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.…
What are the risks to portfolios of UK inflation? For Professional Investors Only
In this video, Chris Iggo, CIO Fixed Income at AXA Investment Managers, discusses inflation, the US Break Even Inflation Premium and how this impacts his perspective.
Video: Potential cost of sitting on cash For Professional Investors Only
Nicolas Trindade, Fund Manager, AXA Sterling Credit Short Duration Bond Fund, discusses the potential cost of sitting on cash.
Special report – Fixed Income Survey For Professional Investors Only
Financial Adviser (FA) recently published a Fixed Income Survey, in association with AXA Investment Managers. The results found that 51% of the 176 advisers surveyed with investment provisions said that they are very likely to…
Small savings get big
David Prosser explains how regularly saving small amounts can pay off in the long run. If your new year’s resolution for 2017 is to spend less and save more, it’s worth taking a look at…
Why do investors love equity income?
The pull of dividend income has become a very powerful one and there is no sign of any decline in its popularity. In this short guide, we explore why companies that pay dividends are in…
Ignore Trump and Invest in Mexico
It would be fair to say that Donald Trump is not everyone’s cup of tea. In his short spell in office he has picked fights with seven Muslim countries, argued with supposed allies such as…
Who wants to be an ISA millionaire?
By David Prosser. "Analysis from Fidelity Investments suggests that starting from scratch today, you could be an ISA millionaire in less than three decades" Here’s a thought to cheer you up this miserable winter: in…
10 Core Investments for your ISA
In the aftermath of the referendum on whether to stay in the EU, investors are faced with a host of uncertainties - not only around the realities of Brexit but also, a little further down…
A tale of two Asias
By Cherry Reynard. There are two Asias: One buoyed by economic development, consumer spending and technological innovation; the other vulnerable to increasing US protectionism and a strong dollar While our focus is on companies rather…
Property makes a comeback
Background In August this year we published a review of the property sector (Hot property) as discounts widened markedly in the wake of the UK’s referendum on membership of the European Union. Funds and investment…
The Folly of Predicting the Markets in Retirement Planning
I think it is fair to say that the market reaction to Brexit took most people by surprise. While there were the inevitable few days of falls following the announcement of the result, the following…
Income in Retirement – Consistency is King
We looked last time at the importance of reviewing your investment strategy if you intend to use a ‘drawdown’ pension during retirement and leave your fund invested for the longer term. For many the biggest…
Seven Deadly Sins of multi-asset investing
Don't be led astray or make decisions for the wrong reasons. Watch Aberdeen Asset Management's guide to the seven deadly sins of multi-asset investing now. Narrated by Joanna Lumley.
Troy Income & Growth Investment Trust
Summary Troy Income & Growth (TIGT) is relatively concentrated portfolio of around 40 stocks, with a focus on blue chip UK listed companies which have strong franchises and sustainable dividend growth. The trust’s objective is…
Income in Retirement – A Shift in Thinking
With the new pension freedoms legislation now firmly part of the retirement planning landscape in the UK, the true implications of these changes are now starting to be truly understood. What is clear in our…
Built for staying power
How time flies when you are enjoying yourself as a personal finance journalist. I can’t believe that nearly 30 golden years have passed since I first started writing about the virtues of investment trusts. I…
Regular as clockwork: 43% of investment companies pay quarterly dividends compared to 17% in 2010
AIC publishes dividend payment dates for member companies. It’s no secret that in today’s low interest rate environment, investors are on the hunt for yield. And it would seem that many investors also value…
Using investment companies to generate regular income in retirement
The AIC has collated adviser views on which investment companies work well in a pension portfolio to generate income. It’s coming up to a year since the pension reforms were put in place and,…