Manager Selection In A Low Growth Environment (Value Creators)

Gatemore in a minute: Value Creators

Gambling On The Pound

Anybody willing to wager on Brexit? We now know the date of the referendum and expect to see Boris and Dave throwing a myriad of statistics at us on the impact of our decision.

Tis the Season for Prognostications – Buyer Beware

It's that time of year again, when prognosticators - the so-called "experts" in a given field - take stock and give us insight into what we should expect in the coming year.

Stumbling Giants

Look out for George Cadbury’s Stumbling Giants article on Pensions Management Institute, where you can also download the PDF version.

The ‘Perverse’ Investment Consulting Industry

An article in FTfm yesterday entitled ‘Perverse’ consulting sector slammed highlights the anti-competitive practices of the big three consultancies and the resulting damages caused.

MLPs: Has the Baby Been Thrown Out with the Bathwater?

Until about a year ago, investors were clamoring to invest in Master Limited Partnerships (“MLPs”). These companies, which engage in the transportation, storage, processing, and production of natural resources, stand to profit from the energy renaissance taking place in the U.S.

The Endowment Model Still Works

Yale’s investment office, the progenitor of the formerly ballyhooed and more recently maligned “endowment model,” recently released results for their fiscal year 2015, which ended on 30th June.

Fundamentals for the Long Term

Sometimes even Cassandra catches a break. Two years ago we warned of the dangers of ‘risk parity’, an investment approach balancing portfolio allocations by risk before leveraging up the result, and with recent market stress it has been back in the headlines

Why We Are Optimistic

Unless you spent the last weeks of August languishing on a remote island, disconnected from the world (which some of you actually might have been), you are aware of the recent spike in market volatility