Articles
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Rusting away in the yard
In this month's investment view, we discuss the view that asset-heavy businesses can only achieve growth by investing large amounts of capital, not something that is conducive to the creation of long-term shareholder returns.
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Headwinds return
In this month's investment view, we refer back to our comments from February – sovereign default risk, political interference and Asian overheating – which after a quiet period, have once again attracted investor attention.
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Rock bottom rates
In this month's investment view, we analyse options for investors in search of an attractive return on their savings as today’s cash and bond markets resemble a barren lunar landscape.
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Rules of engagement
In this month's investment view, with lingering uncertainties affecting markets, we offer some ‘rules of engagement’ that we believe are sensible coping strategies for the diverse range of outcomes that lie ahead.
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Currency considerations
In this month's investment view, though it is very British to wallow in a bit of domestic misery and wintry weather, we debate that the current weakness of sterling should be seen as no bad thing for the British investor.
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Onwards to the next decade
In this month's investment view, we provide a brief overview of the 'winners' from the last decade, and take the opportunity to lay out some important investment themes in the Evenlode Income portfolio for 2010.
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Surviving the Black Death
In this month's investment view, as UK companies have had an uphill struggle over the last year, we are seeing several businesses that are left standing are in good shape and are taking market share. The strongest are growing stronger.
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An eye on inflation
In this month's investment view, we analyse what we think are the best assets to own in the current period of high inflation.
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The triumph of hope over reality
In this month's investment view, we share our insights into the investment opportunities we see in stocks that, if you were being unkind, you might refer to as boring.