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Latest News - Warren Smith

MRB: Overpriced? Historically, equity remains cheap

Global equities were significantly derated last decade, partly because stocks had hit extremely overvalued levels in the early-2000s

MRB's Insight of the Week: only higher rates will backstop gold

Gold is still a long way from finding any form of sustainable floor

MRB's Insight of the Week: Why there is still plenty of value in global equity

Should you take profits on the global equity rally? Our research says no

MRB's Insight of the Week: Japan has a mountain to climb to defeat deflation

Global investors have recently lost some of their enthusiasm towards Japanese equities

MRB's Insight of the Week: don't expect an EM bounce anytime soon

Now is not the time to allocate back to high beta markets

MRB's Insight of the Week: QE's end has been delayed not deferrred

We are still near the end of QE - but it doesn't have to mean bondmaggedon

MRB's Insight of the Week: UK equity cheap v US, but still not cheap cheap

UK equities have underperformed their US counterparts since late 2007.

MRB's Chart of the Week: the bears are not done savaging gold

One of the hottest investments in the past decade has now progressed to the lethal fifth phase of an asset bubble, namely gold

MRB's Chart of the Week: UK assets remain overvalued

While UK equities have enjoyed solid absolute gains since last June, they have lagged global markets

MRB's Chart of the Week: Why this equity bull will keep raging

While equities are becoming overbought on a short-term basis, MRB expects stock bulls to be well rewarded over 12 months

Citywire TV
Play BlackRock UK Special Sits: when will we sell our star holdings?

BlackRock UK Special Sits: when will we sell our star holdings?

What would prompt Roland Arnold to sell the likes of Ashtead and Howden?

Play AA-rated Lofthouse: 'maverick' tobacco settlements won't stop M&A

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.

Profiles
Profile: how Matthew Butcher is carving a new role at Dart Capital

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

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.