For the past decade or so, I’ve been lucky enough to have almost interest-free mortgage payments. Having taken out a tracker mortgage in 2007 (when the interest rate was 5.5%), the sudden fall to emergency levels following the global...
It’s that time of year when everyone reaches for their crystal balls to predict...
This article first appeared on moneymarketing.co.uk on 17th January 2023 History...
The UK stock market has been unloved for quite some time. Ever since Brexit...
Interest rates may be edging upwards, but the average interest rate on a savings account is still less than 1%, according to MoneySupermarket.com. And with Inflation now approaching 10%, it is eating away at the value of our money. This was...
Launched in 2005, the Schroder Oriental Income fund aims to provide income and capital growth by...
Global dividend payments have had a strong start to 2022. According to the latest Janus Henderson...
This article first appeared in the May 2022 edition of Professional Paraplanner I believe it was the...
The Junior ISA was introduced on 1 November 2011. Just like the standard ISA, it’s a tax-efficient wrapper which shields income and capital gains from the taxman and was designed to help parents, grandparents, guardians, and family friends save or...
As stock and bond markets continue to struggle against a background of high inflation and rising...
It’s been a rocky start to the year for investors to say the least. The rotation from growth to...
It’s been a difficult start to the year for markets. January saw both growth strategies and bond...
Global funds are hugely popular with UK investors. They currently have £152.3bn in the IA Global sector, according to the latest figures from the Investment Association*. This is almost £14bn more than IA UK All Companies, which is in second place...
It’s just a few weeks until the FIFA World Cup kicks off in Qatar – and fans are already debating...
abrdn Global Smaller Companies is a textbook fund from the abrdn equities team. Based around their...
When the world is mired in uncertainty it can be very difficult to know where to invest. So, during...
This article first appeared on professionaladviser.com on 9th January 2023 I don’t think many investors will be sad to see the back of 2022. Almost every asset class saw price declines and the news went from bad to worse. Rapidly rising and...
This article first appeared in moneymarketing.co.uk on 17th November 2022 Battered by Brexit,...
Fidelity Special Values aims to achieve capital growth by investing primarily in unloved UK...
There are various reasons why so many UK-based equity investors remain enthusiastic about having...
22 January 2023 marks the start of the Chinese New Year. Millions of people around the world are set to celebrate the event, which signals the end of the winter period and is a sign of new growth to come. Chinese equity investors will certainly be...
This article first appeared on investmentweek.co.uk on 22nd December 2022 I’ve grown up in a world...
2022 was a tumultuous period for China’s markets with economic growth weighed down by property...
This article first appeared in the December 2022 edition of Professional Paraplanner A global...
This article first appeared on professionaladviser.com on 29th September 2022 “We find ourselves in a scarcely credible era of uncertainty. Domestic politics, geopolitical tensions and war, inflation, labour shortages, recession, strikes,...
To say it’s been a momentous week in UK stock, bond, and currency markets, is putting it mildly. The...
The term “Winter of Discontent” was used in the opening line of Shakespeare’s...
The senseless killing of Shinzo Abe, the hugely respected former Prime Minister of Japan, has been...
For the past decade or so, I’ve been lucky enough to have almost interest-free mortgage payments. Having taken out a tracker mortgage in 2007 (when the interest rate was 5.5%), the sudden fall to emergency levels following the global...
Cohen & Steers Global Real Estate Securities fund invests in the entire global REIT and publicly...
The TR Property Investment Trust has a history dating all the way back to 1905, although it became a...
While the topic of house prices and buying your first home is a conversation favourite amongst us...
It’s that time of year when everyone reaches for their crystal balls to predict what sectors could deliver better-than-expected returns over the coming months. Which companies, industries and countries stand the best chance of making money in the...
This article first appeared on moneymarketing.co.uk on 17th January 2023 History has taught me to be...
This article first appeared on portfolio-adviser.com on 22nd December 2022 If you had asked me two...
Events in China are never a total surprise, but those seen in the last few weeks of 2022 really were...
Finance Derivative Magazine has named FundCalibre the Best Performing Investment Fund Research Firm UK in its 2022 awards. The company congratulated FundCalibre on the award, saying it, “offers special recognition and appreciation for your...
Following FundCalibre’s summer investment committee, three new funds have gained an Elite Rating...
FundCalibre has been named winner of the “Best Performing Investment Fund Research Firm UK 2022” by...
Following its Winter investment committee, FundCalibre has awarded ten Elite Ratings and four new...
For the past two weeks, world leaders and decision makers have gathered in Sharm El Sheikh, Egypt for the United Nation’s annual climate change conference: COP27. The hope is that it will build on the momentum of COP26, which took place in Glasgow...
It’s Good Money Week – an annual event that runs in October each year, and which is designed to help...
Janus Henderson’s Jane Shoemake tells us all about the Janus Henderson Global Dividend Index. She...
The UN Sustainable Development Goals act as a “blueprint to achieve a better and more sustainable...
Combining specialist assets − physical assets such as property, infrastructure, private equity funds and specialist financial assets including mortgages and music royalties – alongside more traditional investments such as equities and bonds has...
It’s a good time to be invested in healthcare. This area has historically outperformed during...
When a young Isaac Newton witnessed an apple falling from a tree in the late 1600s, it inspired him...
This article first appeared on Trustnet.com on 3rd October 2022 Gold is a bit like marmite –...
Fidelity Special Values aims to achieve capital growth by investing primarily in unloved UK companies and waiting for them to come back into favour. In this Q&A, manager Alex Wright reflects on the recent challenges facing investors in domestic...
Stock markets generally have had a tough start to the year, with many company share prices tumbling...
Over the past few years, multi-asset managers have increasingly turned to investment trusts as a way...
European Opportunities Trust offers investors access to a high conviction portfolio of European...