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April 18, 2015 - Latest:

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 strategically 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 [...]

Investors plan retreat from emerging markets this year

7 April 2015

Investors around the globe are planning to cut their exposure to emerging markets in 2015, following a tough 12 months which saw heavy losses for equities in key regions such [...]

Why Restaurant Group is share of the week

7 April 2015

Graham Spooner, investment research analyst at The Share Centre, explains why he has picked Restaurant Group, the owner of chains such as Frankie and Benny’s and Chiquitos, as his share [...]

Watch out for the growing list of ‘exceptional’ items in company results

2 April 2015

Every results season offers The Value Perspective the opportunity – the obligation even – to work through a wide range of announcements to see how companies are getting on financially [...]

Russia’s better-than-anticipated economic growth figures fail to inspire confidence

2 April 2015

Following the publication of the latest set of Russian GDP figures Schroders emerging markets economist Craig Botham explains what he expects for the troubled economy throughout the rest of 2015… The [...]

Child Trust Fund transfers to Junior ISAs go live next week but where should you invest?

30 March 2015

Given that from Monday 6 April investors will be able to transfer their Child Trust Fund (CTF) to Junior ISA now might be a good time for parents to review [...]

The Far East is the stand-out region within Emerging Markets claims Fidelity – where to invest…

30 March 2015

The conventional wisdom today says that Emerging Markets are likely to struggle in the face of some stiff headwinds writes Tom Stevenson, investment director at Fidelity Personal Investing… These include: [...]

Don’t ignore the benefits of financial planning – at the start of the tax year…

30 March 2015

Too many people ignore the benefits of sensible financial planning at the start of each tax year writes Chase de Vere certified financial planner Patrick Connolly. Below he explains how [...]

Are investors now turning away from equity funds?

26 March 2015

Retail investors ploughed £845m into funds during February, marking a significant rise on the previous month’s £320m tally however on an annual basis sales plummeted by 54%. The figures collated [...]

Five tips to avoid the pitfalls of last minute ISA investing

25 March 2015

With just days left until the end of the tax year on 5 April, the deadline for investors to use their £15,000 ISA allowance is drawing ever closer. To help investors [...]

Blog: Venture Capital Trust (VCT) investment: spot the connection

25 March 2015

I have a confession to make.  One of my guilty secrets is that, from time to time, I get addicted to a particular TV quiz show writes Ian Sayers, chief [...]

An investor’s guide to peer to peer lending

25 March 2015

The peer to peer lending market continues to grow, while increasingly offering wider ranges of loans and better protection for investors in the event of borrowers defaulting. Many thousands of [...]

Easyjet, Inmarsat & Johnson Matthey: Three share ideas for ISA investors

25 March 2015

With the end of the tax year fast approaching, Hargreaves Lansdown head of equities Richard Hunter highlights three shares, which he believes are well placed to grow their profits and [...]

China pushing hard for a more prominent role in the global financial system

24 March 2015

Ashmore head of research Jan Dehn looks at why China is driving for an ever more prominent role in the global financial system… The support for its Asian Infrastructure Investment Bank initiative [...]

Three must-dos for first time ISA investors

23 March 2015

With just over a week to go before the end of tax-year deadline Adrian Lowcock, head of investing at AXA Wealth look at the three major must-dos for first time [...]

Sage advice – institutional fund or Warren Buffett? Who would be your investment role model?

23 March 2015

With the UK population being handed ever-greater control of their pension pots, whom among the professionals might they reasonably pick as a role model when they think about investing their [...]

Bond markets and currencies now “on a different path”

23 March 2015

We have written extensively recently on moves in bond yields and currencies and general expectations of lower long term growth and inflation and, within that, economies and monetary policy that [...]

Miton’s David Jane sets out opportunities in the eurozone, US and UK

20 March 2015

Bonds markets and currencies are on a ‘different path’ and may now provide alternative opportunities for investors, according to David Jane, manager of Miton Mutli-Asset funds.   Jane is expecting [...]

Budget surplus? Get a reality check urges Neil Woodford

19 March 2015

We have believed for some time that the growth and inflation assumptions embedded in the forecasts of central banks around the world, are consistently too optimistic writes CF Woodford Equity [...]

Given the economic backdrop where can bond markets go from here?

16 March 2015

In the busy macroeconomic backdrop for global bond markets in recent months, huge stimulus programmes from the European Central Bank (ECB) and Bank of Japan (BoJ) have been among the [...]

