The region has plenty of trade groups, but which ones can help the UK boost trade? The good news is that UK trade with Latin America is growing. But not as fast as British exports…
Ignore the noise: UK dividends should be prized
Brexit has weighed heavily on UK shares, even where it will have little impact on the companies themselves The yield on UK shares has hit its highest level since March 2009 Significant pessimism appears priced…
Just what the doctor ordered
Ian Cowie dissects a relatively good year for biotech and healthcare investment companies. Many investors may be feeling a bit queasy after stock markets’ feverish finish to last year and a shaky start to 2019.…
How to achieve consistent income growth
Job Curtis, Fund Manager of The City of London Investment Trust, explains the strategy behind the Trust’s 52-year dividend growth record and how the portfolio is currently positioned with aim of achieving income and capital…
The reassurance of a quality dividend
Dividends are an important ballast for a portfolio in difficult market conditions, but some sectors are vulnerable to cuts and dividend volatility. - Dividends form the bulk of an investor’s overall return - Regular and…
Preserving capital
We hear from investment companies who aim to preserve investors' capital and limit volatility. Investment companies have been adapting to meet investors’ needs for 150 years. As well as offering exposure to markets around the…
The contrarian challenge to the consensus
[video width="858" height="484" mp4="https://www.marketviews.com/wp-content/uploads/2018/10/mobile_mp4-4.mp4"][/video] There is real value emerging in companies that have fallen out of favour as a result of challenging economic conditions, but a contrarian must be careful, explains James Henderson, Fund Manager…
Leading the way
Ian Cowie explains why independent boards are a clear benefit of investment companies. Individual investors may feel overcharged and undervalued by some financial organisations that seem to be more interested in the weight of money…
Sharing the spoils of global income markets
Ben Lofthouse, Fund Manager of Henderson International Income Trust, shares his view of overseas income markets and the momentum behind global dividends growth It’s been a fascinating year so far with a lot of the…
Two views make a market
Ian Cowie explores the opportunities presented by bearish sentiment on the UK. More than two years after Britain voted by a single-digit majority to leave the European Union, it remains unclear whether Brexit will prove…
Return of the stock-picker’s market For Professional Investors Only
Summary Many equity investors are grappling with how to invest in today’s market, when volatility has increased yet valuations are still high. For answers, we asked Portfolio Managers Lucy Macdonald and Karen Hiatt – two…
Questioning the Manager – Brexit, Opportunities for Income and Disruptive Technology – Henderson High Income Trust
Fund Manager David Smith discusses whether the development of Brexit impacts upon his investment process, which sectors he is finding opportunities for income, as well as his approach towards disruptive technology. KV.widget({"guid": "4V8lpT9uhoE","type": "playback","playerType": "full","showInfoPanel":…
Slow and steady
In the face of recent market volatility, Jonathan Davis explains why a calm approach is best. No matter how much wise advice they receive in advance, few investors find their first encounter with a sharp…
Week in review: apocalypse now? No, not yet.
Generally, it’s only reports of death that are said to be exaggerated, but the other Three Horsemen of the Apocalypse all made an appearance this week. Happily, though, investors seemed relatively unaffected by a sense…
The Recent Market Downturn
Our Initial Thoughts The market sell-off that began in earnest on Friday 2 February appears initially to have been an adjustment of investor sentiment. Particularly since the passage of significant tax cuts in the US…
Consider Last Week’s Correction a Clear Warning
We suspect that most experienced investors fully expected a correction in equity markets at some point (markets don’t go up in a straight line forever), however the ferocity and damage caused by the recent sell…
Week in Review: The hangover kicks in
Many of us are celebrating the end of what has been a bleak and joyless month. Pay day has come around at last and it’s time to dispense with ‘dry January’, or forget about those…
