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…

Weekly ETF Equity Select List – 7th, May 2018

About the ETFG ETP weekly Select List The ETF Global Weekly ETF Select List has been designed to support both Financial Professionals and Investors with their respective Exchange-Traded-Fund selection processes. Once the investor’s risk tolerance,…

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…