Home / Intelligence

Intelligence Spotlight

Equities 23 Nov 17

Equities to rise despite high valuations, says NN IP

High valuations are not an indication that equity markets will continue their upward trend in 2018 and investors should focus on trends instead, believes Valentijn van Nieuwenhuijzen, CIO of NN Investment Partners.

Investment 23 Nov 17

Three funds to benefit from the budget

While lacking in headline grabbing announcements, Architas investment director Adrian Lowcock has identified three funds which are set to benefit from Wednesday’s budget.

Equities 23 Nov 17

Patience is a virtue for Franklin Templeton’s Bullas

Based in Leeds, Richard Bullas’s team goes its own way, and in the five years he has been running the Franklin UK Smaller Companies Fund, this investment strategy has gone from strength to strength.

Investment 23 Nov 17

BlackRock adds to fixed income ETF range

BlackRock has launched a new exchange traded fund which offers investors the ability to track a flagship global investment grade debt index.

Investment | News 23 Nov 17

Walker Crips’ profits grow tenfold

Walker Crips Group saw profit before tax surge 900%, around 10 times higher, from £50,000 to £500,000 over the first half of the year.

Investment | Analysis 21 Nov 17

Investment trust managers tread with caution as gearing falls

Managers of investment trusts appear to be de-risking their portfolios, suggesting a hint of caution regarding global markets as we approach the end of the year.

Equities | News 21 Nov 17

Investec’s Hutchins ups BAT and DMGT holdings

Investec’s Blake Hutchins has upped his fund’s exposure to British American Tobacco (BAT) and Daily Mail and General Trust (DMGT) on the belief they are “undervalued and underappreciated”.

Investment | News 21 Nov 17

Yellen to quit Fed board

Janet Yellen has decided to step down as a member of the Federal Reserve board once her successor Jerome ‘Jay’ Powell becomes chairman.

Companies | News 21 Nov 17

Train fends off Unilever critics

Nick Train has defended one of his top-held stocks, Unilever, from critics after its share price wobbled throughout October.

View more