Latest News - Stewart Cowley
Stewart Cowley: through a glass darkly
In his latest piece for wealth manager Stewart Cowley explains why he is standing by his negative duration call even though it's been detrimental to performance of late.
Stewart Cowley: letter to Mark Carney
Old Mutual's bond guru has some advice for Carney one year after he took the helm at the Bank of England.
Stewart Cowley: disappearing foam line - this far no further!!
Courtesy of QE, US households are richer than ever. What will happen when the music stops asks Old Mutual's bond guru.
Stewart Cowley: Manchester United 1 – Capitalism 0
Old Mutual Global Investors bond guru is struggling to comprehend the mass of words written on inequality lately.
Stewart Cowley: the extraction of wisdom
As Old Mutual's bond guru recovers from a wisdom tooth operation, he anticipates a whole new taste sensation from markets after Mario Draghi finally 'gets it'.
Stewart Cowley: Oh bother!
In his latest column, Old Mutual fixed income and macro head Stewart Cowley is concerned about the desperate income scramble and ridicules the 'everything goes on forever' notion.
Stewart Cowley: Last tango in Buenos Aires
Old Mutual's bond guru compares the fundamental flaws in the South American country with the very different in issues Europe in his latest column for Wealth Manager.
Stewart Cowley: it's a wonderful life
Old Mutual Global Investors' bond guru is pretty content with life and struggles to accept the 'want' culture in his industry.
Stewart Cowley: eight habits of truly miserable investors
In reaction to news M&G's Graham French had retired from fund management, Old Mutual Global Investors' bond guru reveals his personal handbook for the miserable investor.
Stewart Cowley: shock & oarfish - 7 things that could rock your world
In a typically colourful blog, Old Mutual Global Investors' bond guru draws inspiration from the Pacific Ocean fish to illustrate the big threats in the financial system.
BlackRock UK Special Sits: when will we sell our star holdings?
What would prompt Roland Arnold to sell the likes of Ashtead and Howden?
AA-rated Lofthouse: 'maverick' tobacco settlements won't stop M&A
Henderson International Income trust manager Ben Lofthouse shares his thoughts on recent developments in the tobacco sector in this video.
Profile: how Matthew Butcher is carving a new role at Dart Capital
The wealth management industry is undergoing a profound period of change: whether it wants to admit it or not.
Profile: meet the most influential bank dynasty you've never heard of
The Stern family is possibly the most influential European financial dynasty that you have never heard of.