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May 23, 2015 - Latest:

Why there is lots of potential upside to the weaker US dollar right now

21 May 2015

Matt Cobon, head of government and FX at Columbia Threadneedle Investments, outlines why he is rebuilding his US dollar risk position during this period of dollar weakness… We believe the [...]

Newton loses star fund manager Jason Pidcock to rival Jupiter

21 May 2015

Jason Pidcock lead manager of the Newton Asian Income fund since November 2005 is leaving the group to join Jupiter. Pidcock had established himself as a leading fund manager in [...]

Convertible bonds – the underappreciated asset class?

21 May 2015

In today’s low interest rate environment, investors need to make maximum use of all available asset classes when they construct their portfolios. One, often under appreciated asset class are convertible [...]

Can currencies save economies?

21 May 2015

Much has been said of global currency wars in the past few years writes Stephanie Flanders, chief market strategist for Europe at J.P. Morgan Asset Management…  If there has been [...]

Confidence in UK asset classes collapses to its lowest point since November 2014

18 May 2015

May has witnessed the steepest fall in confidence towards UK asset classes since November 2014 as pre-election tension took hold claims new research. The analysis from the monthly Lloyds Bank [...]

All Tory “blue” budget to held on 8 July – what should investors do now?

18 May 2015

Prime minister David Cameron has pledged that his new government intends to execute all the plans contained in the Conservative’s election manifesto and Britons will find out how quickly they [...]

Why the market is probably into “injury time” on the great bond bull market

18 May 2015

Every now and then, markets deliver a wakeup call to question consensus and shake out lazy positioning in our view, a shake out from extreme levels explains a good deal [...]

UK Election: The impact of unexpected political clarity

14 May 2015

The unexpected clarity provided by the outcome of the general election has freed the UK economy from the shackles of uncertainty, leaving the domestic economy, and banks in particular, set [...]

Why pharma giant GlaxoSmithKline is a ‘buy’ for income seeking investors

11 May 2015

Helal Miah, investment research analyst at The Share Centre, explains why pharmaceutical giant GlaxoSmithKline is a ‘buy’… The defensive nature of the GlaxoSmithKline and the competitive yields paid to investors [...]

China – “the outlook is more nuanced than the pessimists argue”

11 May 2015

Some segments of the Chinese economy could see exceptional growth in a global context for some years to come and it can continue its transition to sustainable economic development argues [...]

Five actions the new government needs to carry out to help savers and investors

11 May 2015

As Prime Minister David Cameron chooses his cabinet, Hargreaves Lansdown chartered financial planner Danny Cox has listed a five-point plan for the new government to help savers and investors… There [...]

Mindful Money’s weekly shares watch: Easyjet, Compass Group & ITV

11 May 2015

Easyjet has some hype to live up to when it publishes its second quarter results on Tuesday, given the very positive tone of its last market report when it raised [...]

China cuts interest rates as concerns persist over slowing economic growth

11 May 2015

The People’s Bank of China (PBOC) announced a 25bps cut for both China’s one-year benchmark lending rate and benchmark deposit rate, to 5.1% and 2.25%, respectively, effective Monday 11 May [...]

Rising bond yields send a stark warning to investors but what are their options?

7 May 2015

Given that bond prices in the UK, US and Germany have fallen dramatically, as a rising oil price has fuelled speculation interest rates may rise sooner rather than later, fixed [...]

Despite the strong greenback, US shares are still offering value

7 May 2015

One tangent of monetary policy that the US Federal Reserve will have on its radar screen in the coming months is the trajectory of the US dollar writes Jason Vaillancourt [...]

Whatever the election results, investors must avoid knee jerk reactions‏…

7 May 2015

General Election day is here at last with the final polls still pointing to a hung parliament, leaving open the prospect of another coalition or a minority government propped up [...]

