peaked at $158 per barrel before falling sharply to trade at less than one-third of that level. A recovery in the period 2009-2014 was undone by a glut of supply. This…
The eurozone is humming with robust synchronised growth, right? So why has the biggest Wall Street hedge fund shorted European markets to the tune of $22 billion? A very big short Last week CNBC revealed that Bridgewater Capital, a Wall Street hedge fund with $160 billion under management, had taken out short positions on European…
Central and Eastern Europe’s second most liquid stock market added to Main Stage speaker line-up for Master Investor Show 2018 The Budapest Stock Exchange (BSE) has chosen Master Investor Show to make its first ever appearance at a UK retail investor event. London’s Business Design Centre will host the 16th annual Master Investor Show on Saturday…
The way the markets have started 2018 suggests that we have entered a new phase of heightened volatility with plenty of downside risk. Investors who are uncomfortable with this environment may want to protect their capital by increasing their exposure to some of the more defensively positioned funds. These use a variety of strategies to…
In 2017 global emerging markets stocks and currencies posted their best return since 2009. And even after this robust performance emerging markets continue to offer attractive investment opportunities as economic growth outpaces the developed world in 2018 (4.9% vs 3.3% forecast growth this year (Shroders)), current account deficits improve, political volatility moderates and structural reforms…
One of the global leaders in investor relations communications, Orient Capital, is to collaborate with Master Investor Show as Main Stage Webcasting Partner – extending the reach of the event to a worldwide audience of corporate investors. Taking place on 17 March at the Business Design Centre, London, the event’s Main Stage line-up will include…
