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