Thematic focus: Evolving consumption
18 April 2019

Thematic focus: Evolving consumption

Our evolving consumption theme is a huge and ever-changing global source of investment opportunities. The diversity of change within this area, which represents about 70% or so of global economic activity, is enormous.

Long distance relationships
17 April 2019

Long distance relationships

When looking at the US market for investing, there are plenty of opportunities to consider. Key market indices far outstrip the total value of the UK market, and there are several possible configurations to assess.

Consistency is overrated
16 April 2019

Consistency is overrated

Over more than 30 years analysing fund managers across the world, one of the most important lessons I have learned – and a key mantra behind our multi-asset approach – is that consistency of performance is close to impossible over any decent timeframe.

Dunn's Law – more fuel for the active/passive fire?
05 April 2019

Dunn's Law – more fuel for the active/passive fire?

Despite peace-making attempts by investors pushing the case for a blend of active and passive funds in a diversified portfolio, the so-called Great Debate rumbles on.

Setting up Home
01 April 2019

Setting up Home

In the second of a series of five articles, Ronan Kearney Director at Osprey Capital and responsible for Fund Structure and Governance on the Verbatim Investment Committee, examines some of the investment assumptions many professional fund managers and advisers take for granted.

How to avoid FOMO investing
29 March 2019

How to avoid FOMO investing

Politically speaking, recent years have been among the most divisive and volatile in decades – with Brexit, Donald Trump taking the White House and a swathe of populist parties wining power around the world.

Asian life insurance: an opportunity too big to miss?
22 March 2019

Asian life insurance: an opportunity too big to miss?

After a tumultuous end to 2018 and more of the same so far this year, investors will not need to be told that volatility is firmly back on the agenda. John Husselbee, our Portfolio Growth Co-Fund Manager shares his views on current market volatility.

Volatility
20 March 2019

Volatility

After a tumultuous end to 2018 and more of the same so far this year, investors will not need to be told that volatility is firmly back on the agenda. John Husselbee, our Portfolio Growth Co-Fund Manager shares his views on current market volatility.

Playing Footsie (FTSE)
18 March 2019

Playing Footsie (FTSE)

In the first of a series of five articles, Ronan Kearney Director at Osprey Capital and responsible for Fund Structure and Governance on the Verbatim Investment Committee, examines some of the investment assumptions many professional fund managers and advisers take for granted. He raises the questions: Are these investment assumptions justified? Or are there potentially alternative approaches to asset allocation and portfolio construction that could better serve the financial community?

Diversification is key to managing central bank uncertainty
13 March 2019

Diversification is key to managing central bank uncertainty

For much of the current decade, all the main asset classes have been rising. Between September 2010 and September 2018, UK shares rose by more than 90%, commercial property more than doubled, corporate bonds gained more than 50%, and even low-risk government bonds rose by more than 40%.