Jeremy Hall, manager of the Ignis International Cartesian UK Enhanced Alpha fund, says that with market volatility remaining high, risk appetite falling and companies now being ‘appropriately’ punished for profit warnings, stock selection has rarely been so important. Hall, who expects to witness a marked increase in the performance differential among stocks over the coming [...]
Column inches galore were last week devoted to BP’s chief executive, Tony Hayward, and his £600,000-a-year pension, however little attention was given to what changes the Government are making to pension contribution limits. Luckily, we’re here to provide you with an essential summary of the weekend’s money sections. “Radical” and “severe” proposals, according to the [...]
Ignis UK Focus Fund manager Ralph Brook-Fox is selectively adding value stocks to his growth portfolio on his view that, dotcom boom aside, growth companies now look expensive relative to history. Brook-Fox, whose fund has returned 1st quartile performance over one, three and five years*, says that, while his portfolio retains a strong bias towards [...]
The Financial Services Authority’s (FSA) latest guidance (this link downloads a PDF of the guidance, by the way) on the application of social web tools by regulated businesses was issued a couple of weeks ago. Yesterday, I was given the chance to offer my view as part of BrightTalk’s Thought Leadership Live programme. In The [...]
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