How much trend following should investors hold in a portfolio?

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Trend following strategies have a number of properties that are desirable to investors. In this article from GSFM’s investment partner Man Group, these properties are examined, and the big question... Read more continue reading

Eyeing the long game in a changing world

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In a constantly changing world, it can be challenging for investors to maintain their focus on long-term trends and opportunities. Fidelity International’s Ilga Haubelt, head of equities, Europe, met with... Read more continue reading

“This time it’s different” – but investor returns under pressure

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The four most dangerous words in investing are: ‘This time it’s different’; and we have been hearing this a lot recently, says Hugh Selby-Smith, co-CIO at Talaria Asset Management. “The... Read more continue reading

Is it time to sell the Magnificent 7?

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Only a few weeks ago, a key question for investors was: ‘have I still got time to buy into the Magnificent 7?’ Fear of passing up the stellar returns delivered... Read more continue reading

Active bond management is essential as bond yields jump on rate uncertainty 

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Bond markets have become increasingly volatile over the last couple of years. In the first few months of this year alone, the market has gone from confidently expecting interest rate... Read more continue reading

Latest research highlights need for adviser support on alternatives.

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Recent research conducted by Praemium and CoreData highlights the compelling opportunity available to advisers as High Net Worth (HNW) investors increasingly embrace alternative investments. Over the last year Praemium has... Read more continue reading

Fed’s decision sparks a rally

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Joshua Jamner, Director, Investment Strategy Analyst at ClearBridge Investments says “Powell struck a clearly dovish tone during the FOMC press conference which sparked a rally in risk assets as many... Read more continue reading

Casting a wider net: Equity income investors find opportunities in global tech and industrials

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Large tech firms such as Meta have announced they will pay dividends for the first time in 2024, illustrating the opportunities equity income investors can find beyond “traditional” dividend-paying stocks,... Read more continue reading

Comparing the role of Emerging Market equities with World Small Cap equities

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Emerging Markets present an enticing proposition for global asset allocators, boasting a blend of growth potential and diversification advantages. EM specialist Ashmore Investment Management, a PAN-Tribal Asset Management investment partner,... Read more continue reading

A different paradigm

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It’s returns (on capital) that matter The market value of equities, whether public or private, represents a range of assumptions about future returns on capital.  When profit forecasts change, market... Read more continue reading