AIM Portfolio Review - June 2013
Valuation, valuation, valuation
Apologies for the variation on a now-hackneyed title. I will do my best to steer clear of '...tions' in triplicate in the future. It does describe one of the twin...
It’s Getting Hot in Here – Cooler Parts of a Boiling Bond MarketBubbling Bonds
When investing on behalf of our clients or in our multi-asset funds, we use three main building blocks – equities, bonds (issued by governments and the corporate sector)...
AIM Portfolio Review June 2012
Our AIM portfolio gets older by the day, we are now 18 months on from our first client investments. Below is a review of the portfolio covering happenings over the...
AIM Portfolio Review - 1st Anniversary
Our AIM portfolio service is one year old... for a review of the portfolio's investee companies and performance please click the link below:
Markets falling – Brief commentary
It is unlikely to have escaped your attention that the markets for shares and some government debt have lurched sharply downwards over the course of this week. Here I will...
Ben Peters' Investment View - April 2011The Cautious Investor Conundrum
The investment landscape has changed greatly since the start of the credit crisis in 2007. Investors in all asset classes and geographies were initially put through...