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…

Shifting Sands

Alex Scott, Chief Strategist, Seven Investment Management (7IM) We suspected that a rise in market volatility was likely in 2018 – but of course, no-one knew how or when it would play out. That risk…

Week in Review: Meltdown!

It’s been a while, but share-price volatility is back – and how! This week, the world’s main equity markets plunged sharply on Monday, bounced briefly mid-week, then slumped again on Thursday. The S&P 500’s 4.1%…

A Reality Check

Alex Scott, Chief Strategist, Seven Investment Management (7IM) For the first time in over a year, markets have fallen sharply. Keeping a cool head about markets is important when others are panicking. We believe that…

VIDEO MARKETS UPDATE – JANUARY 2018

In this update, Mark Whitehead, Portfolio Manager, assesses the change in US federal income tax and opportunities for dividend growth in the tech sector. WHAT CAUGHT YOUR EYE THIS MONTH? In the US, the first…

Are choppier waters ahead?

Alex Scott, Chief Strategist, Seven Investment Management In many ways, 2017 was far better than expected. The global economy certainly performed ahead of expectations, showing decisive and synchronised growth for the first time in several…

2018 – a year for active management

2017 saw a previously US-centric and relatively anaemic economic recovery from the financial crisis broaden out and gain vigour. The Trump presidency has so far proved to be mostly bun and no beef, while the…

Gilts – The Bear Market has Begun

The Gilt index is an important benchmark for most UK fixed income investors, whatever their risk appetite.  2017 was a year of modest returns (+2% for the iBoxx Gilt index) but the fact is that…

Seven scenarios for seven stockmarkets

By Ben Kumar, Investment Manager, Seven Investment Management   Global growth can easily be described as ‘humming’ and the world seems to have confidence in that growth, be that trade led or domestically driven through…