Some Charts That Are Catching Our Eye

We thought we would have a look at a few charts this week that are catching our eye or have piqued our interest. So, less words this week and more pictures; which should make it…

From little acorns

Venture Capital Trusts or VCTs are becoming increasingly popular, with demand boosted by valuable incentives for investors in these tax shelters and tighter restrictions elsewhere. However, smaller companies and start-ups held within this type of…

Small is mighty

Europe became the flavour du jour As global economies emerged from a searing financial crisis at the turn of the decade, the US and UK seemed to pull ahead of their European cousins. Earnings there…

Thoughts Ahead of the ECB

By this time next week, we will know the outcome of the deliberations of the European Central Bank. The majority of forecasters expect an announcement on their QE programme, with a EUR20 billion or EUR30…

European Equities: Back to School

September in the Northern Hemisphere tends to be the beginning of the new school year. This year there seems to be a large amount on the ‘curriculum’. Starting with Brexit, the temperature is rising as…

The Euro is at a Very Interesting Juncture

The bond markets are having a bit of a hissy fit, and as noted last week, this seems to be primarily driven by a position adjustment as speculation rises about the ECB’s normalisation path. We…

Europe: As the Politics Subside

Might Europe be the place to be? I think European equities tick a lot of the right boxes right now. Economies are recovering – indeed the first quarter of 2017 saw Europe once more grow…

The Centre Holds

Alex Scott, Deputy Chief Investment Officer. 11 May 2017. Investor attention has been dominated by political risk for the best part of a year. Now, however we see signs that we might be passing the…

Sheltering portfolios around the French election

Chris Darbyshire, Chief Investment Officer. 10 April 2017. In three months’ time, the French will have queued up four times in two (separate) elections. Their first selections take place in April and May as they…

Analysis: What next for European ITs?

Our analysis shows that European investment trusts have in recent years delivered strong returns to investors from their current discount, but risks abound in 2017... Background                                                                        In September last year we examined European investment trusts…

Europe: A contrarian investor’s view…

The UK’s referendum on membership` of the European Union has produced very little, so far, in terms of concrete change – instead it seems to have become the most bitterly fought contest to see who…

Market review: slow progress

The Brexit discussions rumble on. Two and a half months on from the 23 June vote, the details of Britain’s proposed departure from the European Union (EU) remain unclear. Perhaps worried that the phrase is…