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August 30, 2015 - Latest:

Is Iran the next big opportunity for emerging market investors?

27 August 2015

With China imploding, Latin America in heavy decline and Russia seemingly on a path of global exclusion, the emerging market growth of yesterday is looking increasingly unattractive writes Chelsea Financial [...]

Global stock market crash is “timely” for long-term investors and the economy claims financial adviser

27 August 2015

This week’s market crash is “timely” for long-term investors and the global economy, the chief executive of independent financial adviser deVere Group has claimed. Nigel Green’s comments come as global [...]

FTSE 100 closes 5% down after enduring 10-day losing streak

24 August 2015

The FTSE 100 closed 5% down on Monday, after collapsing by as much as 6% at one point, as panic selling-gripped the market over fears on China’s slowing economy. The [...]

Expert investment comment: “Stay on course in the summer storm”

24 August 2015

The usual summer doldrums have suddenly been whipped up into a ferocious storm as markets are spooked by every piece of negative macroeconomic news concerning China, Greece, global growth and [...]

“China crisis”…the implications for broader economies and financial markets

24 August 2015

David Jane, co-manager of Miton’s multi-asset fund range, looks the turmoil in China and examines the parallels with financial market history… The state of the economy in China has troubled [...]

A third of over-50s are looking to stocks to boost their retirement fund

20 August 2015

One in three of those aged 50 or more have dived into the stockmarket and bought shares in a company in a bid to help them boost their income in [...]

FTSE 100 enters technical correction territory – what should investors do?

20 August 2015

It appears investors are starting to lose confidence in the UK market as Thursday saw the FTSE 100 index fall into technical correction territory having collapsed by more than 10% [...]

“China’s currency moves and market volatility”

20 August 2015

Veteran investor and manager of the Templeton Emerging Markets investment trust Dr Mark Mobius examines the volatility engulfing China’s market… After a volatile month for China’s stock market in July, [...]

FTSE 100 closes at lowest level since January despite Germany approving Greek bailout

19 August 2015

The FTSE 100 closed at 6,403, the lowest level since January 14 when it closed at 6,388. This was despite the fact that the German MPs today approved a third bailout [...]

Global dividend payments retreat again but full 2015 forecast is revised up

17 August 2015

Shareholder payouts dropped by 6.7% year-on-year to $404.9bn, (£258.95) a decline of $29.1bn in three months to the end of June, according to the latest Henderson Global Dividend Index. The [...]

Investors shun gold as the precious metal loses its shine

17 August 2015

The future is still not looking much brighter for gold as research shows the precious metal has fallen firmly out of favour among investors. According to the Lloyds Bank Private [...]

Are dividends too high right now?

12 August 2015

James Klempster, portfolio manager at Momentum Global Investment Management looks at the current backdrop and state of dividends… Post global financial crisis we have, collectively, become accustomed to the extraordinarily [...]

When is diversification actually ‘diworsification’?

12 August 2015

Anthony Rayner, co-manager of Miton’s multi-asset fund range, comments on achieving investment diversification beyond simple asset allocation… We recently highlighted the rationale behind our portfolios’ current positioning. We have no [...]

“Down Like a Lead Balloon”: The decline of commodities worldwide

11 August 2015

Rowan Dartington’s Guy Stephens takes a look at the decline of commodities worldwide and the reasons behind this current predicament… Almost all commodity markets have had a very painful experience [...]

China devalues yuan – what does it mean for investors?

11 August 2015

Clifford Lau, head of fixed income, Asia Pacific at Columbia Threadneedle Investments examines China’s decision to devalue the yuan to a three-year low against the US dollar… The 2% depreciation [...]

Neil Woodford’s Patient Capital Trust to issue more shares

11 August 2015

Neil Woodford’s hugely popular Patient Capital investment trust is to issue new shares to meet market demand and to manage its hefty premium. The investment trust is currently trading at [...]

Eurozone earnings set to outstrip US’s this year for the first time since 2007

10 August 2015

For the first time in eight years Eurozone company earnings will outgrow those in the US, claims asset manager NN Investment Partners (NNIP). While US second quarter earnings seasons is [...]

