Whitechurch Securities has battened down the hatches on its Income & Growth portfolio to protect against the volatility surges it expects will continue.
Income-seeking investors would do well to look at the alternative plays on offer in the investment companies space
Investors hunting for high-yield income while avoiding capital loss from rising interest rates have two recent launches to mull over
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?
With the RDR squeezing open-ended funds’ prices, how do the clean share classes compare with investment trusts?
Investec Asset Management portfolio manager and co-head of multi-asset John Stopford answers the three questions that income investors need to ask in 2015.
Following Sarasin & Partners move to produce a bespoke index with Indexx Markets, is this the first move towards firms producing tracker versions of funds?
Weakening UK growth and low inflation is likely to keep the Bank of England from raising interest rates at all next year, Kames Capital’s Stephen Jones says.
Tony Yousefian takes stock on an eventful year for his CV
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.