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September 2, 2014 - Latest:

UK equity funds prove popular with investors

1 September 2014

UK equity funds have proved the most popular with clients since the launch of New Isas (NISAs) in July, according to Tilney Bestinvest. Since the new Isa limit of £15,000 [...]

Woodford sells out of HSBC due to “fine risk”

1 September 2014

Influential fund manager Neil Woodford has revealed he is selling out of HSBC because of the “unquantifiable” risk of regulatory fines. He believes regulators are setting fines according to banks’ [...]

Savers put record amount in stocks and shares ISAs

29 August 2014

The introduction of a super-sized ISA and pitiful cash savings rates led to record subscriptions to stocks and shares ISAs. A record £18.439 billion was invested into stocks and shares [...]

Global share dividends top $1trillion

31 July 2014

Investors have long understood that much of the overall return from an equity portfolio arises from dividend income – the more so if it is reinvested.  Studies indicate that dividends [...]

High Street banks out of favour with income share and fund investors, but is it time to reassess?

29 July 2014

The number of direct investors holding high street bank shares has fallen by up to 54% says The Share Centre’s investment research analyst Graham Spooner. Investors favour HSBC and Standard [...]

Investors beware corporate bond liquidity risk

18 July 2014

Investors in corporate bonds may face a shock as they try and exit the asset class due to liquidity ‘concerns’. Morningstar OBSR investment strategist Andy Brunner has warned of the [...]

Bill Mott, veteran income fund manager, to retire

15 July 2014

Bill Mott is to retire from fund management stepping down from the PSigma Income fund. The current co-manager, Eric Moore will become co-manager alongside Gervais Williams. Mott will retire from [...]

Neil Woodford reveals new fund’s top 10 stock picks

7 July 2014

Former Invesco Perpetual star fund manager Neil Woodford has revealed the top 10 holdings in his new fund with his old picks AstraZeneca and GlaxoSmithKline both present. Woodford Investment Management’s [...]

Mencap launches first charity retail bond

27 June 2014

Charity Mencap has launched its first retail charity bond offering a return of 4.375% over seven years. The housing arm of the learning disability charity, Golden Lane Housing, plans to [...]

Savers, borrowers, investors and pensioners: just how will an interest rate rise affect you?

13 June 2014

Speculation about when interest rates will rise has been rife in recent months and Bank of England governor has added fuel to the fire, warning a rise could happen sooner [...]

Should investors be shopping for income at Sainsbury?

21 May 2014

Mindful Money contributor Edmund Shing, of BCS Asset Management, says that despite the tail of woe in the supermarket sector, one high street name may hold appeal for income investors. UK Food Retailers [...]

Crowdfunder Landbay aims to open up buy-to-let market to frustrated savers

17 May 2014

A new entrant to the crowdfunding market is providing finance to landlords and allowing savers to invest their money into buy-to-let without the hassle of owning a property. Peer-to-peer platform [...]

Investment trusts and unit trusts – ten big differences

29 April 2014

Hargreaves Lansdown has put out a comparison of investment trusts versus unit trusts to mark the launch of its new investment trust research website. The site is available at www.hl.co.uk/shares/investment-trusts [...]

High yield corporate bond funds – all you need to know and some expert recommendations

18 March 2014

High yield bonds offer a higher income than conventional bonds – hence the term junk bonds and as that name suggests investors must be willing to take a higher risk [...]

Dividends have made up 42% of equity returns for Europe since 1973 says Allianz Global Investors

11 March 2014

Dividends have contributed 42% of equity returns in Europe since 1973 a study by Allianz Global Investors has revealed. In a report issued today, the fund manager says that on a [...]

Sterling corporate bond funds for this year’s Isa? Advisers prefer strategic funds but offer some suggestions

10 March 2014

Should you put the Sterling corporate bond funds in your Isa? Investment journalist Cherry Reynard examines the sector for Mindful Money and asks some experts for their recommendations. The sterling [...]

Mark Barnett takes over Neil Woodford’s Invesco Perpetual Income and High Income funds seven and a half weeks early

6 March 2014

Mark Barnett has taken over Neil Woodford’s funds several weeks early Invesco Perpetual has confirmed. Barnett has taken over the £13.1bn Invesco Perpetual High Income and £8.4bn Invesco Perpetual Income funds, as well [...]

The “Snog, marry or avoid” emerging markets according to Psigma’s Tom Becket

24 February 2014

Psigma’s chief investment officer Tom Becket has offered his views on which emerging markets he would ‘Snog, Marry or Avoid’. He says this is in response to an investment partner’s question [...]

Isa ideas – buying the world by investing in global funds

13 February 2014

Should investors be considering the global sector for their Isa? Much of course depends on what they have invested already, their goals and more. The sector is by its nature [...]

Charles Stanley Direct says beware scaremongering about Mark Barnett transition

11 February 2014

With news that Neil Woodford is likely to launch funds in the UK equity income space, Charles Stanley Direct pension and investments analyst Rob Morgan assesses what this may mean [...]

Isa options: The case for investing in Japan and some funds you might choose

6 February 2014

Japan funds posted some excellent returns last year. Have they had their moment in the sun or is there further to go for investors. Investment journalist Cherry Reynard assesses market. [...]

