View of the Day

How to build a disruption-proof portfolio

For some time, the most important task facing many CEOs has been to ensure their businesses are benefitting from, rather than being disintermediated by, the digital economy.

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UK housebuilders: value or value trap?

Investors have enjoyed stellar returns from the UK housebuilding sector over the past decade.

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Why Tech-Sector Volatility Doesn’t Worry Us

We’ve seen a recent selloff in the US technology sector as some companies in the space have faced near-term challenges and negative press. But as long-term investors, we are not deterred.

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How investors can make the most of AI

The broad technology sector has delivered impressive returns over the last few years, with many of the largest software service providers leading performance.

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E-commerce surge proving UK property has life after Brexit

Many market participants have been ringing the death knell for the UK property sector over the past two years, with fears Brexit and the return of robust inflation will signal the end of the property boom.

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Trade talk may rattle markets, but negativity can provide opportunities

Global trade tensions have boiled to the surface in recent weeks after President Trump announced

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What do bonds actually do in portfolios?

After a bull market that’s lasted for 35 years, some investors now plan to sell all their bond holdings because they fear that rising interest rates will see bonds record large losses.

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The Grand National or Investing?

It’s estimated that a quarter of UK adults bet on the Grand National. Meanwhile, not too dissimilar numbers – 22 per cent of women and 29 per cent of men, according to Boring Money – think of investing as a form of gambling.

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High yield bonds are often considered risky, so where's the fizz?

‘So, where’s the fizz?’ asked a colleague recently as we discussed conditions in the global high yield bond market.

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