Author: Adam Lewis

  • UK dividends surge to record high in 2017

    UK dividends surge to record high in 2017

    A combination of a resurgent mining sector, exchange rate gains and one-off specials led to the payment of a record ever amount of UK dividends in 2017, according to Link Asset Services (formerly Capita Asset Services).

  • Is now the right time to head to frontier markets?

    Is now the right time to head to frontier markets?

    After several tough years, things have been looking more positive for investors in emerging markets over the last couple of years, with the region outperforming its developed market peers in both 2016 and 2017.

  • JP Morgan launches three bond ETFs

    JP Morgan launches three bond ETFs

    JP Morgan Asset Management (JPMAM) has launched three fixed income exchange traded funds – the group’s first bond ETFs in Europe.

  • Why all frontier market eyes are on Africa

    Why all frontier market eyes are on Africa

    With a return of 31.9% in dollar terms, the MSCI Frontier Markets Index achieved its highest gain in 10 years in 2017, continuing the theme of emerging markets outperforming their developed peers.

  • How a market setback could affect trust discounts

    How a market setback could affect trust discounts

    After a year in which discounts have narrowed, Winterflood Investment Trusts has warned the growth and stability of investments trusts witnessed in 2017 could be at risk if markets see a significant downturn.

  • Frikkee to leave Smith & Williamson while bond manager retires

    Frikkee to leave Smith & Williamson while bond manager retires

    Smith & Williamson has re-shuffled manager duties on its UK Equity Income and Fixed Interest funds following the announcement that respective lead managers Tineke Frikkee and John Anderson are leaving the group.

  • Time to hit the US panic button?

    Time to hit the US panic button?

    If it was down to Donald Trump all the press about the one-year anniversary of his inauguration as President would have revolved around how he, in his mind, has single-handedly turned the fortunes around for the US stock market.

  • Consistent fund performance proving hard to find

    Consistent fund performance proving hard to find

    The number of open-ended funds delivering consistent top quartile performance fell below the historic average in 2017, according to the FundWatch survey conducted by BMO Global Asset Management.

  • Equity fund sales in US hit record $58bn

    Equity fund sales in US hit record $58bn

    US investors have begun 2018 in a very bullish mood, with inflows into equities funds over the last four weeks hitting a new record, according to a report from BofA Merrill Lynch Global Research.

  • Miton sees 32% jump in assets

    Miton sees 32% jump in assets

    The AIM-quoted Miton Group today announced its assets under management (AUM) rose some 32% over the calendar year, from £2.9bn at the end of 2016 to £3.82bn at 31 December 2017.

  • Allianz opens US structured alpha fund to UK investors

    Allianz opens US structured alpha fund to UK investors

    Allianz Global Investors has launched a fund which aims to deliver an excess return of 2.5% from the S&P 500 by adopting a passive and active approach to investing in US equities.

  • Winterflood ousts Train and sticks with Woodford in 2018 picks

    Winterflood ousts Train and sticks with Woodford in 2018 picks

    Winterflood Investment Trusts (Wins) has made a number of changes to its model portfolio, including dropping Nick Train’s Finsbury Growth & Income Trust and adding the Aurora Investment Trust.