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May 26, 2013 - Latest:

FTSE flirts with all time high before falling back to earth – Friday close market report

FTSE flirts with all time high before falling back to earth – Friday close market report

The party appeared to come to close this week as the FTSE 100, after edging back towards its all-time-high, suffered its steepest one-day decline in a year writes Philip Scott. [...]

Time for absolute return funds or time to call time on them?

Time for absolute return funds or time to call time on them?

With the equity and bond market rallies apparently drawing to a close, the time should be ripe for absolute return funds to show their strengths. In this environment, the flexibility [...]

How significant will the FTSE 100 returning to its all time high really be?

How significant will the FTSE 100 returning to its all time high really be?

The FTSE 100 looked like it was to return to its all-time high this week. Then bad news from China, IMF disapproval of UK economic policy and nervousness about the [...]

FTSE 100 follows Japan’s fall as new data spoils bullish mood

FTSE 100 follows Japan’s fall as new data spoils bullish mood

A flurry of bearish data has sent the FTSE 100 into downfall in early morning trading with top flight losing 120 points after Japan’s Nikkei index endures its biggest plunge [...]

Investment trusts – innovating and raising their game

Investment trusts – innovating and raising their game

It is tempting to see the investment trust industry as archaic. The names of the trusts hark back to a belt-and-braces City era, while board members and chairman all shot [...]

Lenders’ trade body agrees with the Governor and stresses Help-to-Buy should be temporary

Lenders’ trade body agrees with the Governor and stresses Help-to-Buy should be temporary

It is worth noticing when the trade organisation for the big mortgage banks points out that it agrees with the Governor of the Bank of England and wants the Help [...]

Pension charges, the government, retirement and you

Pension charges, the government, retirement and you

Pensions minister Steve Webb is taking bold steps to ensure better protection for workplace pensions from unfair charges by banning consultancy charging. Consultancy charges, levied by pension firms which advise [...]

Inflation falls to 2.4 per cent: expert views on the surprise fall

Inflation falls to 2.4 per cent: expert views on the surprise fall

Inflation has fallen more than expected which is, of course, good news for savings and investors. The consumer price index, the measure increasingly used by Government, fell from 2.8% to [...]

You’ll have to wear the cap – whether it fits or not…More on bankers’ bonuses

Catherine Gannon, managing partner at Gannons Solicitors, considers the EU’s cap in bankers’ bonuses in a guest post below. Following on from an EU announcement in March that there would [...]

EU fails in bid to force defined benefit schemes to add billions in funding, but maybe the current messy compromise is better

If you are fortunate enough to be receiving a defined benefit pension or are likely to do so when you retire, you should probably consider yourself lucky writes John Lappin. [...]

Charles Stanley Direct suggests five defensive funds

Charles Stanley Direct is currently suggesting five funds that may suit investors who want to diversify, lower their volatility or who want to build a defensive core in these difficult [...]

Technology fund investing favours the brave

Since the turn of the century and subsequent dot.com crash burnt investors have remained wary of dipping their toes back into technology funds cauldron. But a cursory glance at performance [...]

True and Fair campaign creates charges calculator to back its campaigning views

A group that campaigns for transparency of fund management charges has created a new calculator to help you and your adviser consider the total cost of investing. The calculator from [...]

The four types of emerging market debt

Shaun Port, CIO at Nutmeg.com discusses the four types of emerging market debt for Mindful Money below. Many investors are well aware of stock market opportunities in developing economies – [...]

Mixed views on emerging markets

Following a period of disappointing emerging market returns, investors are crossing their fingers for a return to form across the world’s developing markets writes Philip Scott. Economic growth has pulled [...]

Bank of Ireland backtracks on rate hike but only for 1,200 out of 13,500 borrowers

Bank of Ireland has back-tracked on its decision to substantially hike its mortgage tracker rate but only for some 9% or 1,200 of 13,500 affected customers writes Philip Scott. At the [...]

Is your discretionary fund manager selling out of its underlying funds too quickly?

For investors who are using the services of a discretionary fund manager (DFM), new research suggests that DFMs are increasingly ruthless when it comes to sacking any underlying fund managers [...]

Could the Japanese market see European style return on equities?

Dan Morris, global strategist at J.P. Morgan Asset Management has issued a note discussing the depreciating yen and its impact on equities including asking whether returns on equities could reach [...]

Copper’s bear market may be reaching a turning point says ETF Securities

The copper bear market may be reaching a turning point according to Martin Arnold, research director at ETF Securities who has set out his view in a note published this [...]

Five things investors learned this week

1) The City of London may face a crackdown in its listing requirements with chair of the Business select committee Andrew Bailey MP leading calls for tighter restriction on companies [...]

Inflation falling as economies struggle to grow as Axa IM’s Chris Iggo considers the policy options

The inflation outlook in OECD countries appears to be down suggesting central bank interventions will continue according to Chris Iggo, CIO Fixed Income, Axa Investment Management. In a note to [...]

Mindful Money TV: Don’t let inflation erode your portfolio – a Q&A with Momentum’s James Klempster

James Klempster, portfolio manager at Momentum Global Investment Management talks to Mindful Money about inflation, why investors need to watch what it means for their portfolios and the firm’s Factor [...]

Moody’s moves Turkey to investment grade as HL suggests funds for exposure to the market

Turkey’s debt has been upgraded to investment grade by ratings agency Moody’s marking the significant progress of this emerging market in marked contrast to the peripheral countries of the eurozone. [...]

Average rents hit £736 a month in England and Wales for April

The average rents in England and Wales have now hit £736 a month with rents rising in every region according to the latest Buy-to-Let Index from LSL Property Services. The [...]

US reshoring continues and it’s not all down to oil shale says Axa’s Nigel Thomas

The US continues to benefit from re-shoring of manufacturing and not all of this is down to the shale oil boom although it is bringing many benefits too says Nigel [...]

Concentrating on the US – Q&A with Polen Capital Management’s Dan Davidowitz

Florida-based investment manager firm, Polen Capital Management, has launched the Polen Focus US Growth Fund as a Dublin Ucits fund. Managed by CIO Dan Davidowitz and Damon Ficklin, the pair [...]

Inflation for SMEs falls to 1.1 per cent due to lower wage inflation says Aldermore

The inflation rate for small and medium sized businesses has falling to 1.1 per cent in the first quarter of 2013 at least partly because of lower wage costs according [...]

Interest rates may not rise in 2014 or 2015 says L&G’s Richard Hodges

Interest rates may not rise for another couple of years says Richard Hodges, manager of L&G Investments’ Dynamic Bond Trust. Hodges says: “Bond investors are concerned about interest rates rising [...]

Don’t rely on the state for your retirement

Alan Easter group chief executive of the Beaufort Group gives his view of the current state of retirement. Back in the day….our parents told us to always put something aside [...]

Loans to first time buyers up by a fifth in March

Loans to first time buyers increased by 20 per cent in March according to the Council of Mortgage Lenders. The Royal Institute of Chartered Surveyors says demand for residential property [...]

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