Troy Income & Growth Investment Trust

Summary Troy Income & Growth (TIGT) is relatively concentrated portfolio of around 40 stocks, with a focus on blue chip UK listed companies which have strong franchises and sustainable dividend growth. The trust’s objective is…

Ruffer Investment Company

Summary Ruffer Investment Company is an unusual investment trust focused squarely on absolute returns. It invests primarily in ‘long only’ assets – equities and bonds – but also uses currencies and derivatives as part of…

The Continuing Story of Central Bank Failure

We have been meaning to write an in depth report on central bank policies for some time and the market responses to recent BoJ policy decisions as well as the Fed meeting and press conference…

Another European Summer of Discontent

Five of the last six Summers have seen European troubles bubbling to the surface. It appears that this year, Europe is again struggling to contain some wildfires that have just taken hold. Indeed, after four…

When is Mexico’s Moment?

Mexico’s economy surprised analysts in the first quarter by beating expectations and growing at an annualised rate of 3.2%. It was a rare bright spot as investors begin to wonder if ‘Mexico’s moment’ is slipping…

Picking the Low Hanging Fruit

Anyone who has got to know our views over the last 12 months or so has probably heard us talking about trying to pick low hanging fruit. By this, we obviously mean that we wish…

ISA Guide 2016

The 2015/16 tax year has ended. Like most people, you probably left it late, but you did some research – perhaps consulted Money Observer’s seminal Rated Funds publication Your Fund Choices – made your investment…

Viva la revolucion

Gold, oil and house prices have, at different times, all been viewed as a one way bet by British investors, but the goldbugs hoping for a rebound have been disappointed for many years and those forecasting…