China's green electricity revolution
20 August 2019

China's green electricity revolution

China’s going to need a lot more electricity. The good news is that this boosts the renewables sector and other potentially fast growing opportunities. The bad news is that Chinese companies remain hard to invest in, chiefly because they fail to achieve levels of governance we would find acceptable.

The Importance of Independence
14 August 2019

The Importance of Independence

The biggest investment story of the second quarter of 2019 is one of failure.  Once again investors have been dealt a blow by a small group of individuals operating in the financial services industry who have forgotten the fundamental function of their profession. Customer service. 

Filtering the market
12 August 2019

Filtering the market

By John Husselbee, Co-Fund Manager HC Verbatim Portfolio Growth Funds

When building managed portfolios and looking to diversify by blending funds, one of the key tasks is to make sure you are not simply replicating the market at greater cost.

Focus on Funds
12 August 2019

Focus on Funds

Our Quarterly Investment Report is designed to provide you with an independent and transparent view of our quarterly fund performance. It includes valuable commentary from our industry leading fund managers, as well as an in-depth analysis on the many different contributors to the performance of each of our portfolios. 

A view from the boundary
09 August 2019

A view from the boundary

Never one to miss a chance to bring a sporting element to our columns, we have used the recent World Cup hosted by England and Wales – and won in nail-biting fashion by England – to have a look at the similarities between investment and the world of cricket.

Revisiting passives
17 July 2019

Revisiting passives

Neil Woodford’s troubles continue to cast a long shadow across the investment industry, giving fresh fuel to the increasingly strong pro-passive lobby.

How to invest in China's corporate landscape
15 July 2019

How to invest in China's corporate landscape

China is a land of opportunity – and limitations.

It has over 5,000 listed companies with a market capitalisation of $11 trillion.

Waiting for a star to fall?
12 July 2019

Waiting for a star to fall?

Star manager culture remains a divisive topic in the investment world, with recent criticism claiming hero worship of certain individuals has given them too much leeway and indulgence.

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.