Gold: The Trade Facilitator

The solution to a decaying monetary system will, in part, come from gold’s role as a facilitator of global trade, argues Ned Naylor-Leyland, manager of the Old Mutual Gold & Silver Fund.

Old Mutual UK Alpha Fund - November 2017

Richard Buxton presents an update on the Old Mutual UK Alpha Fund.

Old Mutual UK Alpha Fund - October 2017

Richard Buxton presents an update on the Old Mutual UK Alpha Fund.

The March of the Machines

Dr Ian Heslop, head of global equities, and Justin Wells, strategist in the global equities team, argue that it is possible to be too smart when it comes to beta, and that a dynamic alpha model should be preferred.

Untapped value

Value stocks are unloved but for how much longer? Those investors who strongly believe in mean reversion must surely be questioning whether growth stocks have had their day, argues Josh Crabb, head of Asian equities.

Exploiting the exit

Mark Nash, head of global bonds, weighs the implications for fixed income investors of the withdrawal of central bank stimulus.

YEARBOOK 2018

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