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Investors need to gear up for rising interest rates

11 August 2015

We’re entering an important phase post-financial crisis where interest rates are unlikely to provide a tailwind to inflating asset prices. This is according to David Crosoer, Executive: Investments and Research at PPS Investments.

Engaging fund managers in the active versus passive debate

06 August 2015

According to Steven Nathan, Chief Executive of 10X Investments, fund managers should have a fiduciary duty towards investors and therefore act in their best interests. In choosing between an active and a passive fund, it is a question of mathematics and probable outcomes, and both favor the passive approach.

Europe: Back to business

03 August 2015

After a contentious period of negotiations, the odds of a so-called “Grexit,” or Greek exit from the euro, were drastically reduced as Greece begrudgingly accepted an austerity program and Germany gave the European Stability Mechanism the green light to negotiate a third bailout. While Greece’s troubles are far from over, Philippe Brugere-Trelat, executive vice president and portfolio manager for Franklin Mutual Series, says it’s important not to lose sight of the fact that in much of Europe, the story is one of economic recovery—not collapse. He’s back to the business of finding values for his portfolios there.

Avoiding the overwhelming bias for action

03 August 2015

In life, we have a natural bias for action. From a young age, we are told stories about heroes who overcame great odds and many setbacks to do something great. Sportspeople, entrepreneurs and leaders are all lauded for their actions. ‘Watching and waiting’ are rarely considered valuable. However, there are times when the most valuable thing you can do is to wait for the right opportunity. In the face of the relentless pressure to do something, waiting patiently is often extremely difficult to do. This same scenario holds true in the world of investments.

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Question

The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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