by Charles MacKinnon
April
25 ,
2013
Holdings in global consumer brands can help investors profit from rising inflation, writes Charles MacKinnon.
Click here to view the article
by Thurleigh Investment Managers
April
19 ,
2013
Since the beginning of 2013, many markets around the world have risen to all-time highs, but with instability still remaining in the world economy, is this confidence real or misplaced, and how should investors react? Charles MacKinnon of Thurleigh Investment Managers gives his thoughts.
Click here to watch the video
by Charles MacKinnon
April
8 ,
2013
An awareness of the relationship between the two gives you the tools to make better investment choices, writes Charles MacKinnon.
Click here to view the article
by James von Simson
April
3 ,
2013
For those who have read ‘Mauboussin on Strategy’ for years, it should come as no surprise he should expand his famous July 2010 piece on untangling skill and luck into his latest excellent book.
Click here to view the full review
by Citywire Wealth Manager
February
21 ,
2013
Citywire reveal the next generation of wealth management stars in this year's Top 30 under 30.
Click here to view the article
by Edward Allen
February
8 ,
2013
It has been broadly shown that, in general, passive strategies outperform active strategies for broad market indices.
As followers of academic work and ‘evidence’, where it is available, at Thurleigh this argument should direct us into the arms of passive securities.
Click here to view the article
by Thurleigh Investment Managers
January
9 ,
2013
It is the beginning of another new year and with it the realisation that we are living longer. It is one of the biggest issues to effect governments and financial institutions. So the question is, how do we pay for all of this longer life and does it affect our investment decisions? Well one man who takes a long term view is Charles MacKinnon, Chief Investment Officer for Thurleigh Investment Managers.
Click here to watch the video
by The Financial Times
December
6 ,
2012
Charles MacKinnon comments as the franc fell to its lowest level in three months against the euro on Wednesday as traders speculated that more banks could follow suit and impose negative interest rates on deposits.
Click here to view the article
by Thurleigh Investment Managers
October
19 ,
2012
With questions regarding the resolution of the European debt crisis at the forefront of every investor’s mind, I thought you might interested in hearing Charles’s view on whether there is value to be found in Europe and whether this forms a strong enough case for investing there.
Click here to watch the full video
by Thurleigh Investment Managers
August
1 ,
2012
"There are no more matresses....." See Charles MacKinnon discuss the experiences of the past six months of 2012, and where the new safe places may be to invest your money.
Click here to watch the full video
by Citywire
July
11 ,
2012
Charles MacKinnon, Thurleigh's CIO, tries to make sense and find a safe haven amid all the noise.
Click here to view the article
by Financial Times
June
22 ,
2012
Charles MacKinnon gives his view on Hedge Funds and why Thurleigh does not like it as a way of managing money.
Click here to view the article
by Financial Times
June
15 ,
2012
A need for “wealth preservation”, amid a climate of “financial repression”, is the main reason why portfolio managers still have more than half of their clients’ funds in equities, according to firms taking part in this year’s Financial Times wealth management survey. But some believe this approach is too “cavalier” while markets remain volatile.
Click here to view the article
by Financial Times
May
30 ,
2012
Wealth managers have been moving client assets into currency havens in recent weeks, with the Swiss franc and the US dollar among the biggest beneficiaries. Charles MacKinnon comments.
Click here to view the article
by Luca Serino, Partner and Portfolio Manager
May
25 ,
2012
Serino gives his opinion on investing in current markets and explains how turbulent equity markets are creating buying opportunities for Thurleigh.
Click here to view the article
by Financial News
May
21 ,
2012
"Big is beautiful" Edward Allen comments on the benefits of using ETFs with larger assets under management.
Click here to view the article
by Charities Management www.charitiesmanagement.com
May
14 ,
2012
Charles MacKinnon gives his advice on the best way for a committee to choose a new Investment Manager.
Click here to view the article
Edward Allen gives his view on the worries surrounding the European crisis and how Thurleigh have positioned themselves accordingly.
Click here to view the article
by Thurleigh Investment Managers
April
23 ,
2012
"This is my 86-year old mother's money. I don't have another chance". Watch Charles MacKinnon reveal his thoughts on investing in today's marketplace, from emerging markets and the Eurozone to the importance of "eating your own cooking".
by Citywire
March
19 ,
2012
Charles Mackinnon reignites the1990s Labour anthem 'Things can only get better' to argue that high yield bonds and dividend strategies are the way forward for 2012.
Click here to view the article
by Citywire
February
17 ,
2012
Citywire reveal the 50 wealth manager stars who have survived the highs and lows for decades prove, that when it comes to investment, experience really counts.
Click here to view the article
by FT Adviser
February
1 ,
2012
Thurleigh Investment Managers has launched four core portfolios on Novia in its inaugural offering to IFA clients.
by Citywire
January
30 ,
2012
Charles MacKinnon outlines how he sees the investment world as he tries to make sense of the multiple headwinds facing markets.
by Charles MacKinnon
January
5 ,
2012
City AM asks three experts their investment outlook for 2012. Charles MacKinnon shares his views.
