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.…
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,…
Why the Tiger economies are poised to pounce
Mike Kerley, Fund Manager of Henderson Far East Income Ltd and Director of Pan Asian Equities at Janus Henderson Investors discusses how local Asian companies are challenging multinational brands and driving growth across the region.…
Return of the stock-picker’s market For Professional Investors Only
Summary Many equity investors are grappling with how to invest in today’s market, when volatility has increased yet valuations are still high. For answers, we asked Portfolio Managers Lucy Macdonald and Karen Hiatt – two…
Battle Lines Are Being Drawn
We have regularly discussed our multi-month topping thesis in the last three months (and a few times last year – prematurely as it turned out), and price action in recent weeks has done nothing to…
Some Charts That Are Catching Our Eye
We thought we would have a look at a few charts this week that are catching our eye or have piqued our interest. So, less words this week and more pictures; which should make it…
Worst week for US stocks since January 2016 – part of the anatomy of a topping process
The US equity market suffered its worst weekly performance since the China inspired sell-off into January 2016, falling by about 6% over the five days. Although the focus may well have been on Facebook and…
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…
Where’s the clever money going? March 2018
It’s been an eventful start to 2018, with a return to a more volatile environment as global markets climbing to record highs in January, before several days of dramatic correction at the start of February.…
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…
Questioning the Manager – Brexit, Opportunities for Income and Disruptive Technology – Henderson High Income Trust
Fund Manager David Smith discusses whether the development of Brexit impacts upon his investment process, which sectors he is finding opportunities for income, as well as his approach towards disruptive technology. KV.widget({"guid": "4V8lpT9uhoE","type": "playback","playerType": "full","showInfoPanel":…
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…
Argentine Mining – Light at the End of the Tunnel
Mauricio Macri’s surprise 2015 presidential victory raised hopes in Argentina’s mining sector. After all things couldn’t get much worse. Under his predecessor Cristina Kirchner mining had been hit by a 5% export tax imposed in…
What should the last month have taught investors?
Ben Kumar, Investment Manager, Seven Investment Management Someone once told me that on average, we won’t remember 10% of what we read, 20% of what we see and 30% of what we hear. There is…
Risk of Policy Error Clearly Rising – Some Key Charts and Index Levels
What a difference a few weeks make. At the end of January, financial markets were melting up, commentators were salivating over the US tax cuts within an environment of global synchronised economic growth. Investors of…
Taking AIM
"Come back and see me when your market cap is £100m". A phrase commonly heard by the management teams of smaller companies. To some degree, risk, liquidity and time-management makes this understandable but we believe…
February: aggressive US Treasury selloff is historically a buying opportunity For Professional Investors Only
People talk of the 2013 ‘taper tantrum’ as the modern-day equivalent of the enormous 1994 bond rout, where both occasions saw the Federal Reserve unexpectedly communicate a significant change in monetary policy. But the Treasury…
From little acorns
Venture Capital Trusts or VCTs are becoming increasingly popular, with demand boosted by valuable incentives for investors in these tax shelters and tighter restrictions elsewhere. However, smaller companies and start-ups held within this type of…