“Markets are right to expect a rate rise to come a little sooner than expected”

6 August 2015

Stephanie Flanders, chief market strategist for Europe, JP Morgan Asset Management takes a look at ‘Super Thursday’… The key message from the Bank of England is that markets are right [...]

The hunt for emerging market opportunities

5 August 2015

Enzo Puntillo, manager of the JB Emerging Markets Opportunities Bond Fund at GAM, puts the investment prospects of different world economies under the spotlight… Many investors currently view emerging markets [...]

Spot the Dog: Under-performing fund managers named and shamed

3 August 2015

UK investors collectively have £17.6bn languishing in under-performing funds, with M&G the biggest culprit, according to a new report. The latest “Spot the Dog” report from wealth manager Tilney Bestinvest [...]

The four key factors influencing the direction of European equity markets

3 August 2015

Hermes Sourcecap Europe ex-UK fund co-manager, Tim Crockford, assesses four key factors that will influence the direction of European equity markets from here… Greek drama masking European recovery While there [...]

The Chinese market: “The ultimate battle between capitalist fear and a communist government”

30 July 2015

Darius McDermott, managing director at fund broker Chelsea Financial Services and Mindful Money Columnist examines the turmoil engulfing the Chinese stockmarket… In just over one month $3 trillion has been [...]

“Volatility and risk remain top of the agenda for fixed income investors”

30 July 2015

Nick Hayes, manager of the AXA WF Global Strategic bonds explains why he is maintaining a defensive stance in fixed income investing in an “increasingly volatile market environment” and highlights [...]

Bank results season – what do investors need to look out for?

29 July 2015

One in seven UK fund managers hold no banks a survey by Hargreaves Lansdown shows. Active UK managers fund managers are 4% underweight banks, though the 30% which hold RBS [...]

BlackRock slashes charges on five tracker funds including FTSE 100 and FTSE All Share funds

28 July 2015

BlackRock has halved charges on some of its biggest index tracking funds covering the UK, US and European markets. The fund group has cut the charges on its giant £8.7 [...]

Four funds for courageous commodity contrarians

27 July 2015

There are plenty of stock market adages to suit the current commodities rout. “Be greedy when others are fearful” is Warren Buffett’s famous advice. “Buy when there’s blood in the [...]

Investors urged to “China-proof” their investment portfolios as shares crash

27 July 2015

Stocks in mainland China recorded their sharpest one-day fall since 2007 on Monday, as the Shanghai Composite crashed by 8.5%. The fall was driven primarily by weak economic data which [...]

“Chinese contradictions and Western hypocrisy”

27 July 2015

Anthony Rayner, co-manager of Miton’s multi-asset fund range, compares Chinese and Western responses to crises in equity markets…  The Chinese equity market started to rally last year, in anticipation of [...]

Greece: Victory for Tsipras? Think again

23 July 2015

Bill McQuaker, co-head of Henderson’s multi-asset team, provides his views on the proposed third bailout deal for Greece… The price is high and there are still legislative hurdles to overcome, [...]

“Outlook for gold is negative but short-term sell-off is overdone”

20 July 2015

Gold suffered an intraday decline of around 4% in Monday morning trading, going through $1,100 per ounce at one stage writes Christophe Donay, chief strategist at Pictet Wealth Management… The [...]

How have US banks fared during results reporting season?

20 July 2015

With the majority of the US money-center banks having reported for their second quarter results, Filippo Alloatti, senior analyst at Hermes Credit, shares his initial thoughts on the numbers… In [...]

Price of bullion slides to five-year low as concerns over US interest rate rise sparks sell-off

20 July 2015

The price of gold has dropped to its lowest level in more than five years as fears over a potential US interest rate rise has driven investors to dump the [...]

Investor sentiment towards eurozone shares collapses to two-year low

20 July 2015

July witnessed the largest annual fall in sentiment towards eurozone shares since March 2013, according to new research from Lloyds Bank. The group’s Private Banking Investor Sentiment Index showed that [...]

What is driving China’s extreme volatility?

