Last week Oriel Securities published its list of the top 20 investment trusts with a dividend yield in excess of 4 per cent – but how important is yield to advisers?
A sharp Chinese growth disappointment will send surrounding economies falling with it, but a bet on Australian government bonds could be insurance enough to smooth it out.
Montage Portfolio Management managing director and portfolio manager Peter Montague says he still sees value in US markets
Walker Crips is a different company from the stockbroking firm founded 100 years ago
Donor-advised funds are big in the US but relatively new to the UK
Our new cradle-to-grave fund supervision team will help us spot risks earlier.
As markets grow cold on the big three supermarkets, some investors are turning to discount names as an attractive alternative
Fund group economists confident “trends will not persist forever” and that a period of deflation is not imminent.
Has the RDR broken the ice between investment trusts and advisers?
But some industry experts warn of more turbulence to come for sterling, economic growth and a possible postponed interest rate rise as political uncertainty over devolved powers looks set to continue.
I am incredibly proud of the way the political debate was so energised by both sides and truly believe British politics will be the better for it going forward.
The next phase of Barclays’ evolution will see it building its own platform technology with FNZ
The No campaign has been relying heavily on what is known in psychological terms as loss aversion: we tend to suffer more from losses than we take pleasures from gains, so that in general we tend to be rather risk averse and change averse.
Woodford cites danger of more regulatory penalties but others see positives for the bank.
Negative numbers from the financial crisis are dropping out of investment funds’ five-year numbers but what does this mean for investors?
Thesis Asset Management took profits from US stocks and technology and biotech funds in advance of the recent market correction
“Past performance is not a guide to the future” - or any variation of the phrase - is a convenient catch-all in any number of circumstances, but is this necessarily true?
Russell Investments Multi-Asset Growth Strategy Sterling manager David Vickers says now is the hardest period of running money of his career
Presented with a job at the age of 25, Stephen Message’s path to fund management is not an orthodox one
Royal London manager Martin Cholwill’s UK Equity Income fund has collected £220m more cash than its nearest rival over the past year
The affects of any individual poll may spark a short-term reaction but the results of the Scottish referendum could have a much longer-lasting impact on sterling and UK assets.
Skerritts head of investment Andrew Merricks is not afraid to stick with his conviction on biotech despite the recent sell-off in the sector.
Creating a lender of last resort could result in additional costs for Scottish financial institutions if the country opts to use sterling without Westminster’s agreement.
Advisers are split on whether these lists should be adhered to in making recommendations to clients.
British companies’ dividends rose at the slowest pace in over three years during the second quarter
The sector has been popular with investors so far this year but which vehicles are delivering the best performance?
Sterling-denominated funds investing UK and European equities have beaten the index by much more comfortable margins than their rivals on the continent, although performance further from home was much more disappointing.
Legal and General Investment Management fund manager Justin Onuekwusi is looking to alter his asset allocation in preparation of a possible upcoming correction.
Four funds have been dropped from Sanlam Private Investments’ White List of UK equity income outperformers, to be replaced by offerings from Threadneedle, RBS, Fidelity and Invesco Perpetual.
There are 15 funds in the IMA universe that score more than 200 on FE Analytics’ risk rating calculations, including the high-flying Axa Framlington Biotech fund which has made triple-digit returns in the past three years.
Biotech’s rampant growth over the past few years is the recognition of IP written off by cagey investors post-credit crunch, managers say
Bestinvest has published its latest Spot the Dog report, highlighting 49 underperforming funds running £19.55bn in assets.
Square Mile Investment Consulting & Research has launched its Academy of Funds, which showcases all of the funds the consultancy is prepared to recommend to clients.
Many alternative investment managers have left their AIFMD applications to the last minute with less than 100 fully accredited for the alternatives rules that take effect next week.
What impact are some of the key questions including currency, economic stability and political risk likely to carry for the rest of the rest of the UK?
Fund managers and analysts doubt the investment case for large supermarket chains, with one declaring the sector “uninvestable” given the changes being seen in the industry.
Property funds brought in some £2.16bn of net sales in the year to April 2014, compared to just £390m over the same period last year.
Massive inflows into property are creating difficulties for open-ended funds to use cash, with large piles creating a drag on performance, Walker Crips says.
New powers which will see HMRC seize £7bn in disputed tax will trigger complaints against advisers, experts warn.
Global markets have continued their rise in recent months after Federal Reserve chair Janet Yellen reiterated her dovish stance and the European Central Bank unveiled its reflationary package of measures.