Cerno Capital Media Mentions 2017-10-25T12:59:28+00:00

Cerno Capital Media Mentions

Wealth Manager: Profile – how Cerno was forged in Asia’s boom and bust

Nick Hornby is profiled by James Phillips and discusses his past working in Asia in the 1990s, how he came to set up Cerno Capital with James Spence, and the future outlook for the company. […]

By | May 2nd, 2017|

FundStrategy: The transformation of the robotics industry and what investors should be asking for themselves

Fergus Shaw comments on the potential risks from investing in narrowly-themed funds, particularly those with robotic themed exposures, and that investors should perhaps consider diversifying their allocations to businesses that focus on returns to shareholders. […]

By | April 4th, 2017|

Reuters: Taxing times – a starting gun on ‘corporate tax wars’?

James Spence comments on cuts to Philip Hammond’s potential initiatives on corporate tax and other funding given the looming cuts President Trump is likely to make. […]

By | November 23rd, 2016|

Portfolio Adviser: Profile – Cerno Capital Partners’ Spence

James Spence is profiled by Gary Shepherd for Portfolio Adviser magazine and speaks about the global outlook of the firm, and how the firm operates a number of longer-term themes within equities. […]

By | November 18th, 2016|

Citywire: Dear chancellor: What do wealth managers want from Hammond?

James Spence comments on the upcoming Autumn Statement expected from Philip Hammond, and how he would welcome the Chancellor announcing a spending boost, with an emphasis on infrastructure. […]

By | July 26th, 2016|

Citywire: Looking forward to the growth industries of 2030

James Spence contributes a column to Citywire in which he looks at future trends and companies within the automotive, payments and energy industries that wealth managers should bear in mind when trying to make money for their clients. […]

By | April 20th, 2016|

Telegraph: Richard Dyson: If you want to profit from market despair, wait: it needs to get more desperate yet

James Spence discusses sentiment measures, and how only those in the 5pc extremities (bearish and bullish) are able to make the best market returns. […]

By | March 7th, 2016|

Telegraph: The investment ‘pairing’ trick to get more for your money when markets fall

Fergus Shaw explains how Cerno Capital have previously sold funds to buy the equivalent investment trust for the possibility of greater returns. […]

By | October 6th, 2015|

Financial Times: Emerging market slump raises fears of capital controls

Russell Napier, stock market historian and member of Cerno’s investment advisory committee, talks about the potential consequences emergin markets like Turkey might have when imposing capital controls. […]

By | September 10th, 2015|

The National: Susan Egelstaff – Judy Murray insists Andy’s form is thanks to his female coach

At an event hosted by Cerno Capital in Glasgow, Judy Murray discusses Andy Murray’s appointment of Amelie Mauresmo as his coach. […]

By | May 30th, 2015|

FT Adviser: Guest comment: Demand shift – Japan has a new marginal buyer for equities

Julia Scheuffler discusses how the huge domestic buying programme Japanese Government Pension Investment Fund has led to a shift towards Japanese equities. […]

By | March 31st, 2015|

ThisIsMoney: Pound hits new seven-year high above 1.36 as UK earnings strengthen and Bank of England points towards rate rises

James Spence comments on how effective the Bank of England will be at warding off the possible consequences of bad inflation. […]

By | February 18th, 2015|

Citywire: Profile – Cerno Capital on avoiding the allure of index hugging

James Spence discusses his formative years abroad in Asia prior to founding Cerno Capital with Nicholas Hornby, and speaks about the multi-asset strategy held in Cerno Capital’s TM Cerno Select fund. […]

By | January 29th, 2015|