Vodafone or Alphabet – will either be paying a dividend in 2022?
Digital disruption is creating all types of havoc across industries and now dormant areas of the market such as tobacco, telecommunications and utilities are starting to feel the pinch.
Seeking an income that stays on track for years to come
Join the managers of SAINTS on their travels as they seek out companies from across the globe that they believe can deliver the winning combination of dependable and growing income along with capital growth. Capital is at risk and income is not guaranteed. A key information document is available by contacting Baillie Gifford.
How minimum variance strategies have performed in US downturn
After years of low volatility, equity risk may be returning once again – with several larger movements this year emanating from the USA. For risk averse investors, low volatility equity strategies have offered the chance for investors to moderate the volatility.
Franklin Templeton: The Case for Active Gilts
When Franklin Templeton launched its UK gilt strategy in February 2017, one wonders if it knew how severe the political and market unrest would be following the EU referendum later that year. Because of the volatility that has since ensued, it seems the team knew exactly what it was doing with the timing of that launch.
Demand for Growth Creates Opportunities for Value in EM
The incessant investor demand for exposure to new economy sectors has driven valuations of the emerging world’s high growth companies to historical levels. Furthermore, investors have ignored traditional value sectors, driving the divergence of valuations between new and old economy stocks to new highs. For Value investors, this has created many areas that are being overlooked or forgotten.
New to the sustainable investing market – Rathbone Global Sustainability Fund
“Giving investors the ability to create long-term value, whilst delivering a positive environmental and social impact.” David Harrison, Fund Manager