Investment

  • Threats will be external not US says Schroders

    Threats will be external not US says Schroders

    Schroders Joanna Shatney said the biggest threat facing her next year was that of an external monetary policy mistake, with the proximity and importance of the election in Q3 likely to dampen the threat of any domestic political manoeuvring.

  • Trusts to look at longer-term gearing

    Trusts to look at longer-term gearing

    Winterflood Securities is predicting that more investment trusts will be taking on longer-term gearing arrangements, especially those larger trusts that have an income objective.

  • City Financial to launch Japan fund

    City Financial to launch Japan fund

    City Financial is set to launch a Japanese Opportunities fund as it names Philip Kay to head its Asia operations.

  • Japan leads IT performance in 2013

    Japan leads IT performance in 2013

    Japanese trusts have dominated performance in the closed-end space throughout the year with discounts narrowing leading to a rerating of the sector.

  • Economic surprise FOR Osborne  in 2014

    Economic surprise FOR Osborne in 2014

    This year has seen sentiment towards the UK economic outlook turn full circle, from worries about a triple-dip recession to talk of an unsustainable housing boom, writes Ian Kernohan, Royal London Asset Management economist.

  • South Korea seoul less no more

    South Korea seoul less no more

    South Korea has changed tremendously over the past decade, and its future is looking bright, writes Dan Tubbs, head of global emerging markets at Mirabaud.

  • Where harder working bond managers are hunting

    Where harder working bond managers are hunting

    Bond managers are having to work harder now the 30-year bull market is over, and are searching further afield for returns.

  • Sports bets have helped stave off stagnation

    Sports bets have helped stave off stagnation

    Nick Train, manager of the Lindsell Train Global Equity fund, is increasingly seeing strong performance from the media companies in his portfolio, and in particular those with exposure to sports rights.

  • ten  verdicts on the Autumn Statement

    ten verdicts on the Autumn Statement

    Reacting on everything from the revisions to the UKs growth outlook to changes to VCT, ISA and tax rules, 12 experts have their say on the Chancellors Autumn Statement.

  • Best and biggest and UK growth and income trusts

    Best and biggest and UK growth and income trusts

    Morningstars Jackie Beard, director of closed-end fund research, takes a look at one of the most densely packed AIC sectors to spot the winners among the biggest and the newest UK growth and income trusts.

  • Five steps to picking the right platform

    Five steps to picking the right platform

    Geoff Mills, Rayner Spencer Mills Research director, reveals the secrets of picking the right platform.

  • How Gam manager Linsey is playing strained EMs

    How Gam manager Linsey is playing strained EMs

    The performance of emerging markets has suffered in recent years, however, many of the key issues are not new or unusual, wries Matt Linsey, manager of the GAM Star North of South EM Equity Fund.