Click here to view the article
by Citywire
December
13 ,
2011
Charles reviews the year gone by and the investment decisions he has made in order to learn from his mistakes.
Click here to view the article
by The Wealthnet
December
1 ,
2011
On Tuesday 29 November 2011 PAM Insight hosted the first in a series of quarterly asset allocation roundtable discussions. Charles MacKinnon, Thurleigh's CIO attended the event.
Click here to view the article
by CityAM
December
1 ,
2011
Charles MacKinnon reports on how there is a new focus on risk reduction and capital preservation.
Click here to view the article
by Reuters
November
9 ,
2011
As the odds shorten on Greece leaving the euro, investors are ignoring past examples of currency devaluations that resulted in greater competitiveness and asset price booms. Reuters asks investment professionals their opinion.
Click here to view the article
Polina Khoroshilova from the Wealthnet interviews Edward Allen and explores Thurleigh's 'very low risk strategy' which has reached its three year anniversary returning 13.1% (after all fees and costs) since inception, thus beating cash and inflation.
As investors face more uncertainty from volatile markets, Thurleigh is confident that the “Very Low Risk” strategy is very relevant today.
Click here to view the article
by Citywire
October
20 ,
2011
A job at a large bank is often seen as the Holy Grail for aspiring professional investors. Along with an eye-watering salary and bumper bonuses, the sheer prestige of working for a multi-national institution marks you out as a success. But is it all good? Citywire asks Thurleigh.
Click here to view the article
by Citywire
October
14 ,
2011
Citywire asks Thurleigh: With the correlations between equity indices and individual stocks close to record highs, is it really worth paying extra money for active fund management?
Click here to view the article
by Citywire
September
16 ,
2011
Luca Serino, Partner and Portfolio Manager is named in Citywire's Top 30 Wealth Managers Under 30. Citywire profile the next generation of private client investment managers making a big name for themselves.
Click her to see Luca's profile
by Financial News
September
12 ,
2011
Luca Serino, Partner and Portfolio Manager is named in Financial News' 40 Under 40: A new breed of asset managers. Financial News’ editorial pick of the brightest up-and-coming men and women in the industry.
Follow this link to see Financial News' editorial pick
by Citywire
September
2 ,
2011
Citywire explores wealth managers' belief in the risk of a relapse into recession over the coming year. Charles MacKinnon is asked to give his opinion.
by Charles MacKinnon
August
31 ,
2011
Charles MacKinnon explains Thurleigh's investment thinking following the "summer storms"
Read full article in Citywire
by Charles MacKinnon
August
9 ,
2011
Charles MacKinnon identifies and explains Thurleigh's current exposure to equities.
Read full article in Citywire
by STEP Society of Trust and Estate Practitioners
July
8 ,
2011
Thurleigh Investment Managers is named as a finalist in the STEP Private Client Awards. Thurleigh has been nominated for Investment Team of the Year.
Follow this link to see shortlist
by Charles MacKinnon
May
23 ,
2011
Charles MacKinnon discusses Thurleigh's current asset allocation and explains why there is lots of cash on the books
Click here to view the article
Charles MacKinnon explains to Citywire's readers why he is keeping faith in equities but is maneuvering to ensure his gains in the US are not wiped out by the weak dollar.
Read full article in Citywire
by Money Week
March
18 ,
2011
Tim Bennet of Money Week talks about investor sentiment and explains how Thurleigh has been working with Said Business School in order to devise a way to measure it.
Click here to view full article
by Financial Times
March
6 ,
2011
The Financial Times looks at the tool Thurleigh has recently built with the Said Business School, Oxford University that can help protect clients' money from volatile markets.
by Citywire
February
25 ,
2011
Charles explains how the investment team is trying to make sense of the 'biblical' events which have unfolded over the last month.
Click here to view full article
by Citywire Wealth Manager
February
23 ,
2011
Charlie Parker of Citywire interviews Charles MacKinnon and two other asset management firms on the subject of inflation. He asks the question: "What is noise and what represents game change for investment managers and IFAs?"
Click here to view the video on Citywire
by Edward Allen
February
18 ,
2011
Following a recent research trip to Australia, Edward Allen explains his thoughts and findings.
Click here to view the article
by Charles MacKinnon
January
4 ,
2011
Charles MacKinnon, Chief Investment Officer, explains how he believes investors can position themselves in 2011.
Read full article in Citywire
by Citywire Wealth Manager
November
4 ,
2010
Charles MacKinnon, CIO has for a long time lived by the credo that as a fund manager he ‘eats his own cooking’ and expects others to do the same. The principle also extends to the young graduates he has brought onto the investment team. This Citywire cover story focuses on Edward Allen and Luca Serino, both partners and portfolio managers and looks at how they "run their bosses money".
Read the full article in Citywire
by Charles MacKinnon
November
4 ,
2010
Charles MacKinnon, CIO, explains how Allocating capital along the lines of inflation-risk-linked assets, interest-rate-risk-linked assets and credit-risk assets could be a way of keeping a portfolio within risk parameters in a world where asset classes are no longer distinct.
