Tom Bailey

Strong dollar hits global income investors

British companies saw a slower rate of headline dividend growth in the third quarter on the back of a stronger US dollar and a weaker pound, according to the latest Janus Henderson Global Dividend Index.

UK-listed companies paid out a total of $33.3 billion worth of dividends to shareholders in the third quarter of 2018. This marked an increase of 3% in headline dividend growth compared to the same quarter in 2017, lagging the overall global rate of 5.1%

Fund managers expect S&P 500 to rise by 10%, go above 3000 points

One in three fund managers think the US market has peaked, according to Bank of America Merrill Lynch’s monthly Global Fund Manager Survey. However, for the most part, fund managers surveyed seemed more concerned about worsening global conditions than the US.

First, a total of 44% of fund managers expect global growth to slow over the next 12 months, the most bearish outlook for the global economy since November 2008.

Emerging markets: is the worst of the storm over?

Despite the predictions of a synchronised global upswing in 2018, so-called “growth markets” have provided investors with anything but this year. The MSCI Emerging Markets index peaked in January, but has since  continued to edge downwards. It reached its lowest point at the end of October, a decline of around 27% from its yearly high.

Women’s state pension age now matches men’s

For the first time since the 1940s, the state pension age is now the same for both men and women, as of 6 November.

The state pension age is the earliest age at which someone can claim the state pension. The age has stood at 65 years old for men, with, historically, women allowed to claim earlier.

Three key takeaways for investors from the US mid-term elections

As was widely predicted, the Democrats took hold of the House of Representatives, the lower chamber of Congress, in the US mid-term elections. Meanwhile, the Republican Party has managed to retain control of the upper chamber, the Senate, increasing its majority.

Here, we run through the possible implications as far as investors are concerned.

Buy, Hold, Sell: Aberdeen New Dawn investment trust

Over the past decade, there has been a steady growth in interest in Asia Pacific-focused funds and trusts among retail investors. Aberdeen New Dawn, however, has been offering investors a route into the region for almost 30 years.

‘New Dawn has been running since the 1980s and had a presence in Asia since the early 1990s,’ says co-manager James Thom, who has been part of the team for the past eight years. ‘We have a well-resourced team on the ground in Asia – one of the better-resourced teams in the sector.’

UK profits reach record high; oil and mining lead the way

Pre-tax profits for UK companies grew by 13.7% in the third quarter of 2018, almost double the yearly growth rate for the same period last year, according to latest Profit Watch UK report.

Profit Watch, produced by The Share Centre, looks at the quarterly and interim results reported by the end of September 2018, for accounts closed by 30 June and for the UK’s largest 350 listed companies.

Markets start to recover – is the worst of the sell-off over?

After a grim October, markets around the world appear to have stablished this week, primarily on the back of growing optimism around the US/China trade dispute.

On Thursday (1 November), president Donald Trump tweeted that he had had a “very good conversation” on trade with Xi Jinping, the president of China, giving hope the trade war that has dogged markets this year may soon come to an end.