As UK and global markets face the unprecedented challenge of the coronavirus pandemic, Louise Kernohan, co‑manager of Dunedin Income Growth Investment Trust, advocates a focus on high-quality companies and the need for a long-term mind-set.…
Why do investors love equity income?
The pull of dividend income has become a very powerful one and there is no sign of any decline in its popularity. In this short guide, we explore why companies that pay dividends are in…
Ignore Trump and Invest in Mexico
It would be fair to say that Donald Trump is not everyone’s cup of tea. In his short spell in office he has picked fights with seven Muslim countries, argued with supposed allies such as…
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…
Into the wilderness…
While we are typically a ‘glass half full’ bunch, recent developments around the world might have left many investors feeling slightly negative in their outlook for global markets. Let’s start with President Trump. Yes, though…
10 Core Investments for your ISA
In the aftermath of the referendum on whether to stay in the EU, investors are faced with a host of uncertainties - not only around the realities of Brexit but also, a little further down…
Andean Gold Rush Attracts Investors
Despite the immense geological potential, with over 100 million ounces of gold discovered by explorers in recent years, investor interest in Colombia had started to wane due the perception that the government couldn’t permit projects…
Commodity Price Bounce
Ben Kumar, Investment Manager. 17 February 2017. Over the last 12 months, commodities have been surging in value, with the Bloomberg Commodity Index rising 14% in US Dollar terms. On the back of this, we’ve…
Analysis: What next for European ITs?
Our analysis shows that European investment trusts have in recent years delivered strong returns to investors from their current discount, but risks abound in 2017... Background In September last year we examined European investment trusts…
A tale of two Asias
By Cherry Reynard. There are two Asias: One buoyed by economic development, consumer spending and technological innovation; the other vulnerable to increasing US protectionism and a strong dollar While our focus is on companies rather…
Week in review: Home comforts
Global equity markets continued to rally, with the FTSE 100 up 0.57% and the S&P 500 up 0.46% by Thursday’s close. Familiar themes – the ‘Trump trade’, Brexit and the Eurozone’s problems – rumbled on…
Value: The beginning of a New Era?
2016 is obviously going to be remembered as a year of great change from a political point of view, but it also could go down as the end of the great bond bull market, which…
Week in review: Fed up with fame
Long ago in the days of yore (well, pre-2016), investors looked to the sages of the central banking world to provide wisdom and guidance. Stock markets could plunge on the inscrutable utterances of Ben Bernanke,…
Week in review: the Trump bump
No, not the latest dance craze to clog up the internet, but rather the term some are employing to describe the effects of his election as US president on equity markets. While the trend seemed…
The Trump trade may be close to an end – A round up of Markets
We wish everyone a happy New Year, and with the FX and rates markets entering the year with a bit of a bang, there is a lot to get through this week. We will try…
A review of 2016: A test of endurance…
2016 is certainly a year that will go down in the history books – for both the right and wrong reasons. Apart from a swathe of celebrity deaths, we’ve had Brexit, the still surreal rise…
Week in review: shock absorbers
After Brexit and Trump, investors have grown used to shocks – especially of the political variety. And in any case, it was widely accepted that Italian voters might use Sunday’s referendum to reject the constitutional…
Week in review: Spending pledge boosts growth forecasts
It was a week where the world eagerly awaited further details of the incoming Trump administration. A slew of appointments from the world of high finance - including Goldman Sachs veteran Steven Mnuchin as treasury…
Property makes a comeback
Background In August this year we published a review of the property sector (Hot property) as discounts widened markedly in the wake of the UK’s referendum on membership of the European Union. Funds and investment…