BT – What its annual results mean for investors and why it is still a ‘buy’

7 May 2015

As BT reports its full year results, Ian Forrest, investment research analyst at The Share Centre, explains what they mean for investors… BT’s fourth quarter and final results reported today [...]

HSBC nears decision over relocation as profits rise

5 May 2015

HSBC has said it will decide whether or not to move its headquarters out of the UK within months as it reported  4% increase in first quarter profits to $7.1 [...]

Fund picks for a royal baby’s junior ISA

5 May 2015

As the Royal Family celebrates the birth of baby Charlotte, Andy Parsons, head of investment research at The Share Centre, suggests three funds for new parents considering opening a Junior [...]

Rising life expectancy means you need to keep testing your financial plans

1 May 2015

Ben Kumar, investment manager at Seven Investment Management, looks at the implications of rising life expectancy for the state pension and your plans. The basic state pension, in more or [...]

Church of England goes green: plans to sell fossil fuel investments

1 May 2015

The Church of England is ditching it investment in fossil fuel companies after adopting a new climate change policy. It plans to sell investments in companies where more than 10% [...]

Investment ISA sales fall off a cliff as investors shy away from markets

30 April 2015

Fund sales during the height of the so-called ISA season fell off a cliff during March as investors turned their back on stockmarkets. According to data from trade body, the [...]

Half of UK actively managed funds underperformed in 2014 says S&P Dow Jones Indices

29 April 2015

More than half of UK actively managed funds underperformed in 2014 according to a new report from  S&P Dow Jones Indices. The new report called the Europe S&P Indices Versus Active [...]

Significant slip, or just a blip in emerging markets’ foreign exchange reserves?

28 April 2015

Dr Mark Mobius of the Templeton Emerging Markets Trust, explains what the recent movement in emerging market foreign exchange reserves means for investors…. For those looking to invest in emerging [...]

Five pre-election fund tips to ride out the uncertainty ahead of 7 May

27 April 2015

With just over a week to go until the UK General Election, how should investors position themselves for life after 7 May? Tom Stevenson, investment director at Fidelity Personal Investing [...]

Ashmore’s Jan Dehn: The failure of QE‏

27 April 2015

Jan Dehn, head of research at Ashmore discusses why Quantitative Easing (QE) is failing as instead of funneling funds into the real economy, the policy is inflating bubbles in both [...]

Should investors really sell in May and go away?

27 April 2015

The old adage of “sell in May and go away, don’t come back till St Leger Day” is a warning often cited by investors looking to avoid the traditionally trickier [...]

“None of the above” – Psigma Investment Management on Election 2015

27 April 2015

If you hadn’t noticed, there is an election coming up in the UK and it is already getting seriously boring Writes Psigma Investment Management chief investment officer Tom Becket… I [...]

As Britain marks St George’s Day – where are the best investment opportunities in the UK right now?

23 April 2015

As Britain celebrates St. George’s Day, Mark Wharrier, co-manager of the BlackRock UK Income Fund looks comments on the investment opportunities in the UK equity income sector… The outlook for [...]

Is value still to be found in Europe?

23 April 2015

Anthony Rayner, co-manager of Miton’s multi asset fund range asks whether there is still value to be found in Europe… The over-arching theme in our portfolio for some time now [...]

Unlike books, dividends really should be judged by their cover…

23 April 2015

As of the end of March 2015, investors could obtain more than twice as much in yield from the FTSE 100 index as from the 10-year UK government bond – [...]

The silver lining of slower growth

21 April 2015

Russ Koesterich, BlackRock’s global chief investment strategist explains why low growth is not all bad news… Stocks struggle amid more signs of sluggish growth Stocks struggled last week amid more [...]

Would Lloyds bank sale echo Royal Mail IPO and encourage more first-time investors?

20 April 2015

The sale of £4bn of Lloyds shares to the general public proposed by the Conservative party over the weekend, would be a positive move for private investors, as it will [...]

