Surging ahead

Private equity investment companies have recovered strongly following the global financial crisis. Over 1, 3 and 5 years, the average investment company in the Private Equity sector has returned an impressive 21%, 66% and 117%…

25 years in closed-ended funds

Financial freedom - or the ability to own your home, choose how you work and when you retire - may seem out of reach to many young people today. High house prices, insecure jobs in…

Small is beautiful

It has become commonplace to say that the UK is facing uncertainty: from its borders, to its trading arrangements, to its political make-up, Brexit brings plenty of potential pitfalls. In theory, UK smaller companies should…

Patience is a virtue…

Though they have enjoyed a strong rebound over the course of 2017, uncertainty continues to dog UK smaller companies as a result of increasingly poor economic data and ongoing – and seemingly futile – Brexit…

Making sense of platforms

The costs of holding and trading investment companies on platforms differ widely. Our new research reveals the full picture. Many investors struggle to choose a platform for their investment company holdings as the pricing structure…

The Risk of Doing Nothing

I'm forever blowing bubbles, Pretty bubbles in the air, They fly so high, nearly reach the sky, Then like my dreams they fade and die John Kellette, Jaan Kenbrovin 1918 Hardly a day goes by…

Feels Like We Have Been Here Before…

THE ELECTRIC VEHICLE REVOLUTION CHARGING FORWARD? How many people can recall when a famous British inventor last created an electric vehicle?[1] Sir Clive Sinclair dreamt up the C5 in 1979. In that year Millennial’s Baby-boomer parents…

Are we late cycle?

WE LOOK AT WHAT THIS MEANS AND WHERE WE BELIEVE WE ARE Traditionally, the latter part of a cycle is characterised by rising real wages and higher consumer confidence, higher business confidence and investment, in turn…

Chart-catching – Value vs Growth Stocks

The chart below displays the performance of Value versus Growth equities, set against the US 10 year Treasury yield.  Value stocks are those which trade at a discount valuation to the market whereas growth stocks…

Where’s the clever money going? August 2017

July was a fairly quiet month in the markets, with most indices making some gains. The FTSE 100 has tracked broadly sideways during July and so far in August, wavering between 7300 and 7500. It…