Published articles
We regularly contribute to debate on topical issues shaping the investment management industry. Below you’ll find our most recently published articles, together with an archive stretching back to 2008.
2012
- 29 March 2012 Investment Week - UK Equities
- 12 January 2012 Citywire - Global Strategy - More to do
- 09 January 2012 Investment Adviser - A fresh start for investors in 2012
2011
- 24 December 2011 The Herald - Pensions Panic
- 12 December 2011 Investment Adviser - Rocks, hard places, devils and deep blue seas.
- 05 December 2011 Investment Week - Trade Winds
- 14 November 2011 Investment Adviser - The Global Economy into 2012
- 09 November 2011 Institutional Investor - Halfway House
- 08 November 2011 Investment Adviser - Absolute Returns
- 31 October 2011 Investment Adviser - Multi Manager Column
- 27 October 2011 Investment Week - Property – An Anchor in the Storm
- 06 October 2011 Investment Week - Asset Allocator’s Soapbox
- 06 October 2011 Professional Adviser – Seeking out income
- 22 September 2011 Citywire - Global Strategy
- 15 September 2011 Financial Adviser - Banking on Commercial Property’s Sustainable Yield
- 12 September 2011 Investment Week - What can the fed do next?
- 08 September 2011 Professional Adviser - On Measuring the Diversification Potential of an Investment Universe
- 10 August 2011 Investment Week – Asset Allocator’s Soapbox
- 08 August 2011 Fund Strategy - The power of energy
- 08 August 2011 Investment Adviser - Global Strategy
- 04 August 2011 Will Greece still default?
- 13 July 2011 Pensions Week - Investment Snapshot
- 07 July 2011 Citywire – Global Economics
- 04 July 2011 Investment Adviser - Multi Manager Column
- 04 July 2011 Professional Adviser - Perspectives
- 01 July 2011 Portfolio Institutional
- 30 June 2011 Asset Allocator’s Soapbox
- 23 June 2011 Professional Adviser - The Benefits of Unconstrained Investing
- 22 June 2011 Citywire - Behavioural Finance
- 20 June 2011 Investment Week - UK Growth – Bull/Bear
- 16 June 2011 Financial Advisor - What is changing about corporate behaviour towards dividends?
- 01 June 2011 Pensions Week - Investment snapshot – Japanese equities
- 16 May 2011 Portfolio Adviser, Counterpoint - Rates on hold
- 09 May 2011 Investment Adviser - Multi Manager Column
- 28 April 2011 Investment Adviser - US comment on investment strategy
- 24 April 2011 Scotland On Sunday - Stewardship in the Spotlight
- 20 April 2011 Investment Adviser - Yielding to Real Estate
- 19 April 2011 Investment Adviser - Global Imbalances – Progress Report
- 18 April 2011 Professional Adviser – Perspectives - US Economy – Reality Check
- 14 March 2011 Scotland On Sunday - Done and Dusted? Not Yet!
- 10 March 2011 Investment Week - Real Estate Update - China
- 21 February 2011 Fund Strategy - Bank Debt: Adapting and Evolving
- 17 February 2011 Investment Week - China: Tightening Tensions
- 04 February 2011 Investment Week - Understanding the Implications of Banking Reform
- 04 February 2011 Investment Week - Big Question
- 24 January 2011 Financial News - View from the top
- 17 January 2011 Private Equity – New Decade, New Start
2010
- 14 December 2010 The Herald - Fundamentals
- 10 December 2010 Scotland on Sunday - Good risk and bad risk
- 30 November 2010 Fund Strategy - Global macro outlook 2011
- 18 November 2010 Professional Adviser - Glimmers of Hope
- 29 October 2010 Investment & Pensions Europe - Asset Allocation just got bigger
- 15 October 2010 Money Marketing - Active v’s Passive Management
- 11 October 2010 Investment Adviser - Property investment straining at its parochial leash
- 11 October 2010 Investment Week - Big Question
- 30 September 2010 Financial Adviser - Investing in China
- 17 September 2010 Investment Week – Europe
- 02 September 2010 Behavioural Finance - The seductive wiles of scenario analysis
- 23 August 2010 Investment Week – North America
- 22 August 2010 Scotland on Sunday – Bank losing credibility on Inflation
- 21 August 2010 The Herald - Fundamentals
- 11 August 2010 FX&MM – Currency Wrap
- 09 August 2010 Investment Week - The Aim Market
- 29 July 2010 Investment Week – UK Equity Growth
- 05 July 2010 Pensions Age - The investment implications of the euro crisis
- 01 July 2010 Investment Week - Asset Allocation
- 17 June 2010 Investment Week - Europe
- 10 June 2010 Investment Week article: Absolute Return Funds
- 24 May 2010 Investment Adviser – It is different this time round!
- 17 May 2010 European Pensions – European equity markets hidden attractions
- 17 May 2010 Pensions Week - Hot asset classes for cautious investors
- 26 April 2010 Professional Adviser - The death of the US consumer has been greatly exaggerated
- 22 April 2010 Investment Week – Economic recovery offers further opportunities
- 19 April 2010 Investment Week - Benefits of Global Property investing
- 15 April 2010 FX&MM – Currency Wrap
- 08 April 2010 Citywire - Myopia and Markets
- 03 April 2010 Daily Mail - City View Column
- 15 March 2010 FX&MM – Currency Wrap
- 11 March 2010 Investment Week - Overseas earnings key to equities success
- 11 March 2010 Professional Adviser - China’s Currency Question
- 03 March 2010 Shares Magazine - Investing is like a beauty parade
- 01 March 2010 Investment Week - UK Equity Income - A better year in prospect in 2010
- 01 March 2010 Investment Week – Market Lows
- 27 February 2010 A look at Absolute Return investing
- 26 February 2010 Investment Adviser - Managing and profiting from inflation risk
- 25 February 2010 European equity markets more than meet the eye
- 22 February 2010 Modern Day Greece’s Brazilian Odyssey
- 15 February 2010 Funds People - English
- 15 February 2010 Funds People - Spanish
- 15 February 2010 FX&MM Magazine – Currency Wrap
- 11 February 2010 Citywire - Niederhoffer versus Taleb a question of approach
- 11 February 2010 Investment Week - Asset allocation
- 10 February 2010 Investment Week – Quantitative Easing
- 06 February 2010 The Herald – Inflation
- 04 February 2010 Investment Week – UK Income
- 04 February 2010 Professional Adviser – Perspectives
- 01 February 2010 Equity Market Volatility will be rife in 2010 says SLI Head of Strategy
- 29 January 2010 Pensions Age - Commercial property allocation strategies for pension funds
- 27 January 2010 Pensions Week - What return should you expect from balanced/diversified funds in 2010?
- 22 January 2010 Investment Adviser - Demographics and the demand for equity income
- 21 January 2010 Investment Week - US
- 15 January 2010 FX&MM - Currency Wrap
2009
- 29 December 2009 Investment Week – Inflation
- 20 December 2009 Scotland on Sunday – Outlook for 2010
- 16 December 2009 Shares Magazine - Q&A eForum
- 16 December 2009 The Scotsman - When does the jigsaw start to make sense?
- 14 December 2009 The Scotsman – Look at the Year Ahead
- 20 November 2009 FX&MM – Currency Wrap
- 19 November 2009 Investment Week - Too Far, Too Fast?
- 09 November 2009 Fund Strategy – Strategist Feature
- 08 November 2009 Scotland on Sunday – Inflation
- 31 October 2009 The Herald - Fundamentals
- 30 October 2009 Investment Adviser – Changing Environment for Renewables
- 29 October 2009 Fund Strategy – Strategist Feature
- 29 October 2009 Investment Week – UK Article
- 27 October 2009 New Model Adviser – Asset Allocation
- 26 October 2009 Investment Week - The Chinese Miracle
- 23 October 2009 Portfolio Adviser - Strategist Feature
- 21 October 2009 Funds People - English
- 21 October 2009 Funds People - Spanish
- 20 October 2009 FX&MM Magazine – Currency Wrap
- 13 October 2009 New Model Adviser - Emerging Markets
- 06 October 2009 Citywire - What are listed property markets telling us?
- 22 September 2009 Professional Adviser - Perspectives
- 18 September 2009 FX&MM – Currency Wrap
- 11 September 2009 Shares Magazine – Mr Markets
- 10 September 2009 Asset Avenue - Frances Hudson - German
- 10 September 2009 Asset Avenue - Frances Hudson
- 09 September 2009 Scotsman - One to Watch
- 28 August 2009 One-to-Watch: Galiform
- 27 August 2009 Investment Week – US Article
- 20 August 2009 FX&MM – Currency Wrap
- 19 August 2009 Financial Times - Insight Column
- 30 July 2009 Investment week – Bonds Article
- 27 July 2009 Professional Adviser – Perspectives
- 27 July 2009 The Herald – Fundamentals
- 17 July 2009 FX&MM – Currency Wrap
- 13 July 2009 Fund Strategy - Inflation, deflation and the implications for investors
- 02 July 2009 Investment Week – Japan Article
- 01 July 2009 Scotland on Sunday – Investing for the Recovery
- 22 June 2009 Investment Week – Economics Column
- 12 June 2009 FX&MM – Currency Wrap
- 28 May 2009 Financial Times – Insight Column
- 28 May 2009 Investment Week - Green shoots for equity growth
- 28 May 2009 Professional Adviser – Perspectives
- 22 May 2009 New Model Adviser - Have the building blocks for the recovery fallen into place?
