Witan Full Year Results 2017

DISCLAIMER This is a short video presentation provided by Witan Investment Services which contains an interview with Andrew Bell, Chief Executive Officer of Witan Investment Trust plc. Investments and or investment strategies mentioned in the…

The Big Waiting Game on the US Economy

It feels very much like a big waiting game at the moment. Economically the consensus became very excited about synchronised global growth as 2017 ended, and of course the US tax cuts were supposed to…

Another Goldilocks Employment Report

Just when equity markets needed an extra boost, the US released yet another “Goldilocks” employment report. Strong jobs growth surely indicates a strong economy; great news for corporate profits that are being turbo-charged by the…

Slow and steady

In the face of recent market volatility, Jonathan Davis explains why a calm approach is best. No matter how much wise advice they receive in advance, few investors find their first encounter with a sharp…

Surely Not Straight Up Again?

Equity markets, having reached short term oversold levels that even we identified last week, have rallied very smartly in the last week or so. This rally is very similar to other V-shaped rallies we have…

The Recent Market Downturn

Our Initial Thoughts The market sell-off that began in earnest on Friday 2 February appears initially to have been an adjustment of investor sentiment. Particularly since the passage of significant tax cuts in the US…

Shifting Sands

Alex Scott, Chief Strategist, Seven Investment Management (7IM) We suspected that a rise in market volatility was likely in 2018 – but of course, no-one knew how or when it would play out. That risk…

Consider Last Week’s Correction a Clear Warning

We suspect that most experienced investors fully expected a correction in equity markets at some point (markets don’t go up in a straight line forever), however the ferocity and damage caused by the recent sell…

A Reality Check

Alex Scott, Chief Strategist, Seven Investment Management (7IM) For the first time in over a year, markets have fallen sharply. Keeping a cool head about markets is important when others are panicking. We believe that…

VIDEO MARKETS UPDATE – JANUARY 2018

In this update, Mark Whitehead, Portfolio Manager, assesses the change in US federal income tax and opportunities for dividend growth in the tech sector. WHAT CAUGHT YOUR EYE THIS MONTH? In the US, the first…

Are choppier waters ahead?

Alex Scott, Chief Strategist, Seven Investment Management In many ways, 2017 was far better than expected. The global economy certainly performed ahead of expectations, showing decisive and synchronised growth for the first time in several…

Video: Introducing Witan Investment Trust

Introduction to Witan Investment Trust. Although our roots are old, our strategy is anything but. This short video introduction to Witan Investment Trust explains the trust’s key strategies and multi manager approach.

2018 – a year for active management

2017 saw a previously US-centric and relatively anaemic economic recovery from the financial crisis broaden out and gain vigour. The Trump presidency has so far proved to be mostly bun and no beef, while the…

Gilts – The Bear Market has Begun

The Gilt index is an important benchmark for most UK fixed income investors, whatever their risk appetite.  2017 was a year of modest returns (+2% for the iBoxx Gilt index) but the fact is that…