Dear Reader, Welcome to the September edition of Master Investor Magazine. Once again we have an exciting line-up of content from our stable of high calibre contributors, all of whom are seasoned investors/traders in their own right. In the cover story of this month's issue of Master Investor Magazine, we ask whether a sea change is on the cards for global macroeconomic policy. Could 'austerity' finally be at an end, and what are the implications for investors? In this month's Master Investor Magazine | MELLON ON THE MARKETS Inside the mind of a Master Investor: Jim Mellon calls for the removal of Mark Carney as Governor of the Bank of England. THE MACRO INVESTOR - THE END OF AUSTERITY With central bankers having exhausted their tool kits, Filipe R. Costa asks whether it's time for governments to take up the baton and how investors can position themselves if they do. IT'S A MAD, MAD, MAD, MAD WORLD Bill Blain of Mint Partners looks at the Bank of England's decision to cut interest rates by a further 25 basis points and examines the implications for investors' portfolios. THE DIVIDEND HUNTER - CAN LEGAL & GENERAL'S MARKET-BEATING YIELD BE TRUSTED? With a yield of over six percent, Legal & General might seem like the perfect stock for income seekers, or is it just too good to be true? FUNDS IN FOCUS - 50 SHADES OF GREY: THE FUNDS TRYING TO DO NO EVIL Nick Sudbury examines the opportunities and challenges of funds managed on the basis of an ‘ethical’ mandate. HOW TO INVEST LIKE... JOHN BOGLE Filipe R. Costa distils the investment strategy and insights of John Bogle, the father of passive investing. FROM ACORNS TO OAK TREES - THREE SMALL CAP IPOs TO BRIGHTEN UP A QUIET SUMMER IPOs can be fraught with danger for private investors, but Richard Gill, CFA, thinks these three newly-listed small caps could be worthy of further attention. OPPORTUNITIES IN FOCUS - INDIA'S FINTECH REVOLUTION Victor Hill takes a look at the companies who are transforming the financial landscape of the world's second-most populous country. CHART NAVIGATOR - DON'T LET YOUR CHARTS CONTROL YOU Adrian Kempton-Cumber gets technical. We have a myriad of trading technology and tools at our fingertips. But are we controlling it, or do our charts control us? FORENSIC FOREX- HERE'S WHERE THE FED IS GETTING THINGS WRONG Author and trader Samuel Rae explains why it's time for the Fed to raise rates significantly and what this means for currency traders. MILLENNIALS & MONEY - HOW TO BUILD A PROPERTY PORTFOLIO - PART 1 In the first instalment of a new series, Entrepreneur Caroline Drewett looks at how Millennials can build a property portfolio from scratch. BEST OF THE BLOG We look back at some of the most popular pieces from the Master Investor Magazine website during the month of August. READ TO SUCCEED - INVEST IN THE BEST Richard Gill, CFA, reviews Invest in the Best, in which author and fund manager Keith Ashworth-Lord explains how investors can outperform over the long term through buying superior businesses at prices that make business sense. THE FINAL WORD - THE ART OF ANTICIPATION Adrian Kempton-Cumber calls it as it is. This month, the AKC explains why investors need to correctly anticipate major trends in order to succeed in the long term. MARKETS IN FOCUS Market data for the month of August. Companies and funds covered in this month's issue include: Medivation, Pfizer, SalvaRx, Portage Bio, Gilead, db x-trackers UK Gilts Short Daily ETF, db x-trackers Stoxx Europe 600 Banks UCITS ETF, SPDR Gold Shares ETF, VanEck Vectors Gold Miners ETF, VanEck Vectors Junior Gold Miners ETF, iShares Global Infrastructure ETF, FlexShares STOXX Global Broad Infrastructure Index Fund, Legal & General, Guinness Alternative Energy, BlackRock Global Funds New Energy, Pictet Clean Energy, Premier Ethical, Kames Ethical Equity, F&C Responsible UK Equity Growth, Jupiter Ecology, Stewart Asia Pacific, Asia Pacific Sustainability, Kames Ethical Cautious Managed, Rathbone Ethical Bond, SEC, Comptoir Group, Time Out Group, Aditya Birla Money, IDFC Ltd, Yes Bank Limited, Canara Bank, ICICI Bank Ltd, Infrastructure Development Finance Company, State Bank of India, Bank of Baroda, Punjab National Bank, Neptune India Fund, SKS Microfinance, BAE Systems. With all this and more besides in this month's issue of Master Investor Magazine, what are you waiting for? Swen Lorenz Editor, Master Investor Magazine P.S. Are you following our Facebook channel? That's where we are publishing travel notes from our contributors, summaries of our latest articles, and bite-sized background information about topics we are covering in the magazine. If you haven't already friended us, visit us on www.facebook.com/masterinvestor. Please visit us at www.masterinvestor.co.uk. |