INSIGHT
Election 2015
“The most important election of a generation” David Cameron This note examines the above assertion and explores the impact for investors of today’s vote.
That was 2014 – what does 2015 have in store?
It is at this time of year that the SORBUS Advisory Board reflects on the changes in the wealth management sector over the last 12 months and more particularly assess our match fitness for the year ahead.
Professor George Feiger joins Advisory Board
Professor Feiger has considerable experience within the financial services sector having held senior positions at both UBS and SBC Warburg in the US.
Review of 2014
The S&P 500 gained 16.8% during 2014. Following a poor first quarter when the U.S economy actually contracted due to extreme weather conditions, growth picked up markedly over the course of the year.
Bank attraction
We have previously noted that UK banks were starting to look interesting from an investment perspective and we now examine this in more detail.
Oil toil
The price of oil has plunged in a manner no commentators were predicting at the start of this year. An initial conclusion should be to reinforce your scepticism of solemn analysts claiming to predict the future with precision.
Exposing investing costs
“No good reasons have been put forward for why all the costs of investment management, both visible and hidden, should not ultimately be fully disclosed”.
Private equity refinancing
Reuters reports that private equity owned companies face difficulties refinancing billions of dollars of existing buyout loans and raising extra debt for acquisitions.
Snapshot: Ukraine
The urban slang term “to be corzined” can be defined roughly as follows:
When something of value is stolen, and everyone who was in charge of safeguarding said item claims ignorance of just about anything.
If wishes were horses, beggars would ride
The wishes in this title are, of course, for a truly effective risk management system for financial institutions. And the beggars, unfortunately, are us.
Market perception failures
The Phones4U story provides an irresistible opportunity to discuss CSR, which has also been in the news recently.
Phones4U evaporates
It is rare that an established and profitable business goes into administration. The Phones4U story is significant, not just locally, but because of what it reveals about management, finance and investing.