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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24/12/2009
2010 outlook
By Daniel Nickols, Head of the Old Mutual UK Mid & Small Cap team
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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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07/10/2009
There's an awful lot of oil in Brazil?
Stewart Cowley: Looking to increase Canadian dollars at the expense of the Norwegian krone
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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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23/07/2009
Old Mutual UK Dynamic Equity Fund
Manager Luke Kerr updates us on his views and key drivers for portfolio positioning
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22/07/2009
Corporate bonds
Stephen Snowden believes despite four months of gains, corporate bonds remain very cheap
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22/07/2009
Delay and pray
Stewart Cowley: Increasing US government bond duration
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21/07/2009
Old Mutual UK Select Equity Fund
Simon Murphy, manager of the Old Mutual UK Select Equity Fund reflects on the equity market rally and outlines some of the latest investment opportunities
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02/07/2009
Sticks and stones
Stewart Cowley: Increasing bond duration in US, Europe and UK
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30/06/2009
Security blanket
Stewart Cowley: Long duration in the bond portfolios
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25/06/2009
1929 and all that
Stewart Cowley: Increasing duration in the government bond portion of the portfolio
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16/06/2009
Monte Carlo or bust?
Stewart Cowley: Looking for an opportunity to extend government bond duration
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28/05/2009
UK mid & small cap update
Daniel Nickols: Market rally or the beginning of a new bull market?
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22/05/2009
Investment opportunities
Simon Murphy: Investment opportunities presented by reduced competition, industry consolidation and emerging market growth
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20/05/2009
Corporate bonds - avoiding the broken clock
Stephen Snowden: Just as a broken clock is right twice a day, defensive positioning was the right strategy at the low point of the market. However, since the market started to recover in mid-March, a higher exposure to credit has been key to delivering returns
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01/05/2009
Corporate Bond
Stephen Snowden: Market showing early signs of a return to normality after a prolonged spell of fear
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30/04/2009
Quantitative strategies update
A look at the changes that have been made to both the return forecasting model and the risk model in the recent past, as well as the performance of funds run using this strategy
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28/04/2009
Equity income review
Michael Gifford: Equity income review
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01/04/2009
Corporate Bond Fund update
Stephen Snowden: Old Mutual Corporate Bond Fund update
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31/03/2009
China to support Asian growth through downturn
Phillip Hunter: The Chinese economy expanded by 6.8% over the fourth quarter of 2008 against the backdrop of falling export activity and industrial production across Asia
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30/03/2009
UK mid & small cap update
Daniel Nickols: Given a combination of valuation considerations and the current stage in the economic cycle, Daniel Nickols believes that market risks are becoming more balanced and is rotating portfolios into more economically sensitive sectors
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