12 takeaways from the Morningstar Annual Investment conference
19 June 2019

12 takeaways from the Morningstar Annual Investment conference

Over 30 years working in the City and my thirst for knowledge today remains as great as it was on my first steps into the financial markets.

Robotaxis are the future of the car industry
17 June 2019

Robotaxis are the future of the car industry

The sound and the fury about the recent initial public offering of Lyft and Uber’s incipient debut on the stock market masks a more profound shift in how taxi services will function in the future.

Looking Back at the Credit Crisis and the 1,2,3 Banking Model
13 June 2019

Looking Back at the Credit Crisis and the 1,2,3 Banking Model

I am in the process of transferring into the office some of my investment related books. Within the pile, I came across a couple of books which I had purposely set aside unread. 

Don't Panic!
11 June 2019

Don't Panic!

Imagine a life without uncertainty. A life when we know from the day we’re born the day we’ll die, and the days our parents, brothers, sisters, friends will die.

Winning by not losing
22 May 2019

Winning by not losing

HC Verbatim Portfolio Growth co-fund manager, John Husselbee shares his views on current global market events.

Focus on Funds
20 May 2019

Focus on Funds

The Q1 edition of Focus of Funds, our Quarterly Investment Report, is designed to provide you with the tools you need to keep up to date in the world of investments and the performance of the Verbatim investment solutions.

Preparing for an Asia ex-China investment world
20 May 2019

Preparing for an Asia ex-China investment world

Although less than 20 years in, predictions of a ‘Chinese century’ are already coming to fruition as the country is poised to overtake the US as the world’s top economy as early as next year.

Engaging in AIM
15 May 2019

Engaging in AIM

A number of differences make it cheaper and usually less onerous for a company to list its shares on AIM rather than the main market. Financial reporting, for example, need not be as detailed or timely, while corporate governance standards are less stringent, including the need for shareholder approval for certain transactions.

Rather a buyer than a seller be?
13 May 2019

Rather a buyer than a seller be?

New research from the US suggests that while fund managers often display clear skill when buying stocks, their track record on selling is much weaker and could potentially be damaging long-term returns.

When things get messy (MSCI)
09 May 2019

When things get messy (MSCI)

In the fourth of a series of five articles, Ronan Kearney Responsible for Fund Structure and Governance on the Verbatim Investment Committee, examines emerging markets investment assumptions that many professional fund managers and advisers take for granted.