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M&G Property Fund Closed and M&C Saatchi Accounting Problems

Post Date: December 9, 2019

The really bad news yesterday for many investors was that the £2.5 billion M&G Property Portfolio Fund had been closed to redemptions. This is of course an open-ended fund...

Mindless Investment Wins Out?

Post Date: December 9, 2019

Last week on-line investment news site Citywire published a report headlined “Tracker fund sales smash records as UK investors pile into passives”. I was the first to add a...

Ted Baker Audit Failure, SRT Marine Big Deals

Post Date: December 3, 2019

The bad news this morning for holders of retailer Ted Baker (TED) is that the company has announced an independent review of its inventory. It says it has identified...

De La Rue, Excessive Debt, Victoria and Link’s Debt Monitor

Post Date: November 29, 2019

Link Asset Services have issued a note pointing out that De La Rue (DLAR) has net debt that now exceeds its market cap. The high debt in the company...

The Political Manifestos and their Impacts on Investors

Post Date: November 26, 2019

Here are some comments on the manifestos of the major political parties, now that they are all available. I focus on how they might affect investors. Most readers will...