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…
A less imperfect solution: Investment trusts and income
Company dividends are under pressure, with positive currency effects fading and dividend cover falling There is dividend growth to be found, but investors will need to look a little harder The investment trust structure allows…
“The only certainty is there is much to be uncertain about”
By Charles Luke, Murray Income. With Article 50 now triggered, negotiations, which will undoubtedly be difficult and complex, around the future relationship that the United Kingdom will have with the European Union can begin in…
UK triggers Article 50 – UK and European investment company managers comment on the outlook
The AIC has collated manager comments on the outlook for UK and European markets. On Wednesday 29 March Article 50 of the Treaty of Lisbon will be triggered, formally notifying the EU that the UK…
Week in review: and so it begins
There is a saying that “markets hate uncertainty” and there can be few times when the UK has faced a more uncertain path than the one currently in front of it. On Wednesday, UK Prime…
After Article 50: Latent Soft Brexit Forces Released?
Chris Darbyshire, Chief Investment Officer. 30 March 2017. It has been a busy week for Brexit. Over the weekend, the Labour Party flexed its muscles for the first time since the EU Referendum. With Article…
Article 50: Which investment ideas and sectors are worth exploring?
Which sectors to watch? ‘In the view that “a bad stock in a good sector will tend to outperform a good stock in a bad sector”, looking at sector trends may be one way to…
The triggering of Article 50: So what does it mean for investors?
Setting the scene The formal start of negotiations around Britain’s withdrawal from the European Union – the triggering of Article 50 of the Lisbon Treaty – is a key staging point along the route to…
Lemons Don’t Always Lead to Lemonade
Justin Urquhart Stewart, Co-founder. 16 March 2017. The Office for National Statistics has completed its annual review of the basket of goods that it uses to calculate inflation. But what does that mean, how is…
Who wants to be an ISA millionaire?
By David Prosser. "Analysis from Fidelity Investments suggests that starting from scratch today, you could be an ISA millionaire in less than three decades" Here’s a thought to cheer you up this miserable winter: in…
Brexit: AIC recommends layered approach to funds regulation
The AIC is urging the Government to secure consumer, competitive and regulatory benefits following the UK’s withdrawal from the EU by taking a layered approach to funds regulation. Tailoring funds regulation approach following Brexit: Consumer,…
The case for sterling
Ben Kumar, Investment Manager. 18 January 2017. So Theresa has finally spoken, and we are… not that much the wiser. There were a few new bits of information though – highlighted below with some comment.…
Week in review: New Year, new me…
Try a new career: With each New Year’s Day comes the usual ritual of making New Year’s Resolutions. Getting healthier, saving more money, or trying a new career are among the top cited promises we…
Week in Review: More trick than treat
Technology companies have been getting into the Halloween spirit this reporting season. Tech giant Apple was flattered by some trickery in their third quarter results, having released the new iPhone seven days earlier than normal…
Market review: Back to the playground
Financial markets have been described as casinos, rollercoasters and merry-go-rounds. Recently, though, they’ve been more of a seesaw. The playground favourite was much in evidence this week. As the pound peaked on Wednesday, the FTSE…
Market review: Brexit bites back
Was this the week that Brexit finally bit? After smashing through 7,000 last week, the FTSE 100 began where it left off, rising to an all-time intraday high of 7,124.69 by Tuesday lunchtime. But as…
The political implications of the referendum on the investment company sector
How BREXIT might affect the underlying performance of investment company portfolios over the long-term remains to be seen. In these early days, equity markets are holding up well, up about 5%, and the sector’s exposure…
With decreasing interest rates, why should investors consider investment companies?
Following the Bank of England’s interest rate cut, David Prosser discusses where income seeking investors could be looking. There aren’t too many certainties in the economic and investment outlook in the months ahead, following the…
Market review: market jitters
As we move towards autumn, signs of volatility are creeping back into markets. One of the main questions at the forefront of investors’ minds is how soon the Federal Reserve (Fed) will move to raise…