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July 30, 2015 - Latest:

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 [...]

“China’s Rubik’s Cube: Rethinking Risk”

18 June 2015

Douglas Turnbull, head of Chinese equities and manager of the Neptune China and Greater China Income funds takes a look at the current investing environment in the world’s second largest [...]

“With bond yields soaring, should investors take flight?”

15 June 2015

Gareth Isaac, fixed income fund manager at Schroders takes a look at the recent bond market volatility and its implications for investors over the longer term… The steep bond market [...]

Nearly £48.5bn of investors’ cash languishing in poorly performing investment funds

15 June 2015

Investors collectively have a massive £48.5bn languishing in underperforming funds with the majority of the cash invested in poorly performing UK portfolios. The latest ‘RedZone’ update from broker Chelsea Financial [...]

“Is this déjà vu for the 2013 taper tantrum?‏”

15 June 2015

In a new research note John Bilton, global head of multi-asset strategy at JP Morgan Asset Management argues that comparisons of today’s bond market volatility to the 2013 taper tantrum [...]

Ashmore’s Jan Dehn: “Political landscape unclear for Turkey‏”

10 June 2015

Jan Dehn, head of research at Ashmore discusses Turkey, who voted for pluralism over a single strong leader and China which launches a market for certificates to link policy rates [...]

Despite the drop in sales Sainsbury’s shares are still rated a ‘buy’

10 June 2015

As Sainsbury’s updates the market with its first quarter results, Helal Miah, investment research analyst at The Share Centre, explains why the supermarket’s shares are still a ‘buy’ even though [...]

“Two Swords of Damocles” Greek bail-out negotiations and possible US interest rates rise‏

10 June 2015

Rowan Dartington Signature’s Guy Stephens looks at the markets’ attitude towards Greek bail-out negotiations and a possible rise in interest rates in the US… I have to confess that the [...]

Savings interest on notice accounts hits two-year high‏

9 June 2015

Savers desperately looking for a better deal would be wise to take notice of the news that the average interest rate for notice accounts has hit a two-year high of [...]

“Turkish equities could now offer an attractive entry point”

8 June 2015

Erdinç Benli, co-head of the global emerging markets team at fund manager GAM takes a look at the result of the Turkish election and what it might mean for investors… [...]

Woodford Equity Income tops the performance league tables

8 June 2015

Almost a year on since the launch of the hugely popular Woodford Equity Income fund its star manager is sitting on top of the performance league tables after achieving a [...]

“How much should markets fear a Greek default?”

4 June 2015

Alan Cauberghs, senior investment director, fixed income at Schroders takes a look at the implications of the current situation in Greece, and what it means for investors…  The spectre of a Greek default [...]

Emerging market share prices “poised to double in next four years”

4 June 2015

Tim Love, manager of the JB Emerging Equity fund believes valuations could drive returns of as much as 100% over the next four years across the world’s developing nations, below [...]

The number of female fund managers remains stubbornly low

3 June 2015

The proportion of female retail fund managers and co-managers has remained stuck at 7% over the past year, new analysis reveals. In its third annual analysis of the proportion of [...]

Hargreaves Lansdown launches ready-made portfolios for investors not seeking advice

2 June 2015

Hargreaves Lansdown has launched six ready-made portfolios featuring its multi-manager funds aimed at non-advised investors. The range is called Portfolio + and it will be managed and rebalanced by Hargreaves’ [...]

£400bn of investors’ money languishing in ‘dinosaur funds’

29 May 2015

A massive £400 billion is being held in out-of-date ‘dinosaur’ investment funds in the UK.   According to research by Hargreaves Lansdown some of these funds started life in the [...]

Top performing but “largely unknown” India and China stocks

28 May 2015

As regional allocation comes to the fore in the emerging markets, Gary Greenberg, head of Hermes emerging markets (EM) reveals some of his top developing market picks… The paths of [...]

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 [...]

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