As UK and global markets face the unprecedented challenge of the coronavirus pandemic, Louise Kernohan, co‑manager of Dunedin Income Growth Investment Trust, advocates a focus on high-quality companies and the need for a long-term mind-set.…
Ignore the noise: UK dividends should be prized
Brexit has weighed heavily on UK shares, even where it will have little impact on the companies themselves The yield on UK shares has hit its highest level since March 2009 Significant pessimism appears priced…
Just what the doctor ordered
Ian Cowie dissects a relatively good year for biotech and healthcare investment companies. Many investors may be feeling a bit queasy after stock markets’ feverish finish to last year and a shaky start to 2019.…
Outlook for Asian equities – 2019: the good, the bad and the surprising
Our Asian equity specialists outline the major investment themes in Asia over the coming year. What opportunities are on your radar? We expect further development of the four powerful secular trends which are supporting Asian…
Smaller companies: not as vulnerable as you think
Smaller companies have been seen as more exposed to any potential deterioration in the UK economy They are also seen as more risky in an environment where investors are nervous The reality for smaller companies…
Outlook for income investors – 2019: the good, the bad and the surprising
Mark Whitehead, Portfolio Manager and Head of Income at Martin Currie, provides his thoughts on the major investment themes for income investors to keep an eye on. What opportunities are on your radar? As income investors,…
Healthy prospects
Polar Capital Global Healthcare explain why big pharma shouldn't be ignored. As well as disruption and innovation coming from smaller, more nimble companies, we are now seeing the proactive, larger businesses driving structural change across…
Outlook for growth investors – 2019: the good, the bad and the surprising.
Zehrid Osmani, Portfolio Manager, outlines his views on the major opportunities, trends and expectations for 2019 What are the most exciting opportunities? The market is becoming increasingly anxious about risks of a recession, which is…
How to achieve consistent income growth
Job Curtis, Fund Manager of The City of London Investment Trust, explains the strategy behind the Trust’s 52-year dividend growth record and how the portfolio is currently positioned with aim of achieving income and capital…
Focussing on long-term growth with smaller Asian companies
Asia is the dynamic growth region Many companies focused domestically, riding the mega trend of consumer consumption Greater growth potential than large cap This has been a challenging year for investors in Asian equities. Stock…
Small is beautiful: why frontier markets are an option for volatile markets
Frontier markets are more insulated and less subject to the ebb and flow of international sentiment These markets are idiosyncratic and well-suited to a stock picking approach Frontier markets have some notable advantages: high growth,…
Alternative times call for alternative solutions
With so much uncertainty shrouding 2019 already, now might be a good time to diversify your portfolio and seek alternative returns away from mainstream markets, say James de Bunsen and Peter Webster, Co-Fund Managers of…
LatAm’s grand slam: The region looks to the future, after a year of political challenges
By Viktor Szabó, Investment Director, Aberdeen Latin American Income Fund Limited - It has been a time of political upheaval across Latin America with Brazil, Mexico and Colombia seeing elections - With this political upheaval…
The reassurance of a quality dividend
Dividends are an important ballast for a portfolio in difficult market conditions, but some sectors are vulnerable to cuts and dividend volatility. - Dividends form the bulk of an investor’s overall return - Regular and…
Are trade headlines hiding a ‘tech cold war’? For Professional Investors Only
If trade tensions continue, the US and China could lock each other out and create their own tech ecosystems, forcing the rest of the world to choose one over the other. With the global economy…
Preserving capital
We hear from investment companies who aim to preserve investors' capital and limit volatility. Investment companies have been adapting to meet investors’ needs for 150 years. As well as offering exposure to markets around the…
The unintended consequences of saving the world from the financial crisis For Professional Investors Only
The response of central banks to the financial crisis 10 years ago may have saved the world from a devastating depression, but it also created a host of unforeseen effects – from more indebtedness to…
Navigating choppier waters
We hear from investment companies with multi-asset and capital preservation strategies. Investment companies have been adapting to meet investors’ needs for 150 years. As well as offering exposure to markets around the world and specialist…
Finding the sweet spots in credit
Matthew Chaldecott, Fixed Income Product Specialist, discusses how to target the ideal portfolio mix in the current credit environment. As we near the end of 2018, we have finally started moving away from accommodative monetary…