As UK and global markets face the unprecedented challenge of the coronavirus pandemic, Louise Kernohan, co‑manager of Dunedin Income Growth Investment Trust, advocates a focus on high-quality companies and the need for a long-term mind-set.…
Navigating choppier waters
We hear from investment companies with multi-asset and capital preservation strategies. Investment companies have been adapting to meet investors’ needs for 150 years. As well as offering exposure to markets around the world and specialist…
Finding the sweet spots in credit
Matthew Chaldecott, Fixed Income Product Specialist, discusses how to target the ideal portfolio mix in the current credit environment. As we near the end of 2018, we have finally started moving away from accommodative monetary…
Equity market setbacks are normal
The recent US equity market setback seems to be little more than a wobble. The global economy is not in recession, although it is slowing down, and monetary policy is still accommodative across the board.…
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…
The value in US markets
Performance in the US market has been strong, but there are fears of overheating This recovery may have been long, but it has been weak relative to history There are many opportunities in the US…
Catching the waves on Europe’s rolling IPO market
Ollie Beckett, fund manager of TR European Growth Trust, shares some of the Trust’s recent success stories from Europe’s IPO market and explains why investors seeking growth might find Europe’s small and mid-cap space attractive. After a…
Japan: looking beyond the economy to its resilient companies
By Kwok Chern- Yeh, Senior Investment Manager, Aberdeen Japan Investment Trust PLC The Japanese stock market has been in a sweet spot but headwinds are mounting From robotics to healthcare, Japan has a number of…
Asia: the demographic dividend
By Adrian Lim, Investment Director, Edinburgh Dragon Trust plc Asia has a young, entrepreneurial and increasingly wealthy population This brings investment opportunities in areas such as healthcare and financial services As entrepreneurship declines in 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…
Trump’s Tactics Put the US on the Front Foot for Now
Living in the UK and working in the financial sector, it feels like it's all Brexit and Trump at the moment, interspersed with some economic data and a bit of central bank action. Although the…
Change brings opportunity
Change, uncertainty and volatility in stock market prices are the ingredients that Henderson Opportunities Trust (HOT) thrives on. The Trust is relatively small with net assets of around £100m at the end of April, spread…
Finding value in American growth
Last year saw global growth accelerate at its fastest pace since the financial crisis as this long-running bull market defied expectations and found another gear. It was a period of synchronised global growth reminiscent of…
Asia: growth in the right places
The Asian growth story has been well told: economic growth rates are exciting; there is a nascent consumer boom, fuelling by a growing middle class; there is a growing culture of innovation and entrepreneurship. The…
Weekly ETF Equity Select List – 7th, May 2018
About the ETFG ETP weekly Select List The ETF Global Weekly ETF Select List has been designed to support both Financial Professionals and Investors with their respective Exchange-Traded-Fund selection processes. Once the investor’s risk tolerance,…
Worst week for US stocks since January 2016 – part of the anatomy of a topping process
The US equity market suffered its worst weekly performance since the China inspired sell-off into January 2016, falling by about 6% over the five days. Although the focus may well have been on Facebook and…
Witan Full Year Results 2017
DISCLAIMER This is a short video presentation provided by Witan Investment Services which contains an interview with Andrew Bell, Chief Executive Officer of Witan Investment Trust plc. Investments and or investment strategies mentioned in the…
The Big Waiting Game on the US Economy
It feels very much like a big waiting game at the moment. Economically the consensus became very excited about synchronised global growth as 2017 ended, and of course the US tax cuts were supposed to…
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":…