Latest News

Latest News

Dynamic by name….

What is in a name?  Well, for financial products, quite a lot, actually.  Under the FCA’s conduct of business rules, investment product names cannot be misleading about the nature of the investment.  So the Revera UK Dynamic Fund was deliberately named and – we hope – clearly presented as such

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Times, they are a changin’

Today marks my first day back after a decent summer break in the Algarve. Which at the time offered a telling perspective against which one watched the continued nonsense of the Greek debt debacle that raged whilst I was away. Whilst life in Portugal is still tough, there appears to

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The Barbarians Can’t Wait!

So, another “absolute, last-gasp” deadline of the current Greek crisis has passed, yet markets seem relatively unperturbed. Which is because, as we know, the real last gasps won’t come until the very end of the month. Probably literally to the last seconds. We might even get a fright as it

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A Clearer Picture?

So, the dust has settled after the election, and perhaps unsurprisingly the UK equity market has taken the unexpected Conservative victory as a sign to push valuations on a bit further.  This has been particularly noticeable at the mid and smaller end of the market, where the impact of domestic

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And the winner is……

The orthodoxy of recent election campaigns in the UK has dictated that the party that successful controls the centre ground of the political spectrum (hitherto referred to as Mondeo Man), is the party that will go on to win control of parliament.  It was certainly the driving force behind Tony

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Steady as she goes

This week marks the first real surge of corporate reporting in the UK’s 2014 reporting season.  We have had a number of companies get out of the gates early, and the general sense so far has been that 2014 ended pretty much as expected, and the prospects for 2015 are

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Tales of the unexpected – Part II

Well, who saw that coming?  Not IG Capital, not FXCM (the world’s biggest retail currency broker), and not Alpari, the erstwhile shirt sponsor of West Ham United (who have form in this regard as in 2008, its then shirt sponsor XL Leisure succumbed to the recession).  I am referring, of

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Tales of the unexpected

So we are at that time of year where we spend some time looking both back and forwards. Reviewing the year gone by and making educated guesses about what we might face in the future. Given the recent volatility of markets, we are unusually in a position where we still

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Using reasonable force

It is difficult to work out which of the many potential worries is most contributing to the recent bout of equity market nerves. The list of suspects is prodigious – ebola, Middle East tensions, cessation of the US QE programme, weakening Chinese growth, slowing UK residential housing market.  All are

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Keep it simple, stupid.

A recent conversation with a friend caused me to go back and read a 2012 speech entitled “The dog and the frisbee” by Andrew Haldane (member of the Bank of England’s MPC) and one of his economist colleagues.  The paper looks at appropriate strategies for financial market regulation, and the

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Floating in liquidity

Generally so far in 2014 (and specifically over the last three months), the performance tree for UK equity funds has been well and truly shaken.  Whilst the average fund has barely changed in value over both of these periods to date (at time of writing), there has been a marked

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A Curate’s Easter Egg?

As we approach the weekend where kids – and our Marketing Director – eagerly anticipate their chocolate Smarties eggs (with complimentary mug, that will undoubtedly make its way into the office), it seems as good a point as any to take stock and look back at the year so far.

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