Rules published for inheriting ISAs – spouses can switch to another ISA type and provider

12 March 2015

A spouse inheriting their partner’s ISA investments will be free to change ISA provider under new regulations just issued by the Treasury and HMRC. They can also for example transfer [...]

Beware inflation ‘optical illusions’ it may be time to look at inflation linked bonds

11 March 2015

Jonathan Baltora, inflation linked bonds fund manager at AXA IM believes the relative underperformance of inflation linked bonds may be over as he writes below. Inflation linked bonds have naturally [...]

Dr Mark Mobius, Templeton emerging markets investment trust, makes a contrarian case for Brazil

11 March 2015

Many investors in Brazil, including us, have been a little frustrated over the past couple of years with its lack of growth and progress. Gross domestic product (GDP) in Brazil [...]

A cross-sector view on what to put in your Isa

11 March 2015

Marcus Brookes, head of multi-manager at Schroders, is the latest expert to share his views on a number of sectors and highlights some of the funds available for Isa investments [...]

Five funds to ride Europe’s quantitative easing rally

9 March 2015

With the European Central Bank kicking off its full-blown monetary stimulus this week, Tom Stevenson at Fidelity Personal Investing look at ways to invest in Europe… Getting a consensus around [...]

Europe – an income investor’s perspective

9 March 2015

With European investors facing the dilemma of low economic growth, low inflation rates and central bank intervention, Alice Gaskell, co-manager of the BlackRock Continental European Income Fund, discusses where they [...]

Contrarian investing is tough but that can also make it rewarding…

9 March 2015

Here at The Value Perspective, we may wear our contrarian approach to investing as a bit of a badge of honour writes Andrew Lyddon… But taking a position that is [...]

Neil Woodford warns the eurozone is not workable in its current state

9 March 2015

Renowned UK fund manager Neil Woodford has urged that the eurozone is not workable in its current state Woodford who established his own business Woodford Investment Management last year after [...]

Women expect to retire on £4,800 a year less than men, but the pension gender gap is shrinking

4 March 2015

Women planning to retire in 2015 are preparing themselves to live on an income 25 per cent lower than their male counterparts, according to new research from Prudential. The insurer’s [...]

What have been the best performing investment funds since December 1999?

2 March 2015

The UK’s benchmark index the FTSE 100 may have only just recovered to its 1999 high but since the turn of the century, a number of funds have made some [...]

Woodford Investment Management’s Neil Woodford: “British science is in great shape”

2 March 2015

Neil Woodford, manager of the CF Woodford Equity Income fund and veteran pharmaceutical company investor outlines why he believes the UK’s science sector is in rude health… I have been [...]

Oil price drop – emerging markets winners and losers

2 March 2015

There are clear winners and losers within the Emerging Markets (EM) universe as a result of the drop in oil price. However, uncertainty still remains regarding the causes of the [...]

Investment fund sales nosedive in January as investors dump UK portfolios

26 February 2015

Retail investors took a step back at the start of 2015 with net sales of investment funds collapsing. According to numbers from trade body the Investment Association retail sales totaled [...]

FTSE 100 at new high – is it time to party like it’s 1999?

26 February 2015

Is it time to party like it’s 1999? The recent rally in the FTSE 100 index from the low in October last year has been impressive given the preponderance of [...]

Following 2015′s market highs, should investors be preparing for a correction?

26 February 2015

While stockmarkets have been on fire so far 2015, with many including the FTSE 100 reaching new highs, Psigma  Investment Management has warned that a correction maybe on the way. [...]

Too many DIY investors are running high-risk portfolios

26 February 2015

With the ISA deadline fast approaching, investors are looking closely at where they should put their money but Wealth Horizon has warned that too many DIY investors are taking on [...]

Equities, commercial property, infrastructure, Europe & strategic bonds: Five income ideas for your ISA‏

23 February 2015

At a time of record low interest rates and squeezed bond yields, the search for a decent yield can seem like the quest for the Holy Grail. Indeed the hunt [...]

Time to vote with your feet? Billions languishing in underperforming investment funds

23 February 2015

Thousands of investors are missing out far better returns by leaving their hard-earned cash in funds, which consistently disappoint. Research from fund broker Chelsea Financial Services has highlighted that £34bn’s [...]

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