AMP: data-block-on-consent Smartad Iframe
Why should you invest in the FTSE All-Share Index vs. only the FTSE 100?
Whether an individual share turns out to be a good investment can depend on the performance of a company’s business, economic fundamentals, valuation, geography, dividend policy, currency, politics, regulation, disruption, and many more variables. And…
Boom times for the global economy
BUT INVESTORS KNOW THAT. THEY HAVE BEEN BUYING THE RUMOUR OF STRONG GROWTH AND EARNINGS SO MAY SELL THE DELIVERY OF IT IN COMING WEEKS. WE NEED A NEW RUMOUR TO BUY. THAT RUMOUR COULD…
Active or passive – which are the best performing funds?
Will 2018 be the year of the active fund manager? Commentators love to claim that actively managed fund performance generally fails to justify the higher annual management fees the fund managers charge for their stock…
Why it’s vital to keep an eye on worldwide and UK inflation rates
Day by day, a plethora of official economic statistics is released, building into a vast data set. In just one month, from mid-October to mid-November, Bloomberg recorded 585 major data releases for G8 economies, with…
How might Jeremy Corbyn and a Labour government affect investments?
For a while in 2017, it seemed as if the worldwide tide of populism, epitomised by Donald Trump, had reached its high-water mark. In a string of elections across Europe, the populist right and the…
Investing in artificial intelligence companies
In investment terms, the concept of artificial intelligence (AI) stretches beyond laboratories of scientists trying to develop neural networks. It now includes machine learning (a field of computer science where computers learn without being programmed),…
New technology in the emerging markets
There are still some emerging markets that engage in mass export of commodities and cheap factories, but they are fewer than before. There are also enough large EM countries with a technological footprint to make…
Is it time for patient investors to increase commodity exposure?
Let’s start with a bullish thought to begin 2018. We, among others, have recently been pointing to the potential for higher inflation in 2018. To be clear, we are not calling for a massive shift…
Week in Review: global equities hit record highs
The new year began pretty much as the old year ended, with shares continuing to chart a seemingly inexorable upward path. Stock market indices touched record highs in the first three business days of 2018.…
2017 Portfolio Review
Investors should always be more interested in the future than the past - and that remains true, even when reviewing how our shares fared over the last year. So, while bearing in mind that the…
Investment Ideas for the Year Ahead
As 2017 draws to a close, investment experts have been looking into their crystal balls to assess economic prospects for the coming year and the funds and investment trusts that could benefit. While there seems…
Reasons to be cheerful
Alex Scott, Chief Strategist, Seven Investment Management At first glance, there’s a lot to like about the investment landscape as we look ahead. After a year of synchronised growth across the major global economies…
Investment company performance
The political uncertainty that was a consistent feature of 2016 has continued this year with countries across Europe and Japan going to the polls; Brexit negotiations, which led to the recent announcement of a Brexit…
Week in Review: hybrid vigour
With the Nasdaq gaining some 28% this year (and Bitcoin up a mere 1,624% against the dollar), technology’s been the talk of the town. But the lines between tech companies and other areas of the…
Latin America, but without the noise
Latin America is seen as a hotbed of political disruption and volatility, but there are ways to generate a smoother ride in the region. - Latin America is an exciting place to invest, but investors…
A touch of spice
Investment companies have a closed-ended structure which allows them to invest in a wider range of investments, including unquoted companies which are often referred to as private equity. These are the shares of private companies…
Week in review: bordering on the farcical
We got there in the end. After a week of diplomatic toing and froing and more than one trip back to the drawing board, the UK finally reached a historic deal on its EU divorce…
Myths about the US market
Active investors in North America face a number of persistent myths: The first, and most common, is that it is impossible to beat the US market. Many continue to believe that there is little mispricing…