Investment

  • is the us dividends party over

    is the us dividends party over

    The number of dividend payers – and the level of dividend payment – in the US might be growing rapidly but we believe some of these companies are expensive or poor quality.

  • vickers trades sarasin for russell move

    vickers trades sarasin for russell move

    Russell Investments is continuing to ramp up its multi-asset team with the hire of David Vickers as a senior portfolio manager on its £1.2bn Multi-Asset Growth Strategy.

  • Gregson readies resources fund for recovery

    Gregson readies resources fund for recovery

    Neil Gregson believes commodities have hit rock bottom and is readying his JPMorgan Natural Resources Fund for a recovery.

  • TwentyFour set to boost trust suite

    TwentyFour set to boost trust suite

    Fixed income house TwentyFour Asset Management is set to pounce on the success of its first closed-end launch with the addition of more investment trusts to its range.

  • emerging markets no single group

    emerging markets no single group

    What most investors understand when we talk about 'emerging markets' is actually a group of countries with such different economic and market drivers and with hugely different dependencies on the rest of the world, that we need to stop refering to them as a single investment concept.

  • Ex Henderson boss joins SJP board

    Ex Henderson boss joins SJP board

    Ex-Henderson chief executive Roger Yates is to join the St James’s Place board.

  • EM managers need to hunt harder for gems

    EM managers need to hunt harder for gems

    The old export-led emerging markets story is dead, but the new age of global competitiveness is not yet born, according to Gary Greenberg, lead manager of the Hermes Global Emerging Markets Fund.

  • Unemployment could fall sub-7 per cent next year

    Unemployment could fall sub-7 per cent next year

    The Bank of England has used its latest Inflation Report to soften its unemployment projections but has played down the move.

  • Gold bets hurt Pennink trust but manager upbeat

    Gold bets hurt Pennink trust but manager upbeat

    Gold miners have dragged down the performance of British Empire, but managers John Pennink and Joe Bauernfreund are upbeat on the investment trust’s outlook.

  • Surprise drop in UK inflation

    Surprise drop in UK inflation

    The UK’s rate of inflation has dropped from 2.7% to 2.2% – its lowest rate since September 2012.

  • residential property

    residential property

    Residential property is gaining traction as an investment in its own right and at £5trn in size it dwarfs the commercial property market.

  • Ruffer Why we lack faith in buoyant equities

    Ruffer Why we lack faith in buoyant equities

    Ruffer’s Steve Russell and Hamish Baillie have said they lack faith in today’s buoyant equity market because the best argument for buying stocks is there are few alternatives.