Latest News - Stewart Cowley
Stewart Cowley: the stupidity of crowds
'The crowd isn’t being so wise today if you are a market rationalist,' says Old Mutual Global Investors' bond guru as he gets irked by irrational low bond yield levels.
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.
Sarasin’s Boucher: why I like salmon with chocolate
Henry Boucher, manager of the £129 million Sarasin Food & Agriculture Opportunities fund, explains why he is gobbling up salmon and chocolate stocks.
Alibaba hype, the UK slowdown and opportunities in European sovereign bonds
Libby Ashby and leading wealth managers analyse what the Alibaba IPO hype means for Chinese equities, slowing growth of the UK economy and whether there’s anything left to play for in the European sovereign bond market.
Veteran banker boosts Sanlam’s stockbroking team
A veteran private banker has been recruited by Sanlam Private Investments to strengthen its advisory stockbroking team.
Profile: Psigma's Edinburgh boss on why he is in Scotland long term
When Tim Wishart agreed to launch an Edinburgh office for Psigma he was not expecting to head the company’s first overseas team