Posts from Sunday Jul 31 2011

FTfm on AV

Some highlights from Monday’s FTfm

‘Best-ideas’ funds come out on top
Highly concentrated “best-ideas” funds may be able to consistently outperform traditional, highly diversified active funds, according to new research.

Unusable reserves: it’s hot air, say analysts
A recent report by the Carbon Tracker Initiative which argues that much of the world’s stock of hydrocarbon reserves can never be burnt if we are to avoid runaway climate change has met with widespread scepticism. Read more