16 July 2015

After rallying around 150% since the middle of 2014, mainland China’s ‘A Share’ market has corrected almost 35% since mid-June. Douglas Turnbull, head of Chinese equities at fund house Neptune [...]

“Greek politicians vote overwhelmingly to approve tough austerity measures but big hurdles remain”

16 July 2015

Financial markets and the euro will move higher on news that Greece has a reasonable chance of staying within the eurozone but the Greek saga isn’t over yet, risks remain [...]

Veteran fund manager Dr. Mark Mobius to step down as lead manager of the Templeton Emerging Markets Investment Trust

13 July 2015

Dr. Mark Mobius is stepping down as day-to-day manager of the Templeton Emerging Markets Investment Trust (TEMIT) after running the portfolio for more than a quarter of a century. The [...]

“Market focus will switch back to fundamentals after Greek deal, which means a weaker euro”

13 July 2015

The deal agreed between eurozone leaders in Brussels this morning provides a basis for a third bailout package for Greece and for Greece to stay in the eurozone writes Christophe [...]

Tilney Bestinvest voices concerns about tighening rules around VCTs and EIS

8 July 2015

Jason Hollands, managing director Tilney BestInvest outlines his concerns about the tightening rules for VCTs and EIS. No Budget is complete without some new meddling with the rules around tax [...]

Will Greek crisis put an end to market complacency?

6 July 2015

Jason Hollands, managing director of Tilney Bestinvest, looks at what events in Greece mean for market sentiment… Yesterday’s “no” vote in Greece, rejecting the terms of an already expired bailout [...]

Greek ‘no’ vote: key events to watch

6 July 2015

Salman Ahmed, global strategist and portfolio manager at Lombard Odier Investment Managers, reflects on Greece’s referendum vote against austerity measures and the events that markets will be monitoring over the [...]

The very best of British funds: The Grand Prix for investors

2 July 2015

Ahead of the British Grand Prix this weekend Andy Parsons, head of investment research and advisory services at The Share Centre, matches three of his best British fund picks with [...]

Greek crisis Q&A – what might happen next?

29 June 2015

Guy Foster, group head of research at Brewin Dolphin takes a look at what to expect next in regards to the Greek crisis… What happens next? Greece will hold an [...]

“Grexit is not yet what Greece is facing…”

29 June 2015

Stephanie Flanders, chief market strategist for Europe at JP Morgan Asset Management examines the current state of affairs in Greece and looks at what it potentially means for investors… Eurozone [...]

Five fund managers you should have followed when they switched firm

24 June 2015

Chelsea Financial Services managing director Darius McDermott looks at five fund managers with a proven track record In the asset management business there’s a lot of competition to attract star [...]

Sell Woodford Patient Capital says broker Stifel. But will you get the fund at a better price in future asks Axa Wealth

23 June 2015

Investment bank and broker Stifel has put a sell signal on Woodford Patient Capital due the fund trading at a 13% premium to its Net Asset Value. But Axa Wealth [...]

Nearly a fifth of investment trusts appoint a new manager in the last year and a half

23 June 2015

Almost a fifth (18%) of investment companies have appointed a new fund manager over the last year and a half, either as a sole manager or as part of a [...]

New ISA flexibility should boost saving but drive more risk-taking too

22 June 2015

The onset of new tax-free allowances and increased flexibility may spur on investors to save more but it could mean they take on more risk too, warns new research from [...]

Salary Sacrifice: Why repay your student loan when you can fund your pension instead?

22 June 2015

David Smith, financial planning director at Tilney Bestinvest examines the benefit of using so-called salary sacrifice to reduce student loan repayments… With the introduction of Auto Enrolment, more and more [...]

Greek debt crisis- what should investors do?

18 June 2015

The troubles engulfing the eurozone are on the rise given that Greece now has less than two weeks to come to an agreement with its creditors. If the economically challenged [...]

Premium bonds – are they worth your while and money?

18 June 2015

As the limit for premium bonds rises to £50,000, Chelsea Financial Services managing director and Mindful Money columnist Darius McDermott considers whether or not they are worth investing in… With [...]

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