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
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.