Hedge fund manager David Einhorn says his favoured strategy of value investing – buying out-of-favour companies – has struggled as growth company stocks have shot up.
Asian markets have started to come back to the party after several years of poor performance, reckons strategist John Redwood.
Merryn Somerset Webb talks to author, academic and fund manager Richard Thaler about pensions freedom, central bankers and fund management fees.
The US stock-market has continued to do well in recent months, despite high valuations, but contrarian investor Ned Davis of Ned Davis Research is wary.
Funds are getting so big they can’t stoop to pick up smaller firms. That’s great for nimbler players such as Nick Greenwood, says Merryn Somerset Webb.
The manic presenter of the Mad Money show on CNBC and founder of TheStreet.com is bullish.
It’s not the technology that investment bank boss Jamie Dimon has a problem with. It’s the cryptocurrency.
Lindsell Train has notched up considerable success by focusing on a few core stocks. Merryn Somerset Webb talked to Michael Lindsell about his strategy.
James Simons started his hedge fund in 1978. Between 1989 and 2016, he returned just under 40% a year after fees.
Investors are starting to pay attention to the risks that climate change poses, says Jeremy Grantham of US fund manager GMO.
Leon Levy made a fortune from betting against the crowd.