Expanding horizons

150 years after the first investment company was launched, the industry is still expanding investors’ and advisers' options to new and innovative areas. Of course there are many well-known investment companies investing in equities and…

Sector Specialist: Debt

With interest rates at all-time lows over the past decade, investors have increasingly been looking to alternative assets in their search for income. Sector Specialist: Debt is one of the highest-yielding investment company sectors and…

Not So Bearish on US Fixed Income

The market has been pretty bearish on US bonds for some time now, a crowd that we have been firmly sat in. The bear case is clear; not only are major buyers on strike, some…

Weekly ETF Equity Select List – 7th, May 2018

About the ETFG ETP weekly Select List The ETF Global Weekly ETF Select List has been designed to support both Financial Professionals and Investors with their respective Exchange-Traded-Fund selection processes. Once the investor’s risk tolerance,…

Recovering from a lost decade

Capital at risk: All financial investments involve an element of risk. Therefore, the value of your investment and any income from it will vary and your initial investment amount cannot be guaranteed. Emerging Europe is…

Battle Lines Are Being Drawn

We have regularly discussed our multi-month topping thesis in the last three months (and a few times last year – prematurely as it turned out), and price action in recent weeks has done nothing to…

Where’s the clever money going? March 2018

It’s been an eventful start to 2018, with a return to a more volatile environment as global markets climbing to record highs in January, before several days of dramatic correction at the start of February.…

The Big Waiting Game on the US Economy

It feels very much like a big waiting game at the moment. Economically the consensus became very excited about synchronised global growth as 2017 ended, and of course the US tax cuts were supposed to…

Another Goldilocks Employment Report

Just when equity markets needed an extra boost, the US released yet another “Goldilocks” employment report. Strong jobs growth surely indicates a strong economy; great news for corporate profits that are being turbo-charged by the…

Taking AIM

"Come back and see me when your market cap is £100m". A phrase commonly heard by the management teams of smaller companies. To some degree, risk, liquidity and time-management makes this understandable but we believe…

The outlook for VCTs

Demand for VCTs in the 2017-2018 tax year has been very strong. From 6th April 2017 to 31st January 2018 VCTs have raised £483 million, more than double the £221 million raised from 6th April…

Signs of Short Term Improvement in Bond Markets

Having raised the specter of higher bond yields in recent months, we think that the market is showing signs that there may be some short term reprieve. If correct, and having said several times in…

Surely Not Straight Up Again?

Equity markets, having reached short term oversold levels that even we identified last week, have rallied very smartly in the last week or so. This rally is very similar to other V-shaped rallies we have…