Recent Posts

There was a fantastic response to our survey from you all, thank you very much. You are definitely telling us things which the investment industry generally, and the fund industry specifically, would rather not hear. We will do our best to make them listen. [read more]

A flurry of encouraging vaccine announcements mean that Energy and Value funds take the spotlight this month, while Gold has taken a tumble. [read more]

If you know Julia Child it is probably as The French Chef. But she also had some interesting things to say about thinking, and I want to draw on what she said in an investment context, after all, great cooking and great investing aren’t so different. [read more]

For every investment you make you should have a sense of the downside, and prepare. In contrast, at turning points you also need a feel for the upside potential. My sense of the upside for the FTSE 100 index began 22 years ago. It remains valid now, and today I make important adjustments to that projection. [read more]

By AXA IM Biotech strategy portfolio manager, Linden Thomson, and AXA IM healthcare strategies portfolio manager, Peter Hughes. [read more]