Views

Bubbles Everywhere or Just the “New Normal”?

23rd July 2014

There has been a growing chorus of investors and pundits decrying bubbles in nearly every major asset class - rates, credit, equities, and even (once more) property.

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Size Is The Enemy Of Performance

1st July 2014

An article in yesterday’s Financial Times, entitled “’150 people’ will control UK funds”, underscores what has been common knowledge for some time - that the investment consulting industry has become increasingly concentrated.

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Active Management Under Fire

12th May 2014

Since Gatemore’s inception nine years ago, we have been advocates of using ETFs (exchange-traded funds) and other low cost options in traditional asset classes such as developed market equities, core fixed income and even some emerging markets.

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Are Commodities Coming Back Into Fashion?

28th April 2014

As evangelists of diversification, Gatemore has long allocated to commodities. We believe the asset class can offer uncorrelated returns while acting as a hedge against inflation.

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Consumer Opportunities in China

8th April 2014

Chinese equity investors have had a torrid year. Over the past twelve months, moderating GDP growth, continued fears over a credit “bubble,” and the beginnings of a bond market correction have driven Chinese markets down 9%.

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The Future Of Bulk Annuities

27th March 2014

Since the Chancellor’s budget came out last week, there has been much in the press on the imminent decline of annuity providers. In fact, over the past two weeks we have seen stock prices of the pure-play annuity providers get cut in half or more.

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Focusing On The Horizon

5th March 2014

As driving course instructors point out (without a hint of irony) – no one in their right mind would drive forwards by looking only in their rear view mirror.

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Don’t Sleepwalk into Fiduciary Management

16th January 2014

In an article in Engaged Investor Mark Hodgson comments on the changing face of the fiduciary management industry and warns against using traditional consultants and ‘all inclusive’ plans

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What can the ppf teach schemes about alternatives?

29th November 2013

Are there lessons for other pension fund trustees in the news that the £20bn government-mandated Pension Protection Fund (PPF) is embracing alternative assets? We think so.

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Products Du Jour

17th October 2013

A perennial feature of financial markets has always been their aptitude for innovation. After every crisis comes an inevitable wave of products promising a break with the old regime and a solution to the timeless tradeoff between risk and return.

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