Read the full article in New Model Advisor
by Citywire Wealth Manager
October
12 ,
2010
Luca Serino, Partner and Portfolio Manager explains why he believes fears of a bond bubble are overdone.
Read the full article in Citywire
by Spear’s Wealth Management Survey
October
1 ,
2010
As China’s financial powerhouse, Shanghai stands poised to become not only a playground for the rich but also one of the world’s great megacities... David Livingston... says that the big decision now facing Chinese businessmen is whether they take their companies public...
Read the full article 'into the dragon's den'
by Citywire Wealth Manager
August
26 ,
2010
In this video, Charles MacKinnon, CIO, talks about sitting new industry standard qualifications.
Watch the full video on Citywire
This article expresses fund managers' views that investors in emerging markets who are enticed towards China, should think about the companies and sectors that will profit most from the rising incomes of the Chinese. David Livingston, Partner and Portfolio Manager explains that suggestions that the Chinese property market is in “bubble” territory are exaggerated.
Read the full article in the FT
by Citywire Wealth Manager
June
18 ,
2010
Charles MacKinnon, CIO, explains why the planned increase in capital gains tax could fail to generate revenue for the government.
Read the full article in Citywire
by Citywire Wealth Manager
May
7 ,
2010
In this video, Charles MacKinnon, CIO, explains why he believes its too late to sell, so investors should hang tight to see what Cameron does next.
Read the full article in Citywire
by Spear's Wealth
March
30 ,
2010
Josh Spero from Spear's Salon writes about Blood Over Water, the story of two brothers rowing against one another in the 2003 contest.
Read the full story in Spear's Wealth
by Citywire Wealth Manager
February
12 ,
2010
This article explores how Thurleigh is expanding its partnership structure to include several young portfolio managers in a bid to incentivise staff and grow the business.
Read the full article in Citywire
This article explores how offshore bonds are growing in popularity but how advisers are warning that the tax wrappers are not suitable for all. Charles MacKinnon, CIO, describes the products as “toxic waste”.
Read the full article in the FT
by Citywire Wealth Manager
December
29 ,
2009
Extreme volatility in the world’s stockmarkets has bolstered demand for alternative investments in pension schemes offering diversification, smoother returns and more peace of mind for both employers and scheme members. This desire for extra diversification is also felt keenly by charity trustees, according to Charles MacKinnon, chief investment officer.
Read | Download full article on pension funds and charities
by Citywire Wealth Manager
December
24 ,
2009
The Citywire survey of the leading selectors of private client fund managers reveals that by far and away the most important factor in any decision is the strength of the relationship. Thurleigh is included in the summary.
Read the full article in Citywire
by Edward Allen
December
17 ,
2009
Edward Allen, from Thurleigh Investment Managers, tells Robert Miller which markets and sectors he expects to provide the best returns in 2010.
Watch the full video on The Telegraph
by Citywire Wealth Manager
December
15 ,
2009
As pressure mounts on banks to remunerate staff with deferred bonuses and a number of asset management firms adopt this model, wealth management businesses are divided on whether the model is applicable to their sector. Charles MacKinnon, chief investment officer gives his opinion on the subject.
Article by Danielle Levy on whether wealth management firms should defer bonuses
by Citywire Wealth Manager
October
30 ,
2009
Citywire writes about Thurleigh's scheme whereby its analysts spend time abroad to gain a better understanding of the economic environment and to broaden their knowledge on wider investments.
Read the full article in Citywire
by Citywire Wealth Manager
October
26 ,
2009
Attendees of the Citywiew Wealth Management Retreat in October 2009 give their opinions on which asset class is currently more attractive: equities or bonds?
Read the full article in Citywire
by Citywire Wealth Manager
October
22 ,
2009
Attendees of the Citywiew Wealth Management Retreat in October 2009 give their opinions on whether we are in a bull market. Charles MacKinnon gives his opinion.
Read the full article in Citywire
by Citywire Wealth Manager
October
21 ,
2009
Citywire explains how clients are demanding better service and more information from investment magement firms. Using a proprietary service index, Citywire assesses 31 asset management and discretionary wealth management firms to find out those who delivered the service that advisors expect.
Read the full article in Citywire
by Citywire Wealth Manager
October
16 ,
2009
Charles MacKinnon, chief investment officer at Thurleigh Investment Managers, shares what he's learned from discussions with fund managers and fellow wealth managers at the October 2009 Citywiew Wealth Management Retreat.
Watch the full video on Citywire
by Reuters
October
2 ,
2009
Reuters investigates how wealth management firms are counting on new business from the moderately rich as they play down the impact of a possible exodus of the ultra wealthy from tax-hungry Britain. David Rosier, Chairman gives his thoughts on the subject.
Read the full article in Reuters
by Citywire Wealth Manager
September
29 ,
2009
Many people believe that there lies an opportunity in every crisis, and for a handful of UK equity managers this has proved true. Edward Allen, Portfolio Manager and Partner, contibutes his opinion on this.
Read the full article in Citywire
by Citywire Wealth Manager
August
21 ,
2009
Thurleigh explains how it has bolstered its back office in a bid to push down costs for clients.
