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James Gautrey looks at why and how the IT world has changed in recent years and whether valuations have sufficiently improved to revisit the sector.
The downward trajectory of economic growth in China was reversed in the second quarter, as real GDP grew 7.5% year on year, against growth of 7.4% the previous quarter.
When does an asset class become so expensive that even the fund managers specialising in that area will admit it? It is a pertinent question at a time when, although we would not go so far as to suggest investing in fixed income is like picking up pennies in front of a steamroller, it is only a matter of time before UK interest rates start to rise from their 300-year lows.
Here on The Value Perspective, we enjoy chatting about house prices as much as the next person although, when the subject does inevitably crop up at a dinner party, we are usually to be found approaching things from a completely different angle to the other guests. When it comes to buying and selling houses, it seems, there are some psychological hurdles people find tricky to clear.
All of the Cazenove Capital funds have changed their names. View the full details.
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