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.…
A New Dawn for Asian markets
By James Thom, Investment Director, Aberdeen New Dawn Investment Trust PLC It is 30 years since the launch of the Aberdeen New Dawn Investment Trust PLC. Asia is both the same as, and fundamentally different…
Heroes welcome
We have recently published our updated list of dividend heroes, the investment companies which have increased their dividends for 20 or more years consecutively. There are 20 dividend hero investment companies and of these four…
Tick-tock
With Brexit looming, questions continue to be asked about the UK’s economic prospects and the outlook for UK investments remains uncertain. UK equities are unloved, but this could present an attractive entry point for investors…
From acorns to oaks
Uncertainty around Brexit has hit UK markets and raised questions about the UK’s economic prospects, but what effect is it having on the UK’s smaller unquoted companies? Despite a tough year, the average VCT returned…
Climate change must change investors’ portfolios For Professional Investors Only
Scientists’ warnings about a steadily warming planet have raised awareness about climate change – and the asset-management industry is paying attention. The reason for this growing interest is simple: to slow or even reverse global…
Emerging Markets double digit returns for 2019? For Professional Investors Only
What should we expect this year? At the start of each year we consider our return forecasts for Emerging Market assets over the next 12 months, in order to frame our expectations for taking active…
LatAm Bond Buyers Make Their Predictions for 2019
How will political change impact investments in the region in 2019? Bryan Carter: At a broad level what’s quite exciting is that the majority of the governments in South America, in the large countries at…
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…
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…
Beware inflation, which lurks before it spikes For Professional Investors Only
Investors shouldn’t get complacent about inflation: we may not see an early return to historic levels, but conditions are ripe for an unexpected rise. To fight the erosion of their purchasing power, investors should consider…
Down with the KIDs
The AIC has published further research demonstrating why consumers are being misled by Key Information Documents (KIDs) and why the FCA needs to act now to protect consumers. The research looked at 56 investment company…
Alternative routes to income
Income-seeking investors struggling with low interest rates on bonds and deposits plus high share prices, should consider investment companies holding alternative assets. Infrastructure - such as public buildings funded through the private finance initiative (PFI)…
Taking AIM
"Come back and see me when your market cap is £100m". A phrase commonly heard by the management teams of smaller companies. To some degree, risk, liquidity and time-management makes this understandable but we believe…
Lowland: small and mid-caps for…income?
The UK dividend seeker’s dilemma: avoiding too much income concentration. The concept surrounds a fairly well-penned story in the press about how the vast majority of the UK’s dividends are paid by a small cadre…
How to supercharge your returns
David Prosser explains how reinvesting dividends makes a huge difference. Where do your returns come from when you invest in the stock market – in the shares of the companies that trade on that market,…
The future is Real The future is Real
Will Fulton, Manager of UK Commercial Property Trust, on what’s next for UK real estate. After a difficult 2016, UK commercial real estate has started 2017 in a much more positive fashion. Capital values have…
What Korean Life Expectancy Means For Your Savings
Income Investing For A Longer Retirement For the first time in history, a national life expectancy is set to surpass the 90-year barrier. Recent news that South Korea’s female population will soon reach this demographic…