Read the full article in Citywire
by Reuters
August
21 ,
2009
Reuters reports on how Charles MacKinnon, CIO, took a break from investing in 2000 to convert his hobby into his profession...
Read the full article in Reuters
by Citywire Wealth Manager
August
19 ,
2009
Two Asset Management firms have formed a working group to raise the profile of offshore Sicav funds in the UK, and Charles MacKinnon who uses offshore funds backs the effort.
Read the full article in Citywire
by Citywire Wealth Manager
August
14 ,
2009
A lot of money has flowed into high yield corporate bonds - but much of it is recycled money, not new money, explains Charles MacKinnon.
Watch the full video on Citywire
by Citywire Wealth Manager
August
5 ,
2009
Charles MacKinnon, explains why he believes that listed property stocks are dangerous for private investors right now.
Read the full article in Citywire
by Citywire
July
14 ,
2009
Thurleigh Investment Managers' chief investment officer Charles MacKinnon shares his reading tips for the summer holidays.
View the full list on Citywire
by Citywire Wealth Manager
June
24 ,
2009
Charles MacKinnon argues emerging markets should form a far larger part of investors' portfolios.
Read the full article in Citywire
by Citywire Wealth Manager
May
29 ,
2009
Investment managers have rarely been more divided over whether to jump on board the cyclical rally or stick with defensives. Edward Allen says the dominant question at investment meetings at the firm is how the picture has changed since the rally begun in March...
Read the full article in Citywire
by Citywire Wealth Manager
May
26 ,
2009
Wealth managers respond to Alan Miller's announcement that he has turned his back on the culture, claiming the cult od personality is now "flawed" and "outdated". Edward Allen, Partner and Portfolio Manager explains how he is also dubious about attributing too much power to an individual.
Read the full article in Citywire
by Citywire Wealth Manager
May
22 ,
2009
The risk aversion sweeping through wealthy individuals is putting pressure on revenue margins at private client wealth firms. Charles MacKinnon, chief investment officer explains how he expects the larger wealth management firms to be more severely impacted.
Read the full article in Citywire
by Citywire Wealth Manager
April
7 ,
2009
Charles MacKinnon of Thurleigh Investment Managers explains how he is particularly sceptical of allocating towards a euro-denominated fund at present.
Read the full article in Citywire
by Citywire Wealth Manager
March
16 ,
2009
What impact has the financial crisis had on Asia's prospects? Charles MacKinnon, CIO calls Asia 'a leveraged play on the West'.
Read the full article in Citywire
by Citywire Wealth Manager
March
9 ,
2009
Is the backlash against corporate bonds beginning? Charles MacKinnon, CIO, warns that the sector is far more dangerous than investors realise.
Read the full article in Citywire
by Citywire Wealth Manager
March
6 ,
2009
The recession has exposed a major breakdown in communication between clients and their wealth managers. Charles MacKinnon, CIO, explains how the client has to take some responsibility.
Read the full article in Citywire
by Citywire Wealth Manager
March
5 ,
2009
Many wealth managers agreed with recent comments that North America holds opportunities for the savvy investor, however Charles MacKinnon, CIO, explains how he isn't bold enough to "stock pick" and that he doesn't agree with holding gold as an insurance policy as other fund managers are doing.
Read the full article in Citywire
by Citywire Wealth Manager
February
16 ,
2009
Portfolio manager Edward Allen of Thurleigh Investment Managers is quoted in Citywire's article which explores the "junk" that can often be inherited with portfolios as clients change wealth managers.
Read the full article in Citywire
by Citywire Wealth Manager
February
9 ,
2009
Citywire has identified how parts of the wealth management industry are braced for a year of "legal assaults on a variety of fronts". Charles MacKinnon, CIO, explains how he believes that the superior client relationships smaller wealth firms have with their clients should prevent them from the lawsuits.
Read the full article in Citywire
by Financial Times
December
19 ,
2008
More clients of private banks are defecting to smaller firms, advisers report, citing frustrations with the performance of their investment portfolios. So, as equity markets slump further, boutique firms are experiencing a surge in new business – with clients moving assets in the hope they will see some improvement in returns. Thurleigh is mentioned as one of these boutique firms.
Read the full article in Financial Times
This article explores how wealth managers are sheltering more of their clients' money in hedge funds to escape the shaky equity markets. Charles MacKinnon, CIO explains how Thurleigh is getting rid of hedge funds to have the money later on in the year to buy equities.
Read the full article in the FT
by Financial Times
July
19 ,
2008
The advice coming from fund managers and advisors in response to rising inflation is to "diversify". Charles MacKinnon, gives his opinions in this Financial Times article.
Charles MacKinnon warns against such an approach
by The Economist
February
28 ,
2008
IF BOND and stockmarkets are driven by the economy, they should tell similar stories. American two-year government bonds are yielding around 2%, suggesting a dismal economic outlook. Similarly, corporate bonds are trading as if many of them are expected to default. So why are global stockmarkets, after a wobbly January, acting as if they had barely heard of the credit crunch?
Why debt markets and shares have parted company
by Citywire
October
24 ,
2007
How David Livingston selects funds for inclusion in Thurleigh portfolios.
Polina Khoroshilova from the Wealthnet interviews Edward Allen and explores Thurleigh's 'very low risk strategy' which has reached its three year anniversary returning 13.1% (after all fees and costs) since inception, thus beating cash and inflation.
As investors face more uncertainty from volatile markets, Thurleigh is confident that the “Very Low Risk” strategy is very relevant today.
Click here to view the article
by Charities Management www.charitiesmanagement.com
May
14 ,
2012
Charles MacKinnon gives his advice on the best way for a committee to choose a new Investment Manager.
Click here to view the article
by Charles MacKinnon
April
25 ,
2013
Holdings in global consumer brands can help investors profit from rising inflation, writes Charles MacKinnon.
Click here to view the article
by Charles MacKinnon
April
8 ,
2013
An awareness of the relationship between the two gives you the tools to make better investment choices, writes Charles MacKinnon.
Click here to view the article
by Charles MacKinnon
January
5 ,
2012
City AM asks three experts their investment outlook for 2012. Charles MacKinnon shares his views.
Click here to view the article
by Charles MacKinnon
August
31 ,
2011
Charles MacKinnon explains Thurleigh's investment thinking following the "summer storms"
Read full article in Citywire
by Charles MacKinnon
August
9 ,
2011
Charles MacKinnon identifies and explains Thurleigh's current exposure to equities.
Read full article in Citywire
by Charles MacKinnon
May
23 ,
2011
Charles MacKinnon discusses Thurleigh's current asset allocation and explains why there is lots of cash on the books
Click here to view the article
by Charles MacKinnon
January
4 ,
2011
Charles MacKinnon, Chief Investment Officer, explains how he believes investors can position themselves in 2011.
Read full article in Citywire
by Charles MacKinnon
November
4 ,
2010
Charles MacKinnon, CIO, explains how Allocating capital along the lines of inflation-risk-linked assets, interest-rate-risk-linked assets and credit-risk assets could be a way of keeping a portfolio within risk parameters in a world where asset classes are no longer distinct.
Read the full article in New Model Advisor
by CityAM
December
1 ,
2011
Charles MacKinnon reports on how there is a new focus on risk reduction and capital preservation.
Click here to view the article
by Citywire
July
11 ,
2012
Charles MacKinnon, Thurleigh's CIO, tries to make sense and find a safe haven amid all the noise.
Click here to view the article
by Citywire
March
19 ,
2012
Charles Mackinnon reignites the1990s Labour anthem 'Things can only get better' to argue that high yield bonds and dividend strategies are the way forward for 2012.
Click here to view the article
by Citywire
February
17 ,
2012
Citywire reveal the 50 wealth manager stars who have survived the highs and lows for decades prove, that when it comes to investment, experience really counts.
Click here to view the article
by Citywire
January
30 ,
2012
Charles MacKinnon outlines how he sees the investment world as he tries to make sense of the multiple headwinds facing markets.
by Citywire
December
13 ,
2011
Charles reviews the year gone by and the investment decisions he has made in order to learn from his mistakes.
Click here to view the article
by Citywire
October
20 ,
2011
A job at a large bank is often seen as the Holy Grail for aspiring professional investors. Along with an eye-watering salary and bumper bonuses, the sheer prestige of working for a multi-national institution marks you out as a success. But is it all good? Citywire asks Thurleigh.
Click here to view the article
by Citywire
October
14 ,
2011
Citywire asks Thurleigh: With the correlations between equity indices and individual stocks close to record highs, is it really worth paying extra money for active fund management?
Click here to view the article
by Citywire
September
16 ,
2011
Luca Serino, Partner and Portfolio Manager is named in Citywire's Top 30 Wealth Managers Under 30. Citywire profile the next generation of private client investment managers making a big name for themselves.
Click her to see Luca's profile
by Citywire
September
2 ,
2011
Citywire explores wealth managers' belief in the risk of a relapse into recession over the coming year. Charles MacKinnon is asked to give his opinion.
Charles MacKinnon explains to Citywire's readers why he is keeping faith in equities but is maneuvering to ensure his gains in the US are not wiped out by the weak dollar.
Read full article in Citywire
by Citywire
February
25 ,
2011
Charles explains how the investment team is trying to make sense of the 'biblical' events which have unfolded over the last month.
Click here to view full article
by Citywire
October
24 ,
2007
How David Livingston selects funds for inclusion in Thurleigh portfolios.
by Citywire
July
14 ,
2009
Thurleigh Investment Managers' chief investment officer Charles MacKinnon shares his reading tips for the summer holidays.
View the full list on Citywire
by Citywire Wealth Manager
February
21 ,
2013
Citywire reveal the next generation of wealth management stars in this year's Top 30 under 30.
Click here to view the article
by Citywire Wealth Manager
February
23 ,
2011
Charlie Parker of Citywire interviews Charles MacKinnon and two other asset management firms on the subject of inflation. He asks the question: "What is noise and what represents game change for investment managers and IFAs?"
