Going Green

The growing popularity of investment strategies incorporating ESG (environmental, social and governance) criteria is one of investment’s biggest trends. More investors want their money to be invested in a sustainable way or in a way…

Heroes welcome

We have recently published our updated list of dividend heroes, the investment companies which have increased their dividends for 20 or more years consecutively. There are 20 dividend hero investment companies and of these four…

Tick-tock

With Brexit looming, questions continue to be asked about the UK’s economic prospects and the outlook for UK investments remains uncertain. UK equities are unloved, but this could present an attractive entry point for investors…

Brexit bargains

Are value-focused managers making the most of political uncertainty? With Brexit looming, questions continue to be asked about the UK’s economic prospects and the outlook for UK investments remains uncertain. UK equities are unloved, but…

From acorns to oaks

Uncertainty around Brexit has hit UK markets and raised questions about the UK’s economic prospects, but what effect is it having on the UK’s smaller unquoted companies? Despite a tough year, the average VCT returned…

Small is mighty

High earners and serious savers find it harder to use pensions to keep wealth beyond the grasp of the taxman, since the Treasury tightened the rules. That’s the bad news. The good news is that…

New Year Resolution?

The 5th of February marked the start of Chinese New Year, ushering in the Year of the Pig. Pigs are said to be generous and enthusiastic and though they may not stand out from the…

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.…

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…

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…

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…

Leading the way

Ian Cowie explains why independent boards are a clear benefit of investment companies. Individual investors may feel overcharged and undervalued by some financial organisations that seem to be more interested in the weight of money…

Backing a greener future

Investment companies have been adapting to meet shareholders’ needs for 150 years and today’s investment companies are providing investors with the opportunity to invest in businesses that are helping to tackle the environmental challenges we…

Down with the KIDs

The AIC has published further research demonstrating why consumers are being misled by Key Information Documents (KIDs) and why the FCA needs to act now to protect consumers. The research looked at 56 investment company…

Two views make a market

Ian Cowie explores the opportunities presented by bearish sentiment on the UK. More than two years after Britain voted by a single-digit majority to leave the European Union, it remains unclear whether Brexit will prove…

The UK before Brexit

Two years after the EU Referendum, investor sentiment towards the UK is subdued despite the recent stock market highs. Concerns about Brexit and a UK economic slowdown are always present, but is this investor uncertainty…

Finding financials

An easy mistake to make after the global financial crisis has been to look at the financial sector through the lens of the failings of a very small number of large banks. Another is to…

The world’s biggest health challenges

Investment companies have been offering investors access to innovative businesses and sectors for 150 years and an area where innovation is particularly prominent today is healthcare and biotechnology. It’s well known that investment companies in…