Woodford Patient Capital is officially the biggest UK investment trust launch

20 April 2015

Woodford Patient Capital Trust is sitting comfortably at the top of the list of biggest UK investment trust launches. The investment trust, which will be managed by star manager Neil [...]

China stimulus rolled out as growth stalls

20 April 2015

Craig Botham, emerging markets economist at Schroders, comments on the Chinese data announced over the weekend… “A data-heavy week in China was capped by a larger-than-expected 100 basis points (bps) [...]

2015 set to see strongest dividend growth since 2012

20 April 2015

Despite poor headline figures shareholders payouts from UK firms have enjoyed a decent start to 2015 spurring on analysts to up their expectations for the year. According to the widely [...]

Venture capital trust dividends soar to new high on their 20th anniversary

20 April 2015

On the 20th anniversary of the creation of Venture Capital Trusts (VCTs) figures from trade body the Association of Investment Companies (AIC) highlight that dividends across the asset class are [...]

Investors should prepare “to take advantage of the fallout” from US Federal Reserve’s inevitable rate rise

16 April 2015

Investors should prepare a defensive portfolio and to be ready to take advantage of the imminent significant opportunities that will likely present themselves writes Tom Elliott international investment strategist at [...]

Warning that ‘cautious, diversified’ portfolios face significant losses if inflation and interest rates rise

14 April 2015

Cautious investors could be taking much more risk than they think by investing in supposedly cautious multi-asset funds as most of the diversified assets they invest in are exposed to [...]

Is “manifesto week” ushering in the death of simple saving?‏

13 April 2015

Tom Stevenson, investment director at Fidelity Personal Investing argues that the current scramble for votes is making personal finance a minefield of complexity… The recent direction of travel for pension [...]

Discount hotel chain Travelodge reports 63% jump in annual earnings

13 April 2015

Travelodge has reported a significant jump in earnings some three years after it faced ruin. On Monday the discount hotel group announced that its underlying earnings has surged by 63.5% [...]

How to cut your Inheritance Tax bill today

13 April 2015

The Tory proposed inheritance tax (IHT) breaks are at least two years away, and indeed may never see the light of day as it all depends on what happens in [...]

Why early bird ISA investors beat those rushing in at the last minute

13 April 2015

Early bird investors are more than £10,000 better off than those who leave it until the end of the tax year to make their investments, according to analysis by Fidelity [...]

£1,000 invested in Buy to let in 1996 worth average £14,897 in 2014 far outstripping equities and bonds says new research

11 April 2015

Buy to let has been the outstanding investment of the past 18 years, providing average returns that easily outstrip those of other major asset classes new research suggests. A report [...]

Three fund tips for early bird ISA investors

10 April 2015

The new tax year is upon us and that means a brand new ISA allowance and there are plenty of reasons to become an early bird investor.   The ISA [...]

As the pension freedoms go live, research shows savers are planning to retire later than they had hoped

9 April 2015

More than two thirds of financial advisers have admitted that their clients are planning on retiring later, compared to just five years ago as a result of a pension saving [...]

Love it or hate it: Why Japan is like Marmite

9 April 2015

Japan has been a bit like Marmite for investors since the start of Abenomics writes Kerry Craig, global market strategist at JP Morgan Asset Management… The ambitious suite of stimulative [...]

Never sell Shell? Hargreaves Lansdown says some funds may have to now

8 April 2015

Royal Dutch Shell has announced a £47 billion merger deal with BG Group, which would make the combined company worth 9% of the FTSE 100, if it goes through. Hargreaves [...]

Shell £47bn BG deal will stretch balance sheet but should pay off says Henderson

8 April 2015

Royal Dutch Shell has agreed to buy BG Group for £47bn, in the biggest oil and gas deal for 17 years. Here the experts share their views on what this [...]

European and emerging markets rally, while US stocks struggle

7 April 2015

Russ Koesterich, BlackRock’s global chief investment strategist takes a look at how world investment markets have fared over the past week… It was a mixed week in the world’s stock [...]

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