Click here to view the video on Citywire
by Citywire Wealth Manager
November
4 ,
2010
Charles MacKinnon, CIO has for a long time lived by the credo that as a fund manager he ‘eats his own cooking’ and expects others to do the same. The principle also extends to the young graduates he has brought onto the investment team. This Citywire cover story focuses on Edward Allen and Luca Serino, both partners and portfolio managers and looks at how they "run their bosses money".
Read the full article in Citywire
by Citywire Wealth Manager
October
12 ,
2010
Luca Serino, Partner and Portfolio Manager explains why he believes fears of a bond bubble are overdone.
Read the full article in Citywire
by Citywire Wealth Manager
August
26 ,
2010
In this video, Charles MacKinnon, CIO, talks about sitting new industry standard qualifications.
Watch the full video on Citywire
by Citywire Wealth Manager
June
18 ,
2010
Charles MacKinnon, CIO, explains why the planned increase in capital gains tax could fail to generate revenue for the government.
Read the full article in Citywire
by Citywire Wealth Manager
May
7 ,
2010
In this video, Charles MacKinnon, CIO, explains why he believes its too late to sell, so investors should hang tight to see what Cameron does next.
Read the full article in Citywire
by Citywire Wealth Manager
February
12 ,
2010
This article explores how Thurleigh is expanding its partnership structure to include several young portfolio managers in a bid to incentivise staff and grow the business.
Read the full article in Citywire
by Citywire Wealth Manager
December
29 ,
2009
Extreme volatility in the world’s stockmarkets has bolstered demand for alternative investments in pension schemes offering diversification, smoother returns and more peace of mind for both employers and scheme members. This desire for extra diversification is also felt keenly by charity trustees, according to Charles MacKinnon, chief investment officer.
Read | Download full article on pension funds and charities
by Citywire Wealth Manager
December
24 ,
2009
The Citywire survey of the leading selectors of private client fund managers reveals that by far and away the most important factor in any decision is the strength of the relationship. Thurleigh is included in the summary.
Read the full article in Citywire
by Citywire Wealth Manager
December
15 ,
2009
As pressure mounts on banks to remunerate staff with deferred bonuses and a number of asset management firms adopt this model, wealth management businesses are divided on whether the model is applicable to their sector. Charles MacKinnon, chief investment officer gives his opinion on the subject.
Article by Danielle Levy on whether wealth management firms should defer bonuses
by Citywire Wealth Manager
October
30 ,
2009
Citywire writes about Thurleigh's scheme whereby its analysts spend time abroad to gain a better understanding of the economic environment and to broaden their knowledge on wider investments.
Read the full article in Citywire
by Citywire Wealth Manager
October
26 ,
2009
Attendees of the Citywiew Wealth Management Retreat in October 2009 give their opinions on which asset class is currently more attractive: equities or bonds?
Read the full article in Citywire
by Citywire Wealth Manager
October
22 ,
2009
Attendees of the Citywiew Wealth Management Retreat in October 2009 give their opinions on whether we are in a bull market. Charles MacKinnon gives his opinion.
Read the full article in Citywire
by Citywire Wealth Manager
October
21 ,
2009
Citywire explains how clients are demanding better service and more information from investment magement firms. Using a proprietary service index, Citywire assesses 31 asset management and discretionary wealth management firms to find out those who delivered the service that advisors expect.
Read the full article in Citywire
by Citywire Wealth Manager
October
16 ,
2009
Charles MacKinnon, chief investment officer at Thurleigh Investment Managers, shares what he's learned from discussions with fund managers and fellow wealth managers at the October 2009 Citywiew Wealth Management Retreat.
Watch the full video on Citywire
by Citywire Wealth Manager
September
29 ,
2009
Many people believe that there lies an opportunity in every crisis, and for a handful of UK equity managers this has proved true. Edward Allen, Portfolio Manager and Partner, contibutes his opinion on this.
Read the full article in Citywire
by Citywire Wealth Manager
August
21 ,
2009
Thurleigh explains how it has bolstered its back office in a bid to push down costs for clients.
Read the full article in Citywire
by Citywire Wealth Manager
August
19 ,
2009
Two Asset Management firms have formed a working group to raise the profile of offshore Sicav funds in the UK, and Charles MacKinnon who uses offshore funds backs the effort.
Read the full article in Citywire
by Citywire Wealth Manager
August
14 ,
2009
A lot of money has flowed into high yield corporate bonds - but much of it is recycled money, not new money, explains Charles MacKinnon.
Watch the full video on Citywire
by Citywire Wealth Manager
August
5 ,
2009
Charles MacKinnon, explains why he believes that listed property stocks are dangerous for private investors right now.
Read the full article in Citywire
by Citywire Wealth Manager
June
24 ,
2009
Charles MacKinnon argues emerging markets should form a far larger part of investors' portfolios.
Read the full article in Citywire
by Citywire Wealth Manager
May
29 ,
2009
Investment managers have rarely been more divided over whether to jump on board the cyclical rally or stick with defensives. Edward Allen says the dominant question at investment meetings at the firm is how the picture has changed since the rally begun in March...