How to compare student property investments

5 February 2014

The pool of global ‘travelling students’ is predicted to double to eight million by 2025, with Britain set to attract more than the US, according to the British Council. These [...]

Mark Barnett interview transcript – with analysis from Chelsea Financial Services’ Darius McDermott

2 February 2014

Last week Invesco Perpetual ran an webcast interview with Mark Barnett, the fund manager due to take over Neil Woodford’s Income and High Income funds and the Edinburgh Investment Trust. [...]

Isa ideas – UK equity income – why invest and what funds are brokers recommending?

29 January 2014

In the first of series looking at the options for investing your Isa, investment journalist Cherry Reynard looks at the UK Equity Income sector. When companies make profits, they can [...]

Vodafone could be bought and disappear from the FTSE 100 says Brewin Dolphin

20 January 2014

Investment firm Brewin Dolphin has suggested that Vodafone could disappear from the UK market following a US or Japanese takeover. Writing on the firm’s blog for investors, Divisional Director Nik [...]

Investing for income in 2014

26 December 2013

Investors who are primarily seeking income are set to face very similar challenges in 2014. They also face similar dilemmas balancing income and risk to capital given the difficulty of [...]

Psigma suggests six funds for six different types of investor for 2014 – and five themes

11 December 2013

Psigma’s chief investment officer Thomas Becket has issued a note suggesting six funds and five key investment themes for 2014. We publish the note in full below. It’s time to [...]

Hargreaves Lansdown suggests five funds to play five themes from the Autumn Statement

5 December 2013

Hargreaves Lansdown has split the budget into five themes and suggested a fund to play each one.  These are: UK Growth - After years of sluggish recovery the UK economy is [...]

A strong view about having ‘No strong view’ on UK commercial property

4 December 2013

Given that he is asked about it all the time, Psigma CIO Tom Becket outlines his views on UK commercial property below. I’m sure people think that I’m lazy when we [...]

Equity funds fit for navigating an uncertain inflation and interest rate climate

20 November 2013

Charles Stanley Direct’s head of investment research Ben Yearsley considers the funds that may give you inflation and interest protection. The direction of interest rates is probably the single most [...]

Top income paying stock tips from Axa’s Richard Marwood

6 September 2013

Vodafone and its upcoming bumper dividend pay-out have dominated the headlines in the past week, as billions of pounds are set to be doled out to its shareholders writes Philip [...]

Fund tips to beat inflation

13 August 2013

With inflation running at 2.8 per cent, savers could see the value of their cash cut in half over 25 years writes Philip Scott. It was announced this week that [...]

July’s inflation dip offers little respite to UK savers

13 August 2013

Inflation, often referred to as the ‘silent assassin of savings’ fell back in July but the dip is of little consequence to savers who will still struggle to find an [...]

Lloyds’ plans to start paying dividends hailed as final stage on journey to normality

1 August 2013

Lloyds is to enter into talks with the regulator about restarting dividend payments. The bank declared half year profits of £2.1bn as Sky News reports  after losses of £456m in [...]

Investing for income – what to buy and what to sell from Sanlam Private Investments

29 July 2013

With UK inflation running at a rate just shy of three per cent and interest rates stuck at historic lows, savers are looking to riskier assets to boost their income. [...]

Have record UK quarterly dividends tipped the balance back to UK Equity Income funds?

25 July 2013

The latest research from Capita Registrars shows second quarter dividend payouts by UK firms hitting an all time high. Underlying dividend growth was 9.5%, with media, financial services and food [...]

Invesco Perpetual’s Woodford has quashed Lloyds rumour and says HSBC is investible – but what are his key stocks?

15 July 2013

Britain’s most powerful investor, Invesco Perpetual’s Neil Woodford, has trashed claims that he is gearing up to take a stake in tax-payer propped-up Lloyds. A flurry of reports last week [...]

BlackRock’s Adam Avigdori urges investors to look for income paying shares amid volatility caused by tapering worries

20 June 2013

The Mindful Money fund manager interview As market volatility hits the US and UK bond markets on the back of fear that quantitative easing is due to be tapered back [...]

UK pensioner income growth far out-pacing younger generation

14 June 2013

The recession appears to have done little to harm pensioners’ wealth as new research shows they have enjoyed faster income growth than any other age-group in the UK over the [...]

UK dividends slashed by 25 per cent in first three months of 2013

22 April 2013

UK income investors have taken a hit since the start of the year as dividends paid out by London listed companies plummeted by some 25% over the first three months [...]

Global income investors average just 20 per cent outside domestic market. UK stands at just 21 per cent.

8 April 2013

Fund manager Legg Mason says that many global investors are not investing substantially outside their domestic markets holding just under 20 per cent of their holdings outside their home markets. [...]

Not all gloom and doom for savings and investment opportunities

19 March 2013

Where in the world are our investment opportunities? The stability of the economy and continuing strain on personal finances continues to be a topic for fierce debate, with reports suggesting [...]

Can a single company bond help you beat inflation?

22 February 2013

Historically, investing in the bond market was confined to a select few. Companies have issued bonds through the capital markets, where they were bought by fund managers writes Cherry Reynard. [...]

Investing to beat inflation

20 February 2013

The mix of a stagnant economy and persistent inflation is a tricky one for investors to navigate, but there are methods to minimise the eroding effect of rising prices on [...]

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