Colin McLean

I'm a professional investor, writing on investor behaviour, markets & risk. Comments & RTs are not investment recommendations or research.

[Colin McLean @colinmclean]

Fund liquidity – the key issues https://t.co/2tTfSYyL7E

[Chris Grove @EnglishChapInPT]

Delighted to have advised SVM asset management on their sale to AssetCo PLC. Not every day you advise on a deal between people who have known each other over 30 years! Congratulations to Martin and Colin. https://t.co/af17B5P2RZ

[Colin McLean @colinmclean]

@JoolsBell55 Great pic. Yes I saw this too but not surprised

[Colin McLean @colinmclean]

Interesting comment on Assessment of Value by Jon Beckett on Funds Boards Council arguing that these reports on UK mutual funds have failed to make real impact so far. JB calls on independent directors to speak up. https://t.co/fIgVlDWJwy

[Colin McLean @colinmclean]

@bruce_packard One problem is that market makers have now much less risk capital so won’t make risk prices or hold stock overnight. The ability to trade in bigger size comes from broker knowledge of the share register and potential buyers.

[Colin McLean @colinmclean]

Does the Aim market offer a glimmer of hope for UK investors? My thoughts in Portfolio Adviser on a UK index that’s up this year versus almost 20% down in the FTSE 100. https://t.co/rDKyHfjSvp

[Colin McLean @colinmclean]

Pleased to see I’m not the only one noting a deterioration in quality independent research for UK smaller companies since MiFID II. Oddly in the years pre-unbundling in which we made full disclosure of costs no client asked about it. https://t.co/gda0pjLsK2

[Citywire Wealth Manager @CitywireWealth]

Several high profile value managers have recently retired after struggling for a period to perform

Might this be the signal of maximum pessimism? 🖊️@colinmclean
#investment #finance #funds
https://t.co/mcqmpGTPtM

[Colin McLean @colinmclean]

Colin McLean: Fund firms don't yet know if office exodus will hit performance https://t.co/5HDri3Q78r

[Colin McLean @colinmclean]

@Lordshipstrade @wirecard Did you see that a YouTube video by a leading fund manager extolling the virtues of Wirecard has been taken down. Was his biggest holding

[Colin McLean @colinmclean]

Another blow for the notion that markets are efficient for big stocks. Wirecard more than halved astonishing for a DAX stock. But it started the day with only 2/25 broker sells. #DAX30 #Wirecard $WDI

[Colin McLean @colinmclean]

@Eelco_Fiole Thank you. We are all in good spirits. I hope you and your family are well also.

[Colin McLean @colinmclean]

Honoured and delighted to join this new Board. Public Health Scotland will focus on a holistic approach to improving Scotland’s health and reducing health inequalities. It aims to co-ordinate national and local government work to improve wellbeing across Scotland.

[Public Health Scotland @P_H_S_Official]

Minister for Public Health, Sport and Wellbeing Joe FitzPatrick @JoeFitzSNP has now announced the members appointed to Public Health Scotland’s Board. You can find out more here ➡️https://t.co/Vm1Ohvak6l

[Will Goodhart @WillGoodhart]

Important read for @cfauk @cfainstitute members and stakeholders who are interested in making a difference. We support the taxonomy, but there's much more that we need to get right.

[President and CEO at CFA Institute @CFAInstituteCEO]

My heartiest congratulations to Marg Franklin on her appointment as the next President and CEO of @CFAinstitute. As a former Board Chair and head of @CFAToronto, Marg has been a great friend to members, societies and the Institute over very many years.
https://t.co/UNsbihUaU3

[Stephen Hazell-Smith @thecitygrump]

@MerrynSW Woodford is the canary in the ETF coal mine. Investors experience with his illiquidity problems will be nothing compared to the astronomic growth in ETFs, which will become illiquid at the first sign of trouble.

[Colin McLean @colinmclean]

@deadlyfrom80yds @AimCanuck @asibiza1 The Guernsey thing still mystifies me. But having official risk metrics based on volatility and so favouring funds with less liquid assets looks wrong.

[Colin McLean @colinmclean]

Fund suspensions are rarely a good answer to liquidity and pricing problems.

[Tom Selby @thomasselby]

Huge news as Neil Woodford's flagship equity income fund is suspended on the back of massive redemptions. Can the UK's most famous fund manager come back from this? https://t.co/6PzfKN1jxW …