Fund Buyer on the road: Asia's world city
The second Fund Buyer of this three-part mini-series comes from Hong Kong, as Nick Wood and Carly Moorhouse tour Asia on a manager research trip. Listen to discussions on the relative merits of investing in China and how Hong Kong continues to thrive despite its recent challenges
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/fund-buyer-on-the-road-land-of-the-rising-sun/
Subscribe to The Fund Buyer:https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Dec 4, 2023
10 min
Fund Buyer on the road: Land of the rising sun
The Fund Buyer is on the road for its next three episodes, as Nick Wood and Carly Moorhouse tour Asia on a manager research trip. Listen to the first episode from Tokyo, Japan, a country which has very much caught investors’ attention this year.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/fund-buyer-on-the-road-land-of-the-rising-sun/
Subscribe to The Fund Buyer:https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Nov 24, 2023
11 min
The Fund Buyer: The big three - Carl Vine of M&G
After a prolonged period at the back of investor’s minds, Japan has had somewhat of a renaissance this year and performed strongly. In this edition of the Fund Buyer we talk to Carl Vine of M&G about the prospects for Japan from here, the benefits of active engagement and what investors might be missing, along with interesting insights from Carl’s path into the industry.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/the-big-three-carl-vine-of-mg/
Subscribe to The Fund Buyer:https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Nov 1, 2023
41 min
The Fund Buyer: Halfway Through (10.07.2023)
As we pass the halfway point in the year, in today’s Fund Buyer we are looking back at the leaders and laggards so far and expressing some thoughts as we head into the second half.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/halfway-through/
Subscribe to The Fund Buyer:https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Jul 10, 2023
6 min
The Fund Buyer: Value Judgement (23.05.2023)
Last week saw London’s own version of the Berkshire Hathaway annual jamboree in Omaha, with the 10th anniversary of the London Value Investors Conference. In this week’s Fund Buyer, Nick Wood picks out some of the highlights from this year’s event.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/value-judgement/
Subscribe to The Fund Buyer:https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
May 25, 2023
7 min
The Fund Buyer: Losing Trust (04.05.2023)
It’s been a tricky time in the world of investment trusts in recent weeks, with governance and investment issues knocking sentiment in a sector that was flying high just two or three years ago. In this issue of the Fund Buyer, we take a look at some of the challenges facing the sector today.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/losing-trust/
Subscribe to The Fund Buyer:https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
May 4, 2023
6 min
The Fund Buyer: Handling setbacks (21.03.2023)
The recent collapse of Silicon Valley Bank shocked markets. In today’s Fund Buyer, we discuss why bankruptcies can provide the ultimate opportunity to gain a greater insight into how your fund manager manages their portfolio.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/handling-setbacks/
Subscribe to The Fund Buyer:https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Mar 23, 2023
4 min
The Fund Buyer: Turning on a dime (08.03.2023)
Over the last decade the US has steadily increased as a proportion of global indices. In today’s Fund Buyer, we consider whether the tide may be turning as other parts of the world begin to look more attractive.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/turning-on-a-dime/
Subscribe to The Fund Buyer:https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Mar 8, 2023
6 min
The Fund Buyer: Active anticipation (13.02.2023)
In today’s Fund Buyer, we revisit the ‘active’, ‘passive’ discussion, and explore how the current environment looks potentially more promising for active investors. We also look at some of the anomalies in the passive universe, both in pricing and availability of options.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/active-anticipation/
Subscribe to The Fund Buyer:https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Feb 13, 2023
8 min
The Fund Buyer: The big three - Mark Lacey of Schroders (19.01.2023)
The energy transition has been one of the most discussed long-term themes in recent years, whilst there has also been much debate around the question of whether or not to invest in traditional energy companies. In today’s Big Three, we talk to Mark Lacey, Head of Commodities at Schroders, and manager of the firm’s Global Energy Transition Fund and Global Energy Fund. Mark speaks about the opportunities and risks in both parts of the universe as well as offering broader views on thematic investing.
This is a marketing communication and is not independent investment research. Financial Instruments referred to are not subject to a prohibition on dealing ahead of the dissemination of marketing communications. Any reference to any securities or instruments is not a personal recommendation and it should not be regarded as a solicitation or an offer to buy or sell any securities or instruments mentioned in it.
Read The Fund Buyer article: https://www.quiltercheviot.com/news-and-views/articles/the-big-three-mark-lacey-of-schroders/
Subscribe to The Fund Buyer: https://www.quiltercheviot.com/subscribe/
You can also find us on LinkedIn, Instagram and Twitter
Jan 26, 2023
37 min
Load more