After three successful years of designing portfolios to produce a £10,000 annual income, we introduce new medium- and higher-risk line-ups, plus one for investors seeking to avoid the UK.
For UK investors, the volatility in the sterling/dollar exchange rate is a major concern. With this in mind, Ceri Jones has hedged the S&P 500 dollar exposure.
Returns from value investing have lagged like-for-like returns from growth investing over the past decade. