Finding the sweet spots in credit

Matthew Chaldecott, Fixed Income Product Specialist, discusses how to target the ideal portfolio mix in the current credit environment. As we near the end of 2018, we have finally started moving away from accommodative monetary…

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…

Asia, without the jitters

Asian markets have been volatile as fears over a trade war and economic weakness mount Thailand’s position as a regional hub has made it less vulnerable Upcoming elections are providing positive news flow By Adithep…

The value in US markets

Performance in the US market has been strong, but there are fears of overheating This recovery may have been long, but it has been weak relative to history There are many opportunities in the US…

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…

The Pacific Alliance Path to Profits

The turmoil in emerging markets seems all too familiar. In the late 1990s Russia and several Asian countries suffered a series of interlinked crises that stemmed from high fiscal deficits, large current-account deficits, and dollar-denominated…

Catching the waves on Europe’s rolling IPO market

Ollie Beckett, fund manager of TR European Growth Trust, shares some of the Trust’s recent success stories from Europe’s IPO market  and explains why investors seeking growth might find Europe’s small and mid-cap space attractive. After a…

Latin America’s Renewable Riches

Latin America has long been at the forefront of the energy industry. In the 20th century British oil firms made great business untapping the massive hydrocarbon potential in places like Mexico and Venezuela. And now in…

Down with the KIDs

The AIC has published further research demonstrating why consumers are being misled by Key Information Documents (KIDs) and why the FCA needs to act now to protect consumers. The research looked at 56 investment company…

Asia: the demographic dividend

By Adrian Lim, Investment Director, Edinburgh Dragon Trust plc Asia has a young, entrepreneurial and increasingly wealthy population This brings investment opportunities in areas such as healthcare and financial services As entrepreneurship declines in 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…

Change brings opportunity

Change, uncertainty and volatility in stock market prices are the ingredients that Henderson Opportunities Trust (HOT) thrives on. The Trust is relatively small with net assets of around £100m at the end of April, spread…

Where is the clever money going? June 2018

Despite continuing geopolitical uncertainties – headlined by North Korea, President Trump’s global trade tariff aggression, tension with Russia and Iran, and concerns over Italian politics and the future of its relationship with the EU –…