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Alex Crooke on Japan: Value released from corporate change
The Bankers Investment Trust contains a broad mix of global equity stocks. We aim for a blend of small, medium, and large-sized firms, seeking those with strong and rising dividends as well as those with…
Expect things to get a bit more difficult
Chris Darbyshire, Chief Investment Officer Can political uncertainty become so elevated that it affects a country’s economy? We are about to find out. British businesses, already dealing with the coming departure from the EU, must…
Now with Added Income
New dividend policy approved Shareholders of the Martin Currie Asia Unconstrained Trust have overwhelmingly voted in favour of the proposed resolution to allow payment of dividends from capital. The final dividend for the financial year…
Central Bankers’ Message to Markets
We have been bombarded by Central Bank speakers in recent days. What does it all mean; if anything at all? Do we need to change our thinking on markets? These are serious questions for investors…
Week in review: Financials in focus
This week: UK Financial Stability Report, U.S. bank stress tests and a Rogaine robbery. The finance industry was squarely in the spotlight this week with the Bank of England’s financial stability report and the second…
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…
Oil Prices Collapsing Amidst Political Problems in the Middle East
We last wrote about oil on 23 April in which we said “With the best will in the World, OPEC and Non OPEC production cuts are barely making a dent in bloated stockpiles and there…
Week in review: Brexit begins
Brexit negotiations formally kicked off at the start of this week, exactly one year on from the UK’s decision to leave the European Union. On Monday lead negotiators David Davis and Michel Barnier began the…
An Outlook – Politics and the Pound: An uneasy affair
Alex Scott, Deputy Chief Investment Officer, Seven Investment Management Both stocks and bond markets made ground in May, with global equities gaining a little over 2%. Emerging Markets and UK stocks were among the brighter…
The income conundrum
Investors seeking income from dividends often have to choose between a sustainable income, a growing income or a high income Targeting high income alone risks over-concentration in certain sectors It is possible to achieve all…
What Korean Life Expectancy Means For Your Savings
Income Investing For A Longer Retirement For the first time in history, a national life expectancy is set to surpass the 90-year barrier. Recent news that South Korea’s female population will soon reach this demographic…
Old is gold!
Investing to take advantage of an ageing population The global population is increasing and ageing. This creates many challenges... ... but also offers new investment opportunities. Healthcare, property, infrastructure, leisure and travel are just…
India: Asia’s growth engine
Is India on the road to realising its economic potential? India's economic growth rate has overtaken China's. Is it finally on the cusp of realising its economic potential? India’s economy is growing faster than…
Invest in Latin America’s Tourism Boom
At this time of year most British people’s minds turn to their upcoming summer holidays. We at LatAm INVESTOR don’t want to ruin your relaxed holiday ideal but behind the sun, sand, sea and ice-cream…
China Calling
A guide to the breathtaking rise of mobile and internet companies in China and the investment opportunities they offer. Accelerating growth, evolving technology and huge end user demand make telecoms and the internet key…
Week in review: the good, the bad and the uncertain
It was a week dominated by central bank meetings and more political play. The US Federal Reserve (Fed) raised its key interest rate by a further 0.25% – the second increase this year – while…
Stock market reforms drive index reclassifications (or vice versa?)
WE EXAMINE THIS QUESTION WITHIN THE CONTEXT OF ASIAN MARKETS. Passive investment management, where investors typically buy an exchange traded fund (“ETF”) that tracks a market-weighted index, has grown in popularity over the last decade. …
Where to Pass the Hard Brexit Hot Potato?
By Chris Darbyshire. Put yourself in the shoes of an international investor. First, the UK voted to leave a longstanding trade agreement with its biggest trading partner. Like everyone else, you were shocked. This trade…