Crystal Balls, Yield Curves & Old Folk

Arguably the greatest challenge that faces fund managers, those who give investment advice and investors alike is to correctly assess the strength and direction of the global economy and stock markets. Get those calls right and it should be evident whether to adopt a cautious or adventurous investment strategy. Good asset allocation will then follow. Currently that question is very …

Lions, £50 Notes, Bitcoins and the Yield Curve

I came away from a lunchtime investment seminar in Brighton on Thursday with lots of thoughts, a pack of fund brochures and a cuddly toy – a lion. No surprise perhaps since the company hosting the event was Liontrust Asset Management. They are a relatively small independent and respected fund manager with strong investment returns. Presenting was head of multi …