MARCUS BURNS
Funds management
The idea that interest rates would remain low forever was ‘blue pill thinking’ by the market, according to Spheria, and lacked focus on the fundamentals. ...
Funds management
Investors should beware of unprofitable businesses with over-hyped valuations and focus on stocks with sound cashflow, according to Spheria Asset Management. ...
Funds management
A ‘significant value opportunity’ exists for micro-cap investors as the gap widens between them and small-cap stocks. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...