Atholl Simpson

New York

'I'm a Scotsman living in New York'. Editor of Citywire Americas and a Newcastle United fan on a search to find the best whiskies in this fair land.

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Articles

“All the strategies that I manage have an emphasis on capital preservation and liquidity”

Sep 11, 2024 | citywire.com | Phil Oakley |David Gutierrez |Atholl Simpson |Nicola Blackburn

Joanne Driscoll discusses how to achieve liquidity while investing in the best fixed income products available and while doing so, achieve positive returns. Discover Putnam Ultra Short Duration Income strategy here at Franklin Templeton. By clicking the “Watch the video” button above, you agree to Citywire sharing your name, company and corporate email address with the video’s sponsor.
iCapital monitored by advisors as possible IPO candidate - sources

Sep 11, 2024 | ionanalytics.com | Cristiano Dalla Bona |Atholl Simpson |Rachel Stone |Carlos Martinez

iCapital, a global fintech platform serving the wealth management industry, is being eyed by advisors as a possible initial public offering candidate as the company explores strategic options, according to three sources familiar with the matter. The company has been considering potential avenues, with an IPO seen by the market as its most likely plan, said two of the sources.
The world’s 10 best companies: Two cheap US tech titans

Sep 11, 2024 | citywire.com | David Gutierrez |Phil Oakley |Atholl Simpson |Nicola Blackburn

This is part one of our series on the Elite Companies global top 10. It’s been a shaky period for high-flying technology shares, but tech titans remain hugely popular with the top fund managers tracked by Citywire Elite Companies. Six of the current top 10 stocks globally fit this billing. Four of them are listed in the US and among the so-called Magnificent Seven stocks, and today we’re reviewing why managers are mad keen on two of them: Alphabet (US:GOOGL) and Meta (US:META).
Mixtos Defensivos, estos son los mejores gestores a un año

Sep 11, 2024 | citywire.com | Phil Oakley |Atholl Simpson |Nicola Blackburn |Angus Foote

Analizamos la categoría Mixtos Defensivos Eur, que cuenta con 275 fondos distribuidos en España, liderados por 232 gestores con una rentabilidad promedio a un año del 6,2% (31 julio 2023 - 31 julio 2024). El ranking completo está disponible en la sección Inversiones - Fondos & Gestores de la web. En el top 1 encontramos al gestor Yoni Perez y Hugues Daninos gestores del fondo CM-AM Advanced ER, obteniendo un retorno del 11,8%.
Latin America: The last piece of the puzzle

Sep 10, 2024 | citywire.com | David Gutierrez |Atholl Simpson |Nicola Blackburn |Angus Foote

Even though analysts’ geopolitical focus in recent years has been centered on China, the war in Ukraine, and the conflict between Israel and Hamas, there is one region strategically close to the United States that has the potential to become a major focus in the next ten years: Latin America, or LATAM. What is the basis for this assertion?
UBS adds two senior financial advisors to its Coral Gables office

Sep 10, 2024 | citywire.com | Selin Bucak |David Gutierrez |Atholl Simpson |Nicola Blackburn

UBS International’s Coral Gables office has added two new senior advisors. Omar Castro and Javier Villanueva joined the bank according to Katherine Lapadula, managing director and market executive of UBS Florida International. Omar Castro started his career at JP Morgan Private Bank as executive director in 2012. After 6 years at the bank, he joined Merrill Lynch where he worked as a private wealth manager until this month.
We love Buffett: Why so many of the world’s best portfolio managers back Berkshire

Sep 9, 2024 | citywire.com | Algy Hall |Atholl Simpson |Nicola Blackburn |Angus Foote

Berkshire Hathaway (US:BRK.A), the insurance company and investment vehicle of Warren Buffett, perhaps the world’s most celebrated investor, has been in the headlines. Not only did the ‘Sage of Omaha’ turn 94 at the end of August but, just two days before his birthday, Berkshire became part of an exclusive club of eight companies each boasting a market capitalisation of more than $1tn. A bit of Buffett-bashing is never too far away at such times.
Why Elite Investor Wadhwaney is backing this transformed copper play

Sep 9, 2024 | citywire.com | Miles Costello |Atholl Simpson |Nicola Blackburn |Angus Foote

Mining is a dirty business. It takes sweat and toil to gouge into large tracts of land and the activity can carry high risks for both workers and the environment. Some of the more contentious materials the big miners pull out of the ground – coal, in particular – have also made the sector a no-go zone for many investors in recent years. However, large parts of the industry have been cleaning themselves up, not least to cash in on supplying metals needed for the energy transition.
Deuda Corporativa Global - Los mejores gestores a un año

Sep 9, 2024 | citywire.com | Atholl Simpson |Nicola Blackburn |Angus Foote

Analizamos la categoría Renta Fija - Deuda Corporativa Global, que cuenta con 97 fondos distribuidos en España, liderados por 139 gestores con una rentabilidad promedio a un año del 6,9% (31 julio 2021 - 31 julio 2024). El ranking completo está disponible en la sección Inversiones - Fondos & Gestores de la web.
A new approach to the high yield market – Kaleidoscope eyes to alter patterns and open new opportunities for offshore investors

Sep 5, 2024 | citywire.com | Isabella Elwaw |Atholl Simpson |Nicola Blackburn |Angus Foote

The trends shaping investors outside the U.S. include diversification from their home market, demand for yield, and greater transparency. U.S. High-Yield Bonds via a separate managed account check all these boxes. Successful investment in high-yield bonds requires an experienced manager who understands market nuances and liquidity profiles, particularly in a low-interest-rate environment where such bonds become more attractive.