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Feature Articles from Investment
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Portfolio Management |
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Theme |
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Journal |
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Behavioural Finance |
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Organisational Theory - 1 |
What organisational finance does not like to
talk about |
International Investment |
Apr-06 |
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Organisational Theory - 2 |
Organisational effects split the investment
process three ways |
International Investment |
May-06 |
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'Free' Research |
Investors should not scrimp and save when it
comes to good advice |
International Investment |
Jul-03 |
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Conquering your emotions |
Keep your head, while all around are losing
theirs |
International Investment |
Aug-08 |
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Marginal Differentiation - 1 |
Who's telling the truth? |
International Investment |
Apr-07 |
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Marginal Differentiation - 2 |
Fortune favours the brave |
International Investment |
May-07 |
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Passing the buck |
It's difficult to find people who take big
investment decisions |
International Investment |
Jan-06 |
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Portfolio Weighting |
The real players in the weighting game |
International Investment |
Feb-07 |
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Short Term Pain, Long Term Gain |
Professionals have to win every quarter, but
amateurs only have to win in the end |
International Investment |
Jun-07 |
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Surveys of Fund Managers |
Individual managers may be good, but they are not masters of their
own fate |
International Investment |
Jul-08 |
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Cautionary Tales |
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Mistaken Strategies |
Strategies for suckers |
Financial Adviser |
Feb-01 |
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Dodgy Deals and Scams |
Anatomy of dodgy deals and scams |
International Investment |
May-04 |
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Investment Jargon |
Cutting through the investment jargon and
uncovering the hype |
International Investment |
Feb-06 |
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Financial Gibberish |
Unending stream of what frequently masquerades
as intelligent financial comment |
International Investment |
May-08 |
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Performance of Losers |
Breathing life into a portfolio |
Financial Adviser |
May-02 |
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Performance of UK Retail Investors |
Calculating the real cost of free advice and why
it is more worthwhile to pay |
International Investment |
Sep-03 |
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News as Noise |
Have I got news for you |
International Investment |
Aug-06 |
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Risk / Return Ratio |
Escaping the bear market intact |
Financial Adviser |
Feb-03 |
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Bond Markets |
There is no such thing as a sure thing |
International Investment |
Sep-07 |
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Rocket Scientists |
"Our theory said it could not happen, but it
did" |
International Investment |
Oct-07 |
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Panic |
Panics may happen to healthy , not just
unhealthy economies |
International Investment |
Feb-08 |
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Exceptional Circumstances |
Exceptional circumstances are predictable in
financial markets |
International Investment |
Jun-08 |
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The Blame Game |
We are all to blame for the financial crisis,
albeit to different degrees |
International Investment |
Nov-08 |
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Consumer Protection |
Financial Health and Safety has its consequences |
International Investment |
Dec-08 |
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Lessons of Experience |
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Different Investment Games |
Learning from investment mistakes |
International Investment |
Dec-03 |
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The Case for Investment Trusts |
Seeing the bigger picture |
AITC |
Mar-04 |
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Specialist Investment Trusts |
Walking the walk |
Bloomberg Money |
Apr-04 |
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Top-Down Advisory Services |
Experience teaches that it is the big picture
that makes the big difference |
International Investment |
Jun-05 |
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Commodity Trading |
Trading is not a mug's game |
International Investment |
Feb-07 |
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How to be a good client |
The customer is usually wrong |
International Investment |
Oct-06 |
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Stale Bulls |
Bear markets end in a selling climax, but is it
the first, second, third or fourth? |
International Investment |
Oct-08 |
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Portfolio Construction |
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Asset Allocation Myths |
Investment Objectives, Risk, Correlation and
Diversification |
Investors Chronicle |
Sep-07 |
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Turning Theory into Practice |
Turning investment theory into practise for
personal experience |
International Investment |
Aug-05 |
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Diversification |
Diversification: reduced risk or lower returns |
International Investment |
Dec-04 |
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Volatility |
Don't believe the hype |
International Investment |
Jul-07 |
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Redefining Risk in Absolute Terms |
The risks of avoiding risk |
Financial Adviser |
Jan-02 |
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Beating the Index |
How the construction of indices has influenced
fund performance |
International Investment |
Sep-05 |
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Allocating Assets by Class |
Being picky with investments |
Financial Adviser |
Jan-03 |
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Portfolio Construction |
A sceptical view of conventional wisdom |
International Investment |
Aug-04 |
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Taxation |
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Life Assurance |
Tax benefits are eaten up by costs |
International Investment |
Nov-07 |
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Tax Shelters |
Lemons ripen quicker than plums |
International Investment |
Jan-08 |
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Investment Strategy |
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Date |
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Market Timing |
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Market timing is back |
Market timing is back in demand |
International Investment |
Aug-01 |
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The changing investment game |
Playing the numbers game |
Financial Adviser |
Sep-01 |
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Sell signals |
The fine art of successful selling |
International Investment |
Sep-01 |
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Investor Sentiment |
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Investor Sentiment |
Could bravery be the vital investor attribute? |
International Investment |
Nov-04 |
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Types of Winners |
Spotting successful investors |
International Investment |
Sep-06 |
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When to buy? |
On the contrary |
Bloomberg Money |
Nov-04 |
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Closed Funds |
Lessons to be learned from the unique selling
proposition funds that closed |
International Investment |
Aug-05 |
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Investing Style |
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Which strategies work |
Advisers should invest wisely for canny returns |
Financial Adviser |
