The region has plenty of trade groups, but which ones can help the UK boost trade? The good news is that UK trade with Latin America is growing. But not as fast as British exports…
How to supercharge your returns
David Prosser explains how reinvesting dividends makes a huge difference. Where do your returns come from when you invest in the stock market – in the shares of the companies that trade on that market,…
When will you retire?
Matthew Yeates, Quantitative Investment Manager New research from Seven Investment Management (7IM) has highlighted that many in the UK believe that early retirement is an impossible dream. On average, people would like to retire at…
Unexpected Brexit opportunities
Alasdair McKinnon, Manager of The Scottish Investment Trust, explains why the surprises of the past year have been a gift for 'ugly duckling' investors. At The Scottish, we’re contrarians to the core. So we aren’t…
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…
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…
How has consumer & market confidence been affected by the UK Election?
Find out how the markets have reacted to the hung parliament. Your browser does not support the video tag.
Where’s the clever money going? June 2017
Sterling, rather than the UK stock markets, continues to bear the brunt of current economic and political uncertainty. As campaigning for the snap election gathered pace, the pound reached its highest value against the dollar…
Weighing the Risks for the UK
Although I am sure that you have had your fill of the UK election, we do feel the need to start off with a quick comment on our outlook for Sterling especially as the biggest…
Week in Review: May’s dismay at shock election result
Former British Prime Minister, Harold Macmillan was once asked the most difficult thing about his job. He replied with the now famous “Events, dear boy, events”. Theresa May would likely agree. With all but one…
Here We Go Again
Another year, another British political upheaval. 2015 had everyone expecting a hung parliament and we got a Conservative majority. 2016 gave us the delights of Brexit. 2017 completes the hat trick. The exit polls at…
Introducing the Kepler Income Ratings
Equity income funds are among the most popular investments for private investors, who have few other options when it comes to generating an income from their savings in a world of near-zero interest rates, yet…
The Centre Holds
Alex Scott, Deputy Chief Investment Officer. 11 May 2017. Investor attention has been dominated by political risk for the best part of a year. Now, however we see signs that we might be passing the…
Where’s the clever money going? May 2017
April was an eventful month: among other things, the tax year ended, the prime minister called a snap election for 8 June, and the Brexit posturing became increasingly vitriolic. Meanwhile across the Channel, the French…
Signs of Stress are Building, Hinting at Trouble in the Second Half of 2017
6th May 2017 Due to last minute weekend travel plans, this week’s note is shorter than usual with fewer charts. This is somewhat unfortunate, as there are a number of little developments that when added…
Week in review: May polls
While coloured ribbons are something of a spring tradition in parts of the UK, they’re more commonly seen hanging from the top of a maypole, ready for dancers to weave around it. But this week,…
2016: The year active management failed?
The active versus passive debate has raged on for more than a decade now as costs of trackers continue to fall. While much of the debate is merely a matter of opinion, the increased focus…