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MBMG Latest Research

MBMG Research Articles

Sam Liddle has a thought-provoking piece about how the places to look for the best investment opportunities may not always be the most obvious.

How good are managed investment funds? According to research analyst Mark Dampier, most are pretty poor - an exception being those managed by MBMG's portfolio advisor, Miton Optimal.

Active or passive? An old chestnut but new analysis based on research by Cobus Kellermann gives the most definitive answer yet.

" MULTI MANAGER FUNDS - "Who is managing the managers.? " - How biased are today's fund managers. Are they playing safe with what they know best , and do they avoid specific market sectors due to ignorance ? Surely your manager should have the knowledge to chose the best of each sector, shouldn't they ?

Deposit and interest rates vary offshore from each provider depending upon the nature of the deposit, the currency and the call period. We have compiled our latest list of many of the most favourable deposit and interest bearing accounts.

Find out how S&P number one rated asset allocation specialist , Optimal Fund Management use a 'smarter' approach investments including the latest technologies and methodologies.

The Miton Special Situations Fund - what's special about its strategy and approach to funds management.

The legend of the Wall Street crash brings to mind the image of the suddenly formerly wealthy hurling themselves from the ledges of tall buildings in New York - nearly 80 years later, are things looking quite that bleak again? Click here for our explanations as to why diversification provides some reasons not to abandon hope entirely.

Market neutral strategies - how do market neutral strategies generate returns ?

Mind the gap - a warning for with profits investors as well as tube travellers ?

Asset-backed lending - Asset-backed lending funds have enjoyed good returns in recent years. Not many investors are familiar with the details of this approach. Click here to find out more.

At home in Thailand ? Attractive Thai tax incentives for property purchases have been extended, fundamentals look sound, but as values here rise higher, Caveat Emptor applies.

Fancy a quick Chinese ? Is the timing right for investing in China ? What's the best way to play the economy of the most populous (for now anyway) state ?

EU tax laws could leave expats high and dry - are your investments as secure as you thought and will new legislation lead the tax man straight to your door..?Click here to find out more about the changes introduced by the EU last year ...

The UK Government announced its intention to stop expatriates getting free care on the NHS in April last year

Crash - there goes the neighbourhood! At least real estate has performed well during the various equity gyrations in US, UK and Europe. Until now....and this particular neighbourhood could take the whole shooting match with it. Earplugs on! this could be the biggest crash yet!

Dollar disaster! The US$ is headed for the poop faster than a flying dung beetle, but how to choose between Euro, Swiss Francs, Pounds Sterling, Norwegian Krone and Swedish Krona ? Andreas Fischer, of the Swiss National Bank, has published on the internet the seminal analysis of the relationships between these currencies.

Present tense ? Future perfect ?
- The future of hedge fund investing by MBMG International May 2005

An article by MBMG International was commissioned for the AustCham Magazine, Advance in response to ABN Amro analyst Gerard Minack's suggestions that Australia could provide a "salutary lesson on what can happen when a bubble springs a leak".

Skewness and Kurtosis may sound like a Greco-Caledonian legal partnership, but in fact these are very useful tools for judging the risk involved with investments.

Do you think that the Fed has their fingers on the pulse ? We used to until we found out that their economic models for the US economy are based on Israel, Greece and Ireland.

History of the Fed


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