Costs paid to active fund managers, which charge higher fees due to the operational costs of this management, have been under increasing pressure as these firms compete with low-cost passive managers for market share. Since 2005, passive funds have experienced nearly fivefold growth and now represent around 23% of the assets under management in the… Read more »
Leaders leading – whatever next?; May’s speech ends uncertainty: Brexit means Brexit; Q4 Earnings preview: US financials off to a good start; UK property: is the market reaching a temporary peak?; European Central Bank: no news is good news; The Unpopular Populist Leaders leading – whatever next? The combination of President… Read more »
The return to a goldilocks environment?; Crisis in Economics; no sign of Brexit effect in UK Property; E-commerce – emergence of new monopolies?; Bitcoin and currencies remain volatile The return to a goldilocks environment? I am glad to be positively surprised about the various upbeat economic data reports around the world and the fact that… Read more »
2016 Asset Class Returns; Growth boosting ‘Animal Spirits’ finally returning?; ‘Trumponomics’; Should spiking Chinese interbank rates ring alarm bells?; UK retail clothing sector update 2016 Asset Class Returns Investors need to be somewhat careful in their interpretation of 2016 investment returns, due to the overwhelming influence of currency movements during this year…. Read more »
50 editions of Tatton’s Weekly during 2016; 2016: An Epilogue. Read the full Tatton commentary here.
