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The Value Perspective News

  • Meeting criteria – Why a company’s choice of AGM location could be a possible ‘sell’ signal

    Meeting criteria – Why a company’s choice of AGM location could be a possible ‘sell’ signal

    Ian Kelly

    21/10/2014

    Academics can grow very excited about findings that are ‘statistically significant’. Without wishing to become too bogged down in the maths, however, we would respectfully suggest that, just because something is significant in a statistical context, it does not necessarily follow it is impactful or indeed useful in the real world.

  • Holding pattern – When there are fewer attractive assets to buy, value investors buy fewer assets

    Holding pattern – When there are fewer attractive assets to buy, value investors buy fewer assets

    Kevin Murphy

    16/10/2014

    In one or two recent client meetings, we have been asked why the turnover of stocks being bought and sold in our portfolios has increased of late. Let’s be clear on this – it hasn’t. Taking the Recovery fund as an example, you can see from the table below that portfolio turnover this year is in line with the long-term average of about 20% – an extremely low level in the context of the broader market.

UK Investor centre news

  • Quickview: UK growth slows, but remains robust

    24/10/2014

    Azad Zangana, European Economist at Schroders, comments on today's UK GDP figures: The initial estimate for GDP growth shows a slowdown to 0.7% for the third quarter of the year, compared to 0.9% in the second quarter.

  • Quickview: China focuses on quality as growth slows

    21/10/2014

    Chinese GDP expanded 7.3% year on year in the third quarter, in line with our forecast but slower than the second quarter reading of 7.5%. Quarter on quarter growth also slowed marginally, to 1.9% from 2.0%.