FSA asked investment professionals from Stratton Street, Jupiter AM, Standard Life Investments and OMGI to reveal a past investing mistake and explain what they have learned from it.
Tag: Old Mutual Global Investors
The best and the worst funds – August 2017
China funds continue to dominate the best performers’ table. Allianz, UBS, Schroders, Castlestone — these firms had funds among the best and the worst performers over the last three years.
OMGI: Now is not the time to chase returns
High equity valuations are a reason for return-seeking investors to instead consider a risk-based approach to investing, according to Anthony Gillham, London-based co-investment director for Old Mutual Global Investors’ multi-asset unit.
OMGI: The silver bull cycle has begun
Silver and gold are expected to be in demand as long as interest rates do not speed ahead of the inflation rate, said Ned Naylor-Leyland, fund manager of the Old Mutual Gold and Silver Fund.
In Japan, focus on government-backed disruptive tech, says OMGI
Japanese companies are world leaders in several disruptive technologies, and the government is behind them, said Old Mutual Global Investors’ portfolio manager Rob Weatherston.
French election results a plus for Asia?
A key risk is removed, revealing relatively cheap assets in Europe and Asia against a background of improved investor sentiment, industry sources told FSA.
Video: FSA Investment Forum Bangkok March 2017
FSA presents video highlights from our Investment Forum in Bangkok, held on Tuesday, 21st March 2017 at the Siam Kempinski Hotel.
FSA Investment Forum Bangkok March 2017
We present photo highlights from the FSA Investment Forum in Bangkok, which was held on 21 March at the Siam Kempinski Hotel.
OMGI’s Weatherston positive on Japan equities
Valuations of Japan equities have become more attractive compared to other developed markets, and Abenomics has helped drive up corporate profits, according to Rob Weatherston, Old Mutual Global Investors’ Hong Kong-based portfolio manager of the Old Mutual Japanese Equity Fund.
OMGI: Gold is money, not vice versa
The relationship between interest rates and inflation is what matters for gold investors, said OMGI’s Ned Naylor-Leyland, who remains positive on gold despite wide expectations for rising rates.
