- Monday, 11 August 2014
- Wealth Management Expert Opinion
Stock Selection Based on Fundamentals is More Important Than Ever
This is a very jittery equity market, as evidenced by the magnitude of the day to day variations and the recent rise in the VIX and the VSTOXX indices (volatility implied by the US and European option markets respectively). Though, I would argue that in spite of their recent and strong rise, the absolute level reached by these indices fails to capture the full extent of the current...
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- Friday, 08 August 2014
- Wealth Management Expert Opinion
Keys to Successful Stock Picking in Asia
Prusik is an Asian specialist and a genuine fund boutique with tight private ownership, only two portfolio managers and a supporting analyst. It may not be on the tip of every investor’s tongue, having been predominantly marketed to family and private-wealth clients, but its reputation is now beginning to permeate the wider market. This year Mr. Naughton picked up a Lipper Award...
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- Monday, 07 July 2014
- Wealth Management Expert Opinion
Why the Equity Bulls Believe they are Right
Ahead of the long holiday weekend in the US, we learned that the economy generated more than 200,000 jobs for the fifth month in a row (a feat last achieved around the turn of the century) and the unemployment rate fell to 6.1%. Janet Yellen also delivered a speech to the IMF suggesting that raising interest rates to ward of speculative bubbles was too destructive a policy and untested...
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- Thursday, 06 February 2014
- Wealth Management Expert Opinion
Ukrainian Stock Market - Just a Little Bit of History Repeating
With this article I set out to look at the history of the Ukrainian stock market over the last 10 years, from 2004 through to 2014 and to apply historical data and conclusions to the stock market in Ukraine today. The big question being, is Ukraine once again demonstrating the foundations of a major and continued rise in stock prices? This piece will limit itself to the PFTS and UX indices, its remit...
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- Tuesday, 24 September 2013
- Wealth Management Expert Opinion
Even Warren Buffett says ”Stocks are fully valued”
In an interview on CNBC last week Warren Buffett said that he believed stocks are fully valued. This corroborates with our own view particularly about US equities. We assume that Buffett must have held this view for some time as equities have more or less traded sideways since the beginning of summer. Furthermore, being a long term investor, we assume that he believes...
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Are alternative UCITS a reasonable alternative for investors?
Even as the U.S. Federal Reserve Bank (FED) has begun… -
Review of the European ETF Market, May 2017
The promoters of exchange-traded funds (ETFs) enjoyed net inflows for… -
Pitfalls of Passive Investing
Increased competition in ETFs, especially for “plain-vanilla” products, has led… -
Are Innovative Products a Call for More Research Efforts?
Looking at the newly launched funds in Europe, I have… -
The Rise of Factor ETFs in Europe
Exchange-traded funds (ETFs) that invest based on factor strategies have…
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Detlef Glow
Detlef Glow is Head of EMEA Research at Lipper, a Thomson Reuters flagship brand. In… -
Lionel Rayon
Lionel joined Schroders as part of the acquisition of Cazenove Capital in the summer of… -
Jake Moeller
Jake joined Thomson Reuters Lipper in 2013 as Head of UK & Ireland Research. He… -
Stewart Richardson
Stewart has over 25 years of experience in managing global multi-asset investment funds for large… -
Trevor Raymond
Trevor joined WPIC from Anglo American Platinum where he was the Head of Market Intelligence… -
Daniel Glasner
Daniel Glasner provides a turn-on key solution for independent financial advisors who want to start… -
Paul Graham
Paul Graham founded Mocom Corporation, an international securities trading and settlement systems provider, and grew… -
Andrew Aldridge
Andrew Aldridge has over 40 years’ domestic and international tax experience. Prior to joining US… -
David Badham
David Badham, Chief Administrative Officer David joined WPIC from Cass Business School where he was… -
Philippe Gelin
Philippe Gelin is a partner and co-founder of Shorex Capital, a provider of global economic…
