Tom Bailey

Buy, Hold, Sell: three small-cap income shares

The fund is relatively new – roughly 18 months old – but our investment approach is a bit more established,” says Ken Wotton, co-manager of LF Gresham House UK Multi Cap Income. Over the past decade and more, Wotton has gained a reputation as a skilful stockpicker in the UK equities market. As well as managing the UK Multi Cap Income fund, he has run the LF Gresham House UK Micro Cap fund since 2009. Both funds have been renamed since Gresham House’s acquisition of the funds from Livingbridge in November 2018.

US shares post best January in 30 years

After a disappointing 2018, US shares bounced back strongly in January, with the S&P 500 index Dow Jones index posting their best January performances since 1987 and 1989 respectively.

The S&P 500 closed the month up by 7.9%, whereas the Dow Jones advanced by 7%.   

Call for property wealth to be added to pension dashboard

The Equity Release Council has called for the housing wealth of savers to be included in pension dashboards.  

It argues pension dashboards should give savers access to “a complete overview of their accumulated assets to make the best decision when planning how to fund their retirement”.

Three key takeaways for investors from Davos 2019

This year a lot of big names were absent from the World Economic Forum, hosted in the Swiss ski resort of Davos. With the US government in shutdown, president Donald Trump declined to attend, while other key world leaders from Theresa May to India’s Narendra Modi stayed at home.

However, from those who did attend, are there any lessons investors can draw?

Saint or sinner? Funds may soon come with ‘sustainable’ labels

Investment funds could soon receive specially designated sustainability and responsible investing (SRI) stamps, allowing investors to better identify funds deemed to environmentally and socially responsible.

The Investment Association (IA) today launched an industry-wide consultation on the idea, seeking the views of fund management firms on the proposals. The consultation ends on 1 March.

The FTSE 100 survivors: the 30 shares that have stayed the course since 1984

This month marks the 35th year of the FTSE 100’s existence. The index, created in January of 1984, has since become synonymous with cautious investing the UK, with FTSE 100 listed companies expected to provide steady dividends and steady returns over the time. The index itself is often referred to as ‘the blue chip index.’