News & Views

Author: Luke Tribe

Big tobacco, big problem?

The sector was one of poorest performers in the FTSE 350 over the last six months after the US regulator the FDA (Food & Drug Administration), announced the start of…

What I learnt from Warren, Charlie and Terry

There are two investment events I try to watch every year. One is the Berkshire Hathaway AGM headed by arguably two of the most successful investors of all time, Warren…

Summer 2017 sector review: Utilities

Despite being known for its defensive qualities, Utilities were the worst performing sector in the FTSE 350 for the three months to the 30th of June. The weighted return for…

An introduction to Fama and French

No it is not a fashion brand. The work by Eugene Fama and Kenneth French is a method of describing stock market returns and identifying superior investment performance. It seems…

The Asset Management industry: a new resurgence?

This quarter we are closer to home with a look at recent events in the Asset Management industry, following news of mergers and acquisitions. Investors may see further consolidation to…

Return to growth? “All that glitters is not gold”

Following the election of Donald Trump as President, the financial markets have had a wave of optimism, which has seen the US S&P 500 index up 5% from election day…

Property post the Brexit vote: should I invest?

Much was made last year of the post Brexit liquidity pressures placed on open ended property funds. Following the shock result that the UK was to leave the European Union,…

Start early – the secret to successful investing

Paul Feeney, chief executive of Old Mutual Wealth recently talked about ‘Generation X’ and how they are delaying planning for retirement. Through YouGov they had conducted a survey of 30-45…

Global Economic Overview – Q3 2016

United States of America Interest rates were kept on hold in September but we view a rate rise in December as likely. The jobs market is showing signs of strength…

Well placed for infrastructure investment?

Following the Conservative party conference infrastructure spending is back in focus. Chancellor Phillip Hammond has outlined tight control on regular spending but is targeting greater infrastructure spending to reignite economic…