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.…
Asia, without the jitters
Asian markets have been volatile as fears over a trade war and economic weakness mount Thailand’s position as a regional hub has made it less vulnerable Upcoming elections are providing positive news flow By Adithep…
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…
Leading the way
Ian Cowie explains why independent boards are a clear benefit of investment companies. Individual investors may feel overcharged and undervalued by some financial organisations that seem to be more interested in the weight of money…
Sharing the spoils of global income markets
Ben Lofthouse, Fund Manager of Henderson International Income Trust, shares his view of overseas income markets and the momentum behind global dividends growth It’s been a fascinating year so far with a lot of the…
The Pacific Alliance Path to Profits
The turmoil in emerging markets seems all too familiar. In the late 1990s Russia and several Asian countries suffered a series of interlinked crises that stemmed from high fiscal deficits, large current-account deficits, and dollar-denominated…
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…
Latin America’s Renewable Riches
Latin America has long been at the forefront of the energy industry. In the 20th century British oil firms made great business untapping the massive hydrocarbon potential in places like Mexico and Venezuela. And now in…
Beware inflation, which lurks before it spikes For Professional Investors Only
Investors shouldn’t get complacent about inflation: we may not see an early return to historic levels, but conditions are ripe for an unexpected rise. To fight the erosion of their purchasing power, investors should consider…
Down with the KIDs
The AIC has published further research demonstrating why consumers are being misled by Key Information Documents (KIDs) and why the FCA needs to act now to protect consumers. The research looked at 56 investment company…
Japan: looking beyond the economy to its resilient companies
By Kwok Chern- Yeh, Senior Investment Manager, Aberdeen Japan Investment Trust PLC The Japanese stock market has been in a sweet spot but headwinds are mounting From robotics to healthcare, Japan has a number of…
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…
Trump’s Tactics Put the US on the Front Foot for Now
Living in the UK and working in the financial sector, it feels like it's all Brexit and Trump at the moment, interspersed with some economic data and a bit of central bank action. Although the…
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…
Where is the clever money going? June 2018
Despite continuing geopolitical uncertainties – headlined by North Korea, President Trump’s global trade tariff aggression, tension with Russia and Iran, and concerns over Italian politics and the future of its relationship with the EU –…
Why picking winners matters in Asia
When markets are buoyant, active investing can seem old-fashioned. Why bother with all that research - looking at cash flow, monitoring sales growth, meeting management - when an index fund is giving you a good…
Alternative routes to income
Income-seeking investors struggling with low interest rates on bonds and deposits plus high share prices, should consider investment companies holding alternative assets. Infrastructure - such as public buildings funded through the private finance initiative (PFI)…
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…