- 20 May 2009 The Herald - What Dividends Are Signalling
- 18 May 2009 Investment Week – Economics Column: Green Shoots – Rose-Tinted Spectacles
- 18 May 2009 Pensions Week: Advanced Guide to Absolute Return Investing - The Holy Grail: true diversification
- 13 May 2009 Asset Avenue - Brighter Skies on the Horizon - Opportunities in the UK Commercial Property Marketplace
- 11 May 2009 Pensions Week: Intermediate guide to absolute return investing
- 04 May 2009 Pensions Week: Beginner's Guide to Absolute Global Investing
- 22 April 2009 New Model Adviser - Investment Grade Corporate Bonds
- 20 April 2009 Fund Strategy - Focussing on Currency Risks
- 10 April 2009 Funds Europe - China
- 26 March 2009 Funds People - Will quantitative easing prove to be a quality move?
- 24 March 2009 New Model Adviser – Europe
- 19 March 2009 Investment Week - Sweet spot for Equity Income
- 04 March 2009 New Model Adviser - Long term opportunities in investment grade credit
- 02 March 2009 Investment and Pensions Europe - Credit Markets
- 24 February 2009 Investment Week – Corporate Bonds - Spread versus duration
- 24 February 2009 Professional Adviser – Perspectives
- 19 February 2009 Portfolio Adviser – Opening up China’s fortune cookie
- 17 February 2009 The Herald - How to cope with low interest rates
- 16 February 2009 Fund Strategy - Valuation signals in regime change
- 09 February 2009 Investment Week – Japan Article
- 02 February 2009 Investment Week - China’s Economic Leap
2008
- 18 December 2008 Professional Adviser - Perspectives – Outlook for 2009
- 15 December 2008 Investment Week – Europe – European equity markets offer selective investment opportunities in a difficult economic environment
- 13 December 2008 The Herald - Corporate bond crisis = opportunity
- 09 December 2008 Funds People - Property pain before gain
- 24 November 2008 Investment Week - Emerging easing
- 24 November 2008 Investment Week - Hope rather than expectation?
- 20 November 2008 Fund Strategy - Asia (Ex Japan)
- 06 November 2008 Financial Adviser - Where to now?
- 01 November 2008 International Investment - From the ashes
- 31 October 2008 Investment Week - How can absolute return funds fit into portfolio planning?
- 31 October 2008 The Scotsman - One to watch column
- 28 October 2008 The Times - Taking the rough with the smooth
- 24 October 2008 IPE Real Estate - Investor real estate allocation activity
- 20 October 2008 European Pensions & Investment News - Navigating through the inflation rapids
- 13 October 2008 Investment Week - This bank is for turning
- 12 October 2008 Scotland on Sunday - The ubiquity of politics
- 01 October 2008 Investment Week - Running on empty
- 15 September 2008 Investment Adviser - Emerging from the shadows
- 15 September 2008 Fund Strategy - Maybe this time
- 25 August 2008 Investment Adviser - Core & satellite approach to long only equity portfolio construction
- 19 August 2008 Global Investor Article - Smart money
- 31 July 2008 Financial Adviser - It's too much to bear
- 30 July 2008 Financial Times - Not nice but nasti?
- 28 July 2008 Investment Adviser - UK Property - any reasons to be cheerful?
- 21 July 2008 Investment Week - Not nice anymore
- 14 July 2008 Reuters NewsWire - The Outlook For G8 Economies
- 23 June 2008 Investment Adviser - Alpha or Beta take your pick!
- 16 June 2008 Investment Week - Emerging Inflation
- 12 June 2008 Professional Adviser - What is the point of retail 'absolute return' funds?
- 09 June 2008 Investment Week - Uncertainty breeds volatility
- 08 June 2008 Sunday Herald - Questions Mount About The UK Economy
- 05 June 2008 Perspectives - Key decisions in inflation lie ahead
- 02 June 2008 FTfm - Say on pay – Grasping the Nettle
- 29 May 2008 Financial Times - Article on rights issues
- 26 May 2008 Investment Adviser - Absolute return funds for retail investors
- 25 May 2008 Scotland on Sunday - Where to invest in the current slowdown?
- 28 April 2008 Investment Week - What dilemma?
- 04 April 2008 Fund Strategy - Caught in a vice
- 31 March 2008 Investment Adviser - How retail investors may benefit from LDI strategies in the future
- 17 March 2008 Investment Week - UK Income
- 11 March 2008 Perspectives - Perspectives on Japan
- 29 February 2008 Investment Week - Whither the US economy
- 18 February 2008 Investment Week - Thinking Beyond Borders
- 11 February 2008 Investment Week - Ethical Corporate Bonds – Principal or Principles?
- 11 February 2008 Investment Week - Investment Trusts plus Smaller Companies equals extra returns for investors
- 10 February 2008 Success Magazine - Outlook for 2008
- 03 February 2008 Scotland on Sunday - An Introduction to the Foreign Exchange Market
- 01 February 2008 European Pensions - Another option
- 21 January 2008 Investment Week - Economic storms ahead