Read the full article in Citywire
by Citywire Wealth Manager
May
26 ,
2009
Wealth managers respond to Alan Miller's announcement that he has turned his back on the culture, claiming the cult od personality is now "flawed" and "outdated". Edward Allen, Partner and Portfolio Manager explains how he is also dubious about attributing too much power to an individual.
Read the full article in Citywire
by Citywire Wealth Manager
May
22 ,
2009
The risk aversion sweeping through wealthy individuals is putting pressure on revenue margins at private client wealth firms. Charles MacKinnon, chief investment officer explains how he expects the larger wealth management firms to be more severely impacted.
Read the full article in Citywire
by Citywire Wealth Manager
April
7 ,
2009
Charles MacKinnon of Thurleigh Investment Managers explains how he is particularly sceptical of allocating towards a euro-denominated fund at present.
Read the full article in Citywire
by Citywire Wealth Manager
March
16 ,
2009
What impact has the financial crisis had on Asia's prospects? Charles MacKinnon, CIO calls Asia 'a leveraged play on the West'.
Read the full article in Citywire
by Citywire Wealth Manager
March
9 ,
2009
Is the backlash against corporate bonds beginning? Charles MacKinnon, CIO, warns that the sector is far more dangerous than investors realise.
Read the full article in Citywire
by Citywire Wealth Manager
March
6 ,
2009
The recession has exposed a major breakdown in communication between clients and their wealth managers. Charles MacKinnon, CIO, explains how the client has to take some responsibility.
Read the full article in Citywire
by Citywire Wealth Manager
March
5 ,
2009
Many wealth managers agreed with recent comments that North America holds opportunities for the savvy investor, however Charles MacKinnon, CIO, explains how he isn't bold enough to "stock pick" and that he doesn't agree with holding gold as an insurance policy as other fund managers are doing.
Read the full article in Citywire
by Citywire Wealth Manager
February
16 ,
2009
Portfolio manager Edward Allen of Thurleigh Investment Managers is quoted in Citywire's article which explores the "junk" that can often be inherited with portfolios as clients change wealth managers.
Read the full article in Citywire
by Citywire Wealth Manager
February
9 ,
2009
Citywire has identified how parts of the wealth management industry are braced for a year of "legal assaults on a variety of fronts". Charles MacKinnon, CIO, explains how he believes that the superior client relationships smaller wealth firms have with their clients should prevent them from the lawsuits.
Read the full article in Citywire
by Edward Allen
February
8 ,
2013
It has been broadly shown that, in general, passive strategies outperform active strategies for broad market indices.
As followers of academic work and ‘evidence’, where it is available, at Thurleigh this argument should direct us into the arms of passive securities.
Click here to view the article
by Edward Allen
February
18 ,
2011
Following a recent research trip to Australia, Edward Allen explains his thoughts and findings.
Click here to view the article
by Edward Allen
December
17 ,
2009
Edward Allen, from Thurleigh Investment Managers, tells Robert Miller which markets and sectors he expects to provide the best returns in 2010.
Watch the full video on The Telegraph
by Financial News
May
21 ,
2012
"Big is beautiful" Edward Allen comments on the benefits of using ETFs with larger assets under management.
Click here to view the article
by Financial News
September
12 ,
2011
Luca Serino, Partner and Portfolio Manager is named in Financial News' 40 Under 40: A new breed of asset managers. Financial News’ editorial pick of the brightest up-and-coming men and women in the industry.
Follow this link to see Financial News' editorial pick
by Financial Times
June
22 ,
2012
Charles MacKinnon gives his view on Hedge Funds and why Thurleigh does not like it as a way of managing money.
Click here to view the article
by Financial Times
June
15 ,
2012
A need for “wealth preservation”, amid a climate of “financial repression”, is the main reason why portfolio managers still have more than half of their clients’ funds in equities, according to firms taking part in this year’s Financial Times wealth management survey. But some believe this approach is too “cavalier” while markets remain volatile.
Click here to view the article
by Financial Times
May
30 ,
2012
Wealth managers have been moving client assets into currency havens in recent weeks, with the Swiss franc and the US dollar among the biggest beneficiaries. Charles MacKinnon comments.
Click here to view the article
by Financial Times
March
6 ,
2011
The Financial Times looks at the tool Thurleigh has recently built with the Said Business School, Oxford University that can help protect clients' money from volatile markets.
by Financial Times
December
19 ,
2008
More clients of private banks are defecting to smaller firms, advisers report, citing frustrations with the performance of their investment portfolios. So, as equity markets slump further, boutique firms are experiencing a surge in new business – with clients moving assets in the hope they will see some improvement in returns. Thurleigh is mentioned as one of these boutique firms.
Read the full article in Financial Times
by Financial Times
July
19 ,
2008
The advice coming from fund managers and advisors in response to rising inflation is to "diversify". Charles MacKinnon, gives his opinions in this Financial Times article.
Charles MacKinnon warns against such an approach
This article expresses fund managers' views that investors in emerging markets who are enticed towards China, should think about the companies and sectors that will profit most from the rising incomes of the Chinese. David Livingston, Partner and Portfolio Manager explains that suggestions that the Chinese property market is in “bubble” territory are exaggerated.
Read the full article in the FT
This article explores how offshore bonds are growing in popularity but how advisers are warning that the tax wrappers are not suitable for all. Charles MacKinnon, CIO, describes the products as “toxic waste”.
Read the full article in the FT
This article explores how wealth managers are sheltering more of their clients' money in hedge funds to escape the shaky equity markets. Charles MacKinnon, CIO explains how Thurleigh is getting rid of hedge funds to have the money later on in the year to buy equities.
Read the full article in the FT
by FT Adviser
February
1 ,
2012
Thurleigh Investment Managers has launched four core portfolios on Novia in its inaugural offering to IFA clients.
by James von Simson
April
3 ,
2013
For those who have read ‘Mauboussin on Strategy’ for years, it should come as no surprise he should expand his famous July 2010 piece on untangling skill and luck into his latest excellent book.
Click here to view the full review
by Luca Serino, Partner and Portfolio Manager
May
25 ,
2012
Serino gives his opinion on investing in current markets and explains how turbulent equity markets are creating buying opportunities for Thurleigh.
Click here to view the article
by Money Week
March
18 ,
2011
Tim Bennet of Money Week talks about investor sentiment and explains how Thurleigh has been working with Said Business School in order to devise a way to measure it.
Click here to view full article
Edward Allen gives his view on the worries surrounding the European crisis and how Thurleigh have positioned themselves accordingly.
Click here to view the article
by Reuters
November
9 ,
2011
As the odds shorten on Greece leaving the euro, investors are ignoring past examples of currency devaluations that resulted in greater competitiveness and asset price booms. Reuters asks investment professionals their opinion.
Click here to view the article
by Reuters
October
2 ,
2009
Reuters investigates how wealth management firms are counting on new business from the moderately rich as they play down the impact of a possible exodus of the ultra wealthy from tax-hungry Britain. David Rosier, Chairman gives his thoughts on the subject.
Read the full article in Reuters
by Reuters
August
21 ,
2009
Reuters reports on how Charles MacKinnon, CIO, took a break from investing in 2000 to convert his hobby into his profession...
Read the full article in Reuters
by Spear’s Wealth Management Survey
October
1 ,
2010
As China’s financial powerhouse, Shanghai stands poised to become not only a playground for the rich but also one of the world’s great megacities... David Livingston... says that the big decision now facing Chinese businessmen is whether they take their companies public...
Read the full article 'into the dragon's den'
by Spear's Wealth
March
30 ,
2010
Josh Spero from Spear's Salon writes about Blood Over Water, the story of two brothers rowing against one another in the 2003 contest.
Read the full story in Spear's Wealth
by STEP Society of Trust and Estate Practitioners
July
8 ,
2011
Thurleigh Investment Managers is named as a finalist in the STEP Private Client Awards. Thurleigh has been nominated for Investment Team of the Year.
Follow this link to see shortlist
by The Economist
February
28 ,
2008
IF BOND and stockmarkets are driven by the economy, they should tell similar stories. American two-year government bonds are yielding around 2%, suggesting a dismal economic outlook. Similarly, corporate bonds are trading as if many of them are expected to default. So why are global stockmarkets, after a wobbly January, acting as if they had barely heard of the credit crunch?
Why debt markets and shares have parted company
by The Financial Times
December
6 ,
2012
Charles MacKinnon comments as the franc fell to its lowest level in three months against the euro on Wednesday as traders speculated that more banks could follow suit and impose negative interest rates on deposits.
Click here to view the article
by The Wealthnet
December
1 ,
2011
On Tuesday 29 November 2011 PAM Insight hosted the first in a series of quarterly asset allocation roundtable discussions. Charles MacKinnon, Thurleigh's CIO attended the event.
Click here to view the article
by Thurleigh Investment Managers
April
19 ,
2013
Since the beginning of 2013, many markets around the world have risen to all-time highs, but with instability still remaining in the world economy, is this confidence real or misplaced, and how should investors react? Charles MacKinnon of Thurleigh Investment Managers gives his thoughts.
Click here to watch the video
by Thurleigh Investment Managers
January
9 ,
2013
It is the beginning of another new year and with it the realisation that we are living longer. It is one of the biggest issues to effect governments and financial institutions. So the question is, how do we pay for all of this longer life and does it affect our investment decisions? Well one man who takes a long term view is Charles MacKinnon, Chief Investment Officer for Thurleigh Investment Managers.
Click here to watch the video
by Thurleigh Investment Managers
October
19 ,
2012
With questions regarding the resolution of the European debt crisis at the forefront of every investor’s mind, I thought you might interested in hearing Charles’s view on whether there is value to be found in Europe and whether this forms a strong enough case for investing there.
Click here to watch the full video
by Thurleigh Investment Managers
August
1 ,
2012
"There are no more matresses....." See Charles MacKinnon discuss the experiences of the past six months of 2012, and where the new safe places may be to invest your money.
Click here to watch the full video
by Thurleigh Investment Managers
April
23 ,
2012
"This is my 86-year old mother's money. I don't have another chance". Watch Charles MacKinnon reveal his thoughts on investing in today's marketplace, from emerging markets and the Eurozone to the importance of "eating your own cooking".