Author: Portfolio Adviser

  • Jonathan Marriott

    Jonathan Marriott

    Annual inflation in the UK as measured by the Consumer Price Index was down to 1.3% in October. While lower oil and food prices contributed to this there are longer term technological and social changes that may be in play, the impact of which will be felt for some years to come.

  • Anna Stupnytska 2015 macro themes

    Anna Stupnytska 2015 macro themes

    Three main themes are likely to shape the global macro landscape in 2015: disinflationary growth, monetary policy divergence and growing emerging market differentiation.

  • Rob Drijkoningen EMD comment

    Rob Drijkoningen EMD comment

    For much of the second half of the year, developed market credit spreads saw measured widening from their trough during the summer. In contrast, emerging markets debt seemed fairly insulated from this trend, given already wide spreads.

  • Jailed IFA banned from industry

    Jailed IFA banned from industry

    A financial adviser who was sentenced to four years imprisonment after he conned elderly clients out of £130,000 has been banned from the industry for life.

  • Dont end up an investment turkey

    Dont end up an investment turkey

    In the past economists and investors have fallen foul of trying to predict the future by extrapolating existing trends. This is in danger of happening again as markets have become used to central banks intervening each time markets stumble, and to observing the ensuing rally.

  • What falling oil prices can mean for US equity

    What falling oil prices can mean for US equity

    Given the significant recent decline in oil prices and subsequent market volatility, it is worth considering what this means for investors in US equities.

  • Legg Mason Income Optimiser Fund

    Legg Mason Income Optimiser Fund

    Talking Factsheets is a new video service for users of the Square Mile Academy of Funds website, which identifies the funds that are best in class through the Square Mile Investment Consulting & Research fund ratings.

  • Choppy 2015 ahead as politics and economics

    Choppy 2015 ahead as politics and economics

    According to Chris White, head of UK equities, Premier Asset Management, the UK results of next years election are very difficult to predict.

  • Newton Global Higher Income Fund

    Newton Global Higher Income Fund

    Talking Factsheets is a new video service for users of the Square Mile Academy of Funds website, which identifies the funds that are best in class through the Square Mile Investment Consulting & Research fund ratings.

  • Koesterich comments on US growth

    Koesterich comments on US growth

    The U.S. economy continues to exhibit strong momentum, although the same cannot be said for other parts of the world. Looking ahead, investors should expect significant divergences within the global economy.

  • FCA deeply criticised in Davis

    FCA deeply criticised in Davis

    The FCA has been heavily criticised over its handling of plans to conduct a discovery exercise into exit charges on historic life and pensions policies which caused significant short term damage to a number of companys share prices.

  • Newton Real Return Fund

    Newton Real Return Fund

    Talking Factsheets is a new video service for users of the Square Mile Academy of Funds website, which identifies the funds that are best in class through the Square Mile Investment Consulting & Research fund ratings.