GICS Changes and More Big Headlines

Monday, September 17, 2018 – The fickle nature of stock market sentiment was on full display this past week, as investors brushed off lingering, unresolved trade tensions to propel all 3 major indexes to weekly…

A Smart, Dynamic ETF Approach to Market Exposure

This article was originally published on ETFTrends.com.Equity investors face some challenges in today's environment, but people can look to multi-factor ETFs in seeking enhanced return and diversification potential. On the recent webcast (available On Demand for…

Domestic vs. International Forces

Monday, September 10, 2018 – This past week, investors engaged in an all too familiar exercise: the weighing of mixed signals in the market. A constant balancing act between positive, domestic economic growth and mounting…

New Highs via Tech

Tuesday, September 4, 2018 – Stocks recorded solid gains last week, helping bring most of the major indexes to all-time highs. The technology-heavy Nasdaq Composite Index performed best and crossed the symbolic 8,000 threshold for…

Structural change, disinflation and ‘Amazonisation’

Serial disruptors like Amazon are shaping the economic transformation that is taking place before us. John Pattullo, co-fund manager of Henderson Diversified Income Trust, explains how investors can be on the right side of change.…

Hazy, Hot and Humid

Monday. August 27. 2018 – Equity markets powered their way to gains last week as optimism over still-solid fundamentals outweighed the headline risks surrounding the latest political turmoil in Washington. The current bull market passed…

Latin America’s Emigration Problem

What happened? The United States immigration policy is back in the spotlight.  President Trump responded to political pressure and issued an executive order ending the policy of separating families caught illegally crossing the border. The…

Climb Resumes as Markets Stabilize

Monday, August 20, 2018 – Last week began with investor concerns about potential contagion in the Turkish Lira and potential weakness in the US housing market. By midweek, investors refocused on strong corporate earnings and…

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…

A century’s old pedigree

Investment trusts have endured, largely unchanged, since the late 1800s The closed-ended structure, and not having to manage inflows and outflows, has been found to contribute to performance Flexibility of income generation will be important…

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…

Asia: the demographic dividend

By Adrian Lim, Investment Director, Edinburgh Dragon Trust plc Asia has a young, entrepreneurial and increasingly wealthy population This brings investment opportunities in areas such as healthcare and financial services As entrepreneurship declines in the…

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…