Investment Insights

Idea Updates

Nick Train

The bull market in UK equities hots up, with takeover speculation, both real and imagined, puffing up valuations. Here, as very long term investors – at least by most people’s standards - we undertake an infrequent evaluation of our key sector assumptions and stock ideas – to ensure they still have the legs to make it to our time horizon.

Various thoughts on Japan

Michael Lindsell

It is widely believed that global hedge funds play the leading role in the 'Japanese Yen carry trade' as they borrow low yielding Yen and diversify into other higher yielding or capital appreciating assets. What is little realised is the role played by Japanese individuals.

UK Equities - What's Up in 2007

Nick Train

I'm sorry to alert you to the fact that, as you read this in mid February, your year is already more than 11.0% done. And yet only now have we got round to committing thoughts to paper about how 2007 may turn out, so far as the UK equity market is concerned.