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The share price of the beleaguered commodities trading and mining multinational has continued to sink.
We expect neither another ‘decade of lost returns’ nor a stellar showing from the market as a whole.
If you're planning to use an index as a way of gauging risk on your portfolio, here is why you should think again.
Corporate forecasts and reporting may be intended to reduce surprises and in turn volatility but, in reality, the practice can achieve precisely the opposite effect over the short term.
On valuing the mining business.
The gap between analysts’ ratings and price levels in the equity market has never been wider. What's going on?
What we are seeing now are investors who have forgotten about the risk of rising rates – a significant risk in itself – and who are confusing calm markets with stable ones.
On the shifting nature of stockmarket indices.
When it comes to evaluating funds, just how important a consideration is fund manager tenure – that is to say, the length of time somebody has been at the helm of a particular portfolio?
Don't think of dividend cuts as merely reflective of past mistakes – they can also highlight a significant opportunity.
When it comes to buying and selling houses, it seems, there are some psychological hurdles people find tricky to clear.
To what degree should investors ever blame themselves for the mistakes of their investment advisers?
Professional investors are forever on the lookout for evidence to help support the idea that what they – OK, we – do for a living is a lot more science than art.
In the end, shareholder value always comes down to numbers and, in this instance; the numbers suggest to us that Astra’s management may have missed a trick.
On macroeconomics and investing.
There will never be any foundation for believing that, just because something has or has not been happening for a prolonged period of time, some sort of change is inevitably around the corner.
Imagine a company has seen its share price drop to the extent that it's now 90% from its all-time high – how might it then perform over the next five years?
A consequence of one of our portfolios outperforming its benchmark by more than 20 percentage points is that we are increasingly being asked if we are planning to ‘lock in’ our returns.
With the help of the The Value Perspective Time Machine, Nick Kirrage explains why investing successfully doesn't depend on making the right macroeconomic calls.
Just because an economy is only ticking along, doesn't mean you can't make good money investing in its companies.
No two companies are exactly the same and so, over the years, various measures and parameters have evolved to facilitate comparisons between different businesses
The peer-to-peer sector has grown from nothing to close to £400m in the UK in just six years. What could explain its burgeoning popularity?
Not all of the US is enjoying an economic recovery, argues The Value Perspective's Nick Kirrage.
Some very high-profile fund managers are beginning to challenge what might be characterised as the last taboo of value investing.
Nick Kirrage looks at the G20 countries Corporation tax rates to see how the UK is measuring up against it's global competitors.
The Value Perspective team consider what
The fundamental importance of iron ore in almost any construction or infrastructure project to have taken place in the emerging markets over the last two decades has led to its performing a similarly central role in the commodities boom enjoyed by many in
The market has yet to acknowledge how Trinity Mirror is reducing its debt.
It's possible that a society of educated people is likely to be more cultured and scientific-minded than one of non-graduates, and this should have positive externalities in the form of better political discourse and higher culture. There is, however, little evidence of this in practice.
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