26/07/2010
Low growth environment beneficial for credit
Stephen Snowden, manager of the Old Mutual Corporate Bond Fund, outlines his view on markets
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22/07/2010
Are the only bulls left the ones in Pamplona?
Simon Murphy, manager of the Old Mutual UK Select Equity Fund
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08/07/2010
Don't bank on it...
Stewart Cowley: Selectively increasing corporate bond holdings
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02/07/2010
There's a smell in the kitchen
Stewart Cowley: Long duration in the US, avoiding US and peripheral European bank debt
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24/06/2010
Q&A with Richard Watts
Richard Watts, manager of the Standard & Poor's and OBSR AA rated Old Mutual UK Select Mid Cap Fund, looks at the prospects for UK equities.
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24/06/2010
Q&A with Philip Hunter
Philip Hunter, manager of the Old Mutual Asian Select Fund, considers recent activity in Asian markets.
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24/06/2010
Stephen Snowden: market outlook
Stephen Snowden, manager of the Old Mutual Corporate Bond Fund, outlines his view on markets
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17/06/2010
Market outlook
By Ashton Bradbury, Head of Equities
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14/06/2010
'Chinese Water Torture'
Stewart Cowley: Beginning the process of rebuilding euro positions
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14/06/2010
Regime against the machine
Quantitative strategies team: Rotating style factors with investor sentiment and macroeconomic environment
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08/06/2010
The Italian job
Stewart Cowley: Owning the Japanese yen
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03/06/2010
“Hello dollar, well hello dollar, it’s so nice to have you back where you belong...?”
Stewart Cowley: Currently, overweight the US dollar, underweight the euro - looking for a re-entry point
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24/05/2010
Investment outlook
Stewart Cowley, manager of the Old Mutual Global Strategic Bond Fund, reviews the soverign deficits in Europe and their impact on currency and bond investments
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19/05/2010
Governments have no money
Stewart Cowley: Neutralising UK duration, reducing exposure to sterling
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18/05/2010
Old Mutual quantitative strategies investment insights
OMAM’s Quantitative Strategies team manage a range of diversified global, regional and single country portfolios using a dynamic quantitative team based investment approach.
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18/05/2010
The problem with capitalism
Stewart Cowley: Remaining strategically long conventional western government bonds whilst owning the Japanese yen and commodity currencies
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12/05/2010
Quantitative strategies team: Q&A
Quantitative strategies investment process overview
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07/05/2010
Credit market update
By Stephen Snowden, manage of the Old Mutual Corporate Bond Fund
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04/05/2010
I'm still dancing
Stewart Cowley: Strategically long conventional western government bonds whilst owning the Japanese yen and commodity currencies
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03/05/2010
Election thoughts: where next for the UK equity market?
By Ashton Bradbury, Head of Equities
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23/04/2010
Quantitative strategies update
Quantitative strategies update
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22/04/2010
Investment outlook
Daniel Nickols, manager of the Old Mutual UK Mid & Small Cap team
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22/04/2010
To rotate or not rotate - is that the question?
Simon Murphy: Current thoughts from the Old Mutual Large Cap equity desk
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20/04/2010
Stephen Message: market outlook
Stephen Message, manager of the Old Mutual Equity Income Fund, took on the fund in November 2009. He reviews the fund's current positioning and how he intends to generate income this year.
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29/03/2010
Opportunities for active managers
By Stephen Snowden, manager of the Old Mutual Corporate Bond Fund
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24/03/2010
Quantitative Strategies team
Changes to price momentum strategies
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19/03/2010
Old Mutual UK Select Mid Cap Fund
Q and A with fund manager Richard Watts
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18/03/2010
UK equities: after the lost decade, do better times lie ahead?
Simon Murphy discusses the prospects for medium term equity market returns in the years ahead
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17/03/2010
The second mouse
Stewart Cowley: Maintaining allocations to commodity currencies and emerging market debt and currencies; looking to re-establish Japanese yen position
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12/03/2010
Exit plans for Asian economies
Philip Hunter: manager of the Old Mutual Asian Select Fund
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08/03/2010
The way we were
Stewart Cowley: Statistically long conventional government bonds
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22/02/2010
Wishful thinking
Stewart Cowley: Long conventional government bonds, underweight the US dollar
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12/02/2010
The urge to converge
Stewart Cowley: Strategically long conventional bonds
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08/02/2010
That's a bit steep…
Stewart Cowley: Long conventional European government bonds
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03/02/2010
Televisions don't go up in price ...
Stewart Cowley: Long conventional government bonds
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14/01/2010
'Coulrophobia'
By Stephen Snowden, manager of the Old Mutual Corporate Bond Fund
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11/01/2010
Death of a salesman
Stewart Cowley: Long the euro
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11/01/2010
Drove me Chevy to the levy but the levy was dry …
Stewart Cowley: Long duration in the US
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17/12/2009
UK equities
By Ashton Bradbury, Head of Equities at Old Mutual Asset Managers (UK)
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13/11/2009
Banks for the memory
Stewart Cowley: Maintaining a long duration strategy in government bonds
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09/11/2009
Tie me currency down sport
Stewart Cowley: Owning the Australian dollar
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09/11/2009
The vibrating monetarist
Stewart Cowley: Building positions in short-dated inflation-linked bonds in UK and US
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28/10/2009
Buffetted about
Stewart Cowley: Maintaining a long duration in government bond markets in the west
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28/10/2009
UK equities
Simon Murphy: What lies ahead in 2010?
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28/10/2009
Cyclicals to lead market higher
Dan Nickols: Cyclicals to lead market higher as restocking and reflation continue
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09/10/2009
Basket case
Reducing US dollar exposre gradually, positive on the euro
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05/10/2009
Standing in the naughty corner
Stewart Cowley: Unhedged positions outside sterling, owning long dated UK bonds
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18/08/2009
Smoking and drinking
Stewart Cowley: Owning commercial bank debt
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17/08/2009
I'm still dancing
Stewart Cowley: Reducing investment grade credit, switching into government bonds
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