Jan-01 |
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Geographic versus sector analysis |
Flooding the market with theme funds |
International Investment |
May-01 |
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Growth versus Value |
The big debate: growth versus value investing -
who wins? |
International Investment |
Nov-05 |
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Forecasting |
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Chart Analysis |
How accurate are chartist's predictions? |
International Investment |
Jul-04 |
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Exchange Rate Models |
Are exchange rate models about as accurate as
tossing a coin? |
International Investment |
Mar-04 |
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Fund
Selection |
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Theme |
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Journal |
Date |
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Types of Fund |
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Results by Type of Packaging - 1 |
The great investment conundrum |
International Investment |
Nov-03 |
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Results by Type of Packaging - 2 |
Differentiation pays |
International Investment |
Aug-07 |
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Selection by mandate |
Nothing of value is given away |
Financial Adviser |
May-06 |
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Bond Funds |
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Emerging Market Bonds |
Dangers may lurk in the shadows of the emerging
market bonds boom |
International Investment |
Jun-03 |
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Index-Linked Bonds |
Inflation-linked bonds - a primer |
International Investment |
May-05 |
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Closed-Ended Funds |
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How to pick winners ? |
Pick a winner |
Bloomberg Money |
Oct-04 |
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Backing Winners |
Horses or courses? |
Bloomberg Money |
Jan-06 |
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Brains versus Courage |
Is there a size effect to managers as well as
mandates? |
Bloomberg Money |
Jun-05 |
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Investment Trust Arbitrage |
Arbitrageurs - Terror among sleepy managers or
joy among suffering investors |
Bloomberg Money |
Sep-05 |
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Closed-Ended Funds |
Closed-ended funds: the weapon of choice for
sophisticated investors |
International Investment |
Jan-04 |
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Commodity Funds |
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Active + Passive Commodity Funds |
Strategic moves |
International Investment |
Mar-07 |
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Exchange Traded Funds |
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ETF versus Managed Funds |
Cost - benefit analysis |
Investment Adviser |
Apr-03 |
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Expanding Produc |
Greater choice through ETFs |
International Investment |
May-06 |
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Hedge Funds |
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Decline of Hedge Fund Returns |
From exotica to entrenchment |
International Investment |
Feb-02 |
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Open-Ended Funds |
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New Fund Launches |
High number of funds in sector or region is
warning sign to pull out |
International Investment |
Oct-03 |
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New funds performance |
Analysing new funds' performance |
International Investment |
Aug-02 |
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Managers or Mandates |
What makes the biggest difference: the manager
or the mandate |
International Investment |
Apr-04 |
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Types of Winners |
Why coming second can be best |
International Investment |
Nov-06 |
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Protected Funds |
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Guarranteed Funds |
Opportunity cost in Protected Funds |
Financial Adviser |
May-01 |
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Global
Markets |
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Theme |
Title |
Journal |
Date |
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Banking Crises |
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1931 Banking Crisis |
What lessons can be learned from the collapse of
the Austrian banks after WWI |
International Investment |
Mar-08 |
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Bubbles always burst |
People may be taliking about housing snakes,
rather than ladders |
International Investment |
Apr-08 |
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Bear Markets |
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Déjà vu? 1974 |
Looking back to 1970s brings back sense of déjà
vu |
International Investment |
Apr-03 |
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Bear Market Bottom |
The reports of the death of the equity investor
have been greatly exaggerated |
International Investment |
Aug-03 |
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Aftermath of Stock Market Bubbles |
After the bubble - what happens next? |
International Investment |
Jun-04 |
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US Stock Market Crises Part 1 |
Blip, correction or bear market? |
International Investment |
Jun-06 |
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US Stock Market Crises Part 2 |
Anatomy of a Wall Street crash |
International Investment |
Jul-06 |
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2008 =
2000, 1987, 1973 or 1929? |
If this bear market is a repeat of anything, it
is most like 1980 |
International Investment |
Sep-08 |
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Bubbles |
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Sell Technology shares |
Bubbles bursting again |
International Investment |
Mar-01 |
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Economic cycles |
How big will the bear grow? |
International Investment |
Oct-01 |
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Contrarian investment |
Pessimism within technology sector boosts
contrarian views |
International Investment |
Dec-01 |
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Weight of the evidence |
Question: Are we or are we not in a global bull
market? |
International Investment |
Apr-02 |
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Bear market nadir - 1 |
The last and final act in the technology bubble
drama |
International Investment |
Jul-02 |
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Bear market nadir - 2 |
Are we seeing history repeat itself? |
International Investment |
Nov-02 |
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Stocks versus Bonds |
Throwing out the old economy and ringing in a
new equity era |
International Investment |
Feb-03 |
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Election Cycles |
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US Election Cycle - 1 |
What could happen next in the Pork Cycle |
International Investment |
Dec-00 |
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US Election Cycle - 2 |
US election cycles |
International Investment |
Dec-02 |
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US Election Cycle - 3 |
An old Wall Street adage is still relevant today |
International Investment |
Feb-05 |
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US Election Cycle - 4 |
Results of the US elections |
International Investment |
Jan-07 |
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UK cannot avoid US downturn |
Where next for Blair's Britain |
International Investment |
Apr-01 |
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Oil Crises |
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Oil & Emerging Markets |
Long-term improvement in oil mirrors resources
bull market |
International Investment |
May-02 |
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Oil Boom - Stock market crash ? |
Oil booms and their link to stock market crashes |
International Investment |
Mar-05 |
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War & Peace |
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Terrorist war |
War and Peace, or a tale of Two Markets? |
International Investment |
Nov-01 |
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