Alternative times call for alternative solutions

With so much uncertainty shrouding 2019 already, now might be a good time to diversify your portfolio and seek alternative returns away from mainstream markets, say James de Bunsen and Peter Webster, Co-Fund Managers of…

Navigating choppier waters

We hear from investment companies with multi-asset and capital preservation strategies. Investment companies have been adapting to meet investors’ needs for 150 years. As well as offering exposure to markets around the world and specialist…

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…

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…

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…

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…

Finding value in American growth

Last year saw global growth accelerate at its fastest pace since the financial crisis as this long-running bull market defied expectations and found another gear. It was a period of synchronised global growth reminiscent of…