Enter the Twilight Zone and the buying opportunity of a lifetime 08:00 GMT Very few UK-based investors have probably heard of David Iben, the founder of Tampa-based Kopernik Global Investors LLC and the manager of the Kopernik Global All-Cap Fund. Nonetheless, “The Twilight Zone” his latest commentary on global markets certainly provides an antidote to the “investment outlooks” that tend to dominate the financial media.
Asia is compelling despite ongoing divide in opinions – Liontrust 28/01/2015 Asia continues to divide opinions, but specialists at Liontrust have strong belief in the region, which “offers compelling combination of decent yield, relatively low valuations and decent growth,” according to Mark Williams, manager of Liontrust Asia Income Fund.
Peering into 2015 21/01/2015 Nancy Curtin, CIO of Close Brothers Asset Management, takes a look at what 2015 has in store and how to react.
Value investing – an outlook 20/01/2015 The tail end of 2014 saw the median US stock stand at an all-time valuation high. As more and more investors chased equity income and seeking ‘value’ became the norm, one-time ‘cheap’ stocks began to look increasingly expensive.
The European dilemma – an investment opportunity or not? 19/01/2015 The upcoming Greek elections threaten to destabilise the Eurozone one again: The left-leaning anti-austerity party Syriza is currently ahead in the polls, and, if elected, may force Greece’s withdrawal from the Eurozone. The Eurozone was already battling with a stubborn deflation problem and looks set to turn (finally) to quantitative easing to address it over the next few months.
A behavioural take on forecasting investment returns 15/01/2015 The FTSE 100 fell by 2.53 percent on 14 January, the third time it has moved by more than two percent in nine days of trading during 2015. Stock markets elsewhere have experienced similar volatility.