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Funds , News , Tax Efficient Investing

The US: a market worth investing in?

The United States has the largest economy in the world – and its stock exchanges are some of the most highly rated. Indeed, the Dow Jones Industrial average burst through

Analysis , Funds , Tax Efficient Investing

Offshore or onshore investment trusts?

The first half of 2014 has very much mirrored what we saw last year, certainly from a new issues perspective. The investment trust sector is going full throttle, with the

Funds , News

Understanding investment trust valuations

So much has been written in the financial pages this year about investment company ‘discounts’, in particular, the fact that they are currently at record lows. Why all the interest?

Funds , News , Small Caps

Investment Trusts outperform OIECs/Unit Trusts

Research from Canaccord Genuity based on data from IMA/Morningstar shows that over the past ten years investment trusts have generally outperformed comparable unit trusts. The table below is based on

Analysis , Funds , Small Caps

10 Differences between investment trusts and unit trusts

  1)    Closed-ended rather than open-ended Investment trusts are ‘closed-ended’ investments, usually with a fixed number of shares in issue. This effectively means investment trust managers have a fixed

Funds , News

Invesco Perpetual fined £18.6m for fund management failings

The Financial Conduct Authority (FCA) has fined Invesco Asset Management Limited and Invesco Fund Managers Limited (Invesco Perpetual) £18,643,000 for exposing investors to greater levels of risk than they had

Funds , News , Tax Efficient Investing

Embrace the bull in the China shop

The thrust of most negative reports focus on six key issues: that China has grown at an unprecedented rate; has a lot of debt; struggles with corruption; has unreliable statistics;

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