Leading financial analysts

When considering which investment companies to use, many people like to follow individual fund managers and analysts. Knowing that there is a track record of success can make a real difference. Although it may not be a guarantee of future performance, it can certainly be helpful in ensuring that you are investing your money, without having that sense that you are stepping into the great unknown.

But how can you go about producing the best results on a consistent basis, when it comes to looking at getting maximum concerns at a risk level that you are happy with. Sticking with those fund managers who produce strong results time and again can certainly work well.

When considering the success of Nevsky Capital, to take an obvious example within the marketplace, there is no doubt that many investors would associate that record of success with the individual input that comes from Nick Barnes and Martin Taylor.

Martin Taylor & Nick Barnes

Martin Taylor and Nick Barnes have worked hard to build up a dedicated following of investors who trust their judgement and ability to make reliable returns on an ongoing basis.

Nevsky Capital

How might we describe the key to their success? Inevitably, investors tend to follow the data and the numbers. A great reputation is built, as a result, on a solid performance that can be measured via particularly visible metrics. Without that sort of information, it would simply be impossible to imagine investors relying on key individuals in this way.

Nevsky's Nick Barnes

For Nick Barnes, there will certainly be interest in continuing to maintain those excellent standards that have been set over a period of many years. It’s only through dedication and consistency that investors can be retained. There is no temptation to look elsewhere, as long as confidence is in place that performance will continue to meet the high expectations that have been set.

It’s natural that other analysts and professionals should wish to replicate what has been achieved by Nick Barnes and Martin Taylor at Nevsky Capital. But will they be able to scale the heights in the same way? One thing is certain: many will continue to follow in the footsteps of those who lead the way. They will do so because they hope to reap the rewards.

Volatile Russian markets

The recent headlines being made in the Ukraine are clearly of interest to those who wish to invest in Eastern Europe. It should be noted that this blog is certainly not the place for a discussion on the political merits of decisions that are being taken in that part of the world.

However, the financial ramifications are certainly of importance and it’s right that they should be given due consideration. After all, an understanding of what’s going on could lead to a greater insight on the investment opportunities that may be available.

As has been written elsewhere, one of the knock-on effects of the crisis has been the falling value of many shares on the Moscow stock exchange. Some analysts have attributed such falls to the sanctions that have been announced by a number of Western governments. Again, without looking too closely at the nature of such sanctions, it does seem reasonable to ask whether there is a need to consider the impact here on investors.

The future of the Ukraine

For those who are looking to invest directly in Ukrainian companies, there’s a high degree of uncertainty right now. Few people could claim to have an understanding of how the situation will resolve and what it will mean for businesses that are local to that area. What we do know, however, is that markets and investors rarely like a high degree of uncertainty.

Until the crisis reaches a point of resolution, it seems reasonable to expect that share prices will continue to fluctuate.

The impact on Russia

Much of the focus of the news headlines has understandable been on the people of the region and how their lives might be expected to change. Much analysis has been carried out on the Crimean region, in particular.

But what about the impact on Russia? Tumbling stock markets rarely lead to positive headlines and it might be expected that investors will flee, looking for alternative safe havens.

This undoubtedly provides an interesting situation for fund managers and others with expertise that is region-specific. For the most part, their expertise will mean that they will have been aware of what was brewing, well in advance of this coming to the attention of the wider public here in the UK. What that should mean is that they were already making investment decisions that took into account the amount of risk that was involved.

Conclusions

The biggest losers here, in purely financial terms, are likely to be amateur investors. While professionals may have had advance warning of the looming crisis, it’s to be expected that many amateur investors will have witnessed these events from afar, with a combination of surprise, outright shock and obvious concerns.

This is very much a live situation too. Until events settle down, it’s very difficult to know whether there will be a real long-term impact. For those who are reliant on professional Fund Managers, the hope is that those experts have done their research.

For those who are investing directly in the region, it’s time to look more closely at what’s going on, in order to allow the correct actions to be taken.