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.…
Market review: A bite of the apple
Leading tech firm Apple Inc announced on Tuesday its fifth multi-billion dollar offering of corporate bonds since 2013. Likely inspired by low interest rates, the household name synonymous with smart technology issued $12 billion of…
Regular as clockwork: 43% of investment companies pay quarterly dividends compared to 17% in 2010
AIC publishes dividend payment dates for member companies. It’s no secret that in today’s low interest rate environment, investors are on the hunt for yield. And it would seem that many investors also value…
Using investment companies to generate regular income in retirement
The AIC has collated adviser views on which investment companies work well in a pension portfolio to generate income. It’s coming up to a year since the pension reforms were put in place and,…
What I’ve learned about investment trusts
A guest article by Neil Mumford, chartered financial planner. Neil Mumford, Chartered Financial Planner at Milestone Wealth Management Limited, put his own money into investment trusts for five years before recommending them to clients. He…
Market review – Markets get the jitters
It’s been an edgy week for investors. Fears of a US recession are rising, with recent industrial production and manufacturing data proving disappointing. Exports have been hit by the strong dollar and weakness in…
10 reasons to invest for income
1 PLIGHT OF SAVERS The search for income has intensified in recent years as it has hit home that low growth and low interest rates are here to stay in the developed world. In…
It’s important for investors to acknowledge and be comfortable with China’s slower growth
The AIC has collated views from investment company managers on China. It’s already been a tough start to the year for the Chinese market, as the Chinese New Year, the year of the monkey approaches…
Recession Risks are Rising and Equities are Vulnerable
Equity markets certainly decided to look at the negatives from the US employment report released at the end of last week. That does not happen in bull markets. On the surface, and ignoring a few…
Market review – Deal or no deal?
And so the duel in Westminster continues. Prime Minister David Cameron is, according to the outspoken Boris Johnson, ‘making the best of a bad job’. Hardly encouraging words for Dave as his draft EU…
Market review – Less Than Zero
We awoke on Friday to the news that the Bank of Japan had cut interest rates to below zero. This marks a new departure in the central bank’s quest to stimulate the economy and…
Investment company adviser purchases in first nine months of 2015 up 55% compared to same period in 2014
The AIC has published data from Matrix Financial Clarity, demonstrating that in the first three quarters of 2015, purchases of investment companies on platforms by advisers and wealth managers reached £549m. The Association of…
Longest serving investment company managers comment on market volatility
The start of 2016 has proved a turbulent time for markets, so the AIC has collated fund manager views. The start of 2016 has proved a turbulent time for markets. After closing 2015 at…
Central Banks Face Difficult Choices in a Changing Investment Environment
When we started writing this weeks’ commentary, we did not realise how long it would be. We hope that you find it interesting, as we truly believe that we touch upon the most important…
Market review – The bears are back
The year so far has been a particularly unhappy hunting ground for global investors. China, the tumbling price of oil and a recently downgraded forecast for global economic growth by the International Monetary Fund…
A Disastrous Start to 2016….What Next?
Happy New Year to all our readers. We promised late last year that we would update our views in the new year. There is a lot to discuss and we will have to break…
Market review – The men who sold the world
Investors started the week in nervous mood. Little wonder, when the advice proffered by one team of City brokers was to “sell everything”. Concerns about China, the falling oil price and rising interest rates…
Panama’s Progress Report
There is no other way to put it: Panama is booming. This year the economy is expected to grow by 6%, that’s ten times more than the regional average. But the one-year-old administration of President…
Market review – Does abstinence make the heart grow fonder?
For some of us, temperance in January is a lifestyle choice after seasonal over-indulgence; but for investors in Chinese equities, the decision to abstain has been taken out of their hands. Twice this week,…