Logical progression

David Prosser explains why and how to make considered and circumstantially-appropriate investment choices. For professional investors such as pension funds, an idea known as “liability-driven investment” has been fashionable for some years now. It’s essentially…

Turning Japanese

With the Rugby World Cup starting next week and the 2020 Olympic Games on the horizon, Japan is set to be the focus for many around the world in the coming months. For investors, long-term…

Building bridges

Over the last ten years the Infrastructure and Renewable Energy Infrastructure investment company sectors have grown by over 700%, from £2.04bn of assets (4 companies) in June 2009 to over £16.7bn of assets (17 companies)…

A perfect pension?

What’s the best way to save and invest inside a pension plan? Pension savers benefit from generous tax breaks that automatically give their retirement funds a boost, but to really maximise your income later in…

Riding the waves

Ian Cowie Shareholders enjoyed a sparkling start to 2019 as global stock markets recovered from 2018’s anxious autumn. Share prices’ roller coaster ride is not necessarily over yet but the sharp recovery seen this spring…

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…