By: Andrew Evans

I’m an author on The Value Perspective blog and a fund manager on the value team at Schroders. Prior to joining in 2015, was responsible for the UK research process at Threadneedle. I began my investment career as an analyst in 2001.

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Ten insightful books for value investors

City Talk

Here on the Schroders value team, we’re always looking for an opportunity to gain an investment edge. Books don’t necessarily need to be directly connected to investing in order to help us find new insights. Here, we consider a variety of books that we think can offer useful perspectives to investors. Juan Torres Rodriguez suggests [...]
Beware picking an investment – or a football team – for its glory days

City Talk

Football being what it is, Liverpool’s triumphant Champions League campaign – with that extraordinary semi-final comeback against Barcelona to the fore – was never going to have every single club fan in the country up on their feet and cheering. Nevertheless, the weeks from the team’s victory over Spurs in June to the start of [...]
Lessons in investing from England’s Cricket World Cup victory

City Talk

It may not have felt like it at times during the final but England started the Cricket World Cup as clear favourites to win the tournament. Forget the weight of money that tends to distort domestic teams’ odds ahead of a major sporting event. Independent data had England ranked as the top one-day cricket side [...]

Why investors should beware the latest fairytale story

June 12, 2018

Once upon a time there lived a little pixie, who went to see a wise old wizard to ask him a question (humour me and read on…). “Why was the Fairyland stock market down today?” asked the pixie. “Because there were more sellers than buyers,” shrugged the wizard. “And if the market should rise tomorrow, [...]
‘Supermarket giants doomed’ – no, just history repeating

February 2, 2018

Investors, analysts, journalists or other market commentators often become convinced some scenario or trend definitely will or will not play out. Check back a few years later, however – always anyone bothers – and that certainty may prove unwarranted. Three or four years ago, for example, many were arguing it was ‘game over’ for supermarket [...]
If water firms still use ‘diving rods’, what magic should investors believe in?

December 29, 2017

With Santa Claus steeling himself to fill the stockings of more than two billion children in a matter of hours last Sunday night (NB: figures not adjusted for final naughty/nice calculations), Christmas is traditionally a time of magic or, perhaps, the willing suspension of disbelief. However, we do wonder if there is enough of either [...]
Electric shock – finding the winners and losers of the electric revolution

October 11, 2017

The electric car – as a concept – is almost as old as the internal combustion engine (ICE). The first electric vehicle (EV) is credited, somewhat contentiously, to Scottish chemist Robert Anderson as far back as 1837. Thomas Edison is even rumoured to have explored a cheap electric car with Henry Ford as early as [...]
Three charts that suggest banks are stronger now than before Northern Rock

October 10, 2017

September marked the 10th anniversary of the moment most people had their first inkling all was not completely well with the global financial system. On 13 September 2007, word began to spread that Northern Rock had asked for emergency funding from the Bank of England in its capacity as "lender of last resort", thus prompting [...]
What Alan Shearer can teach us about QE

August 15, 2017

What a versatile chap Alan Shearer is turning out to be – record goal scorer in the English Premier league, football pundit for the BBC and now The Value Perspective’s favourite go-to illustration when explaining financial concepts. A couple of weeks back, we learnt what he had to teach us about inflation and now he [...]
What Alan Shearer has to teach us about inflation

August 4, 2017

So who are the world’s three biggest spenders on defence these days? That’s right – the US, China and … Manchester City. Boom, boom. Yes, we may still be a week away from the start of the 2017/18 English Premier League season but of course it has been generating back-page headlines for weeks now thanks [...]

HSBC: City market’s top firm turns to Asia and Middle East

Premiership run-in: Saints and Bath will impact top four

Here We Are, National Theatre, review: Stephen Sondheim musical is more Severance than sing-a-long

By: Andrew Evans

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