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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 Tesco, Japan and the rise of the central banker

Tesco, Japan and the rise of the central banker

 Libby Ashby and leading wealth managers scrutinise the food retail sector, Japan’s consumption tax hike and political risk in the markets.

Play Colin McLean's mid-cap picks

Colin McLean's mid-cap picks

The SVM director and fund manager on his pick of the UK mid-caps.

Profiles
Profile: why Chris Wyllie joined Connor Broadley

Profile: why Chris Wyllie joined Connor Broadley

Professional footballers are not renowned for their financial acumen, but former Millwall player James Connor is an exception to the rule

Profile: Sarasin's quant boss on how smart beta is shaping private client strategy

Profile: Sarasin's quant boss on how smart beta is shaping private client strategy

Sarasin's head of quant on how private client strategies are having to evolve in an era of smart beta