INVESTOR INTERVIEWS  
 

Video/Audio Interviews

Click below for informed opinions from the fund managers of some of the funds in which we invest.

Soros on the value destruction of 2009

George Soros, Financier and philanthropist

Cazenove Diversity fund update

Marcus Brookes & Robin McDonald, Cazenove Capital

Commodity update from BlackRock

Evy Hambro, BlackRock

Prospects for equity income for 2010

Mark Whitehead, Sarasin

The case for investing in Food and Agriculture

Henry Boucher, Sarasin

"INFLATION BUSTER"

AXA Distrubution Fund Range

Cazenove UK Absolute Target Fund Update

Tim Russell, Cazenove Capital Mgt

2009: What the markets hold for investors

Tom Elliott, JPMorgan

Investing for income in Asia

Jasin Pidcock, Newton Asian Income Fund

How to invest for Income in a low interest rate scenario, via corporate bonds

Richard Woolnough, M&G Investments

Cazenove UK Absolute Target Fund

Tim Russell, Cazenove Capital Mgt

Commodities 'correction not collapse'

Tobias Merath, Credit Suisse

Propert markets outlook
Peter Roscrow, Close Investments

 
     
  INVESTOR UPDATES  
 

At Cockburn Lucas we pride ourselves on our fund selection. Selecting the best performing funds has a significant impact on the growth of our clients investments. In this section, we will regularly update you on some of our best performing funds.

In this section, you can also develop your own interest in the market movements and investment trends through featured articles and video interviews (opposite) with our pick of the city's top fund managers and investment specialists.

CL Approved manager Ruffer backs the Greenback
Ruffer backs the dollar against tightening liquidity - Click here to read the MoneyMarketing article.

Emerging Market debt - time to buy?
The emerging market local currency debt market is now roughly three times the size of the hard currency debt market...

Commodities: more than just pork bellies
In the first of a new series on where to invest this year's Isa, Times Money looks at the outlook for commodities

How to invest in timber
Does money really grow on trees? The Time Online discusses the pros and cons of buying woodland...

Dividend concentration risk in UK
70% of the UK’s available dividend is currently supplied by only 20 stocks! Click here for more information.

Gold investing in uncertain times
Click here to view an Extended Fund Commentary for the BlackRock Gold & General Fund, covering the month of May 2009.

No 'Credit crunch' in Asia
"Income from Asia this year will stack up well compared to the alternatives" says Jason Pidcock, lead manager of the Newton Asian Income and Newton Oriental Funds. Click here to view the full article.

"Trackers are Crackers" by Jason Britton, CEO of T. BAILEY
Click here to view the ground-breaking research which powerfully demonstrates the advantages of active managed funds over passive tracker funds.

"Gorrillas in the mist the strong get stronger"
Themes for investing post credit crunch.

Who owns who protecting your cash in the bank?
Click here to view a table showing which banks (not investment companies) are standalone and which are part of the same institution.

CL Market Commentary
Tis' interesting times to say the least. We all know that the markets are currently somewhat turbulent. We know that this current volatility offers some interesting opportunities but it also raises many questions including whether this is the right time to invest? For our further thoughts on take a look at our latest Private Client Newsletter - 12 December 2007 or our Professional Connection Newsletter Feb 08.

Featured Funds

"Hedging your bets"

An article in the Sunday Times on 3rd February highlighted the merits of hedge funds as a way to "preserve your capital and grind out positive returns whatever the market conditions". The paper also listed 5 of the best performing funds of this type. We are pleased to say that we have used 3 of those funds for our clients. Namely, Barings, CF Ruffer and Merrill Lynch.

You can a see copy of the table of funds here.

You can read the full article at

http://business.timesonline.co.uk/tol/business/money/funds/article3294098.ece

 

 
     
 
Cockburn Lucas Independent Financial Consulting Ltd is authorised and regulated by the Financial Services Authority.
Cockburn Lucas Independent Financial Consulting Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 184275
Registered office: Milton Chambers, 19 Milton Street, Nottingham, NG1 3EU. Registered No: 3365186

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