Just what the doctor ordered

Ian Cowie dissects a relatively good year for biotech and healthcare investment companies. Many investors may be feeling a bit queasy after stock markets’ feverish finish to last year and a shaky start to 2019.…

How to achieve consistent income growth

Job Curtis, Fund Manager of The City of London Investment Trust, explains the strategy behind the Trust’s 52-year dividend growth record and how the portfolio is currently positioned with aim of achieving income and capital…

Preserving capital

We hear from investment companies who aim to preserve investors' capital and limit volatility. Investment companies have been adapting to meet investors’ needs for 150 years. As well as offering exposure to markets around the…

The contrarian challenge to the consensus

[video width="858" height="484" mp4="https://www.marketviews.com/wp-content/uploads/2018/10/mobile_mp4-4.mp4"][/video] There is real value emerging in companies that have fallen out of favour as a result of challenging economic conditions, but a contrarian must be careful, explains James Henderson, Fund Manager…

Leading the way

Ian Cowie explains why independent boards are a clear benefit of investment companies. Individual investors may feel overcharged and undervalued by some financial organisations that seem to be more interested in the weight of money…

Sharing the spoils of global income markets

Ben Lofthouse, Fund Manager of Henderson International Income Trust, shares his view of overseas income markets and the momentum behind global dividends growth It’s been a fascinating year so far with a lot of the…

Two views make a market

Ian Cowie explores the opportunities presented by bearish sentiment on the UK. More than two years after Britain voted by a single-digit majority to leave the European Union, it remains unclear whether Brexit will prove…

Slow and steady

In the face of recent market volatility, Jonathan Davis explains why a calm approach is best. No matter how much wise advice they receive in advance, few investors find their first encounter with a sharp…

The Recent Market Downturn

Our Initial Thoughts The market sell-off that began in earnest on Friday 2 February appears initially to have been an adjustment of investor sentiment. Particularly since the passage of significant tax cuts in the US…

Consider Last Week’s Correction a Clear Warning

We suspect that most experienced investors fully expected a correction in equity markets at some point (markets don’t go up in a straight line forever), however the ferocity and damage caused by the recent sell…