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Funds , News , Property , Small Caps , Tax Efficient Investing , Viewpoint

Budget 2014: George Osborne’s speech in full

Mr Deputy Speaker, I can report today that the economy is continuing to recover – and recovering faster than forecast. We set out our plan. And together with the British

Analysis , Funds , Tax Efficient Investing

Why are we still talking Japanese?

While further yen weakness is not central to our forecasts, we believe it is worthwhile to leave the hedge in place to mitigate the tail risk that the unprecedented increase

Funds , News , Tax Efficient Investing

Investors push shares to new highs

The global asset manager believes that US large-cap stocks are now trading at over 17 times trailing earnings, close to the multi-year highs seen late last year. Similar trends are

Funds , News , Tax Efficient Investing

Global share dividends top $1 trillion

The world’s listed companies delivered $1.027 trillion in dividends during the year, an increase of $310bn, or 43.2%, since 2009. In that year, which marked a post-financial crisis low point

Funds , News

Stick with Edinburgh Investment Trust under Barnett

He already manages Perpetual Income & Growth investment trust, Keystone IT and Invesco Perpetual Select UK Equity. Over five years to 31 December 2013 Barnett has returned 130.7% (Perpetual Income

Funds , News

UK smaller companies sector outperformed in 2013

Interestingly, 2013 was particularly successful for the more developed markets. The top performing investment company sector in 2013 was UK smaller companies, up 49%. Yet whilst this sector has often

Funds , News

Best and worst funds in 2013

While looking at the relative performance of funds is important, we go further, seeking to understand how and why a fund has outperformed or underperformed and whether this is repeatable.

Funds , News , Small Caps , Tax Efficient Investing

Saving for children is for life, but Christmas is a start

Long term potential Investment companies have become extremely popular when it comes to saving for children, allowing parents to tap into the long term potential of the stock market. A

Funds , News

Top investment trusts in 2013

In share price total return terms this is nine percentage points higher than the previous twelve months. Figures from the Association of Investment Companies also revealed the average investment company

Analysis , Funds

Five predictions for Asia over the next five years

“Investors have turned to Asia in their search for income, with its 14 distinctive markets providing a multitude of opportunities for diversifying income sources,” he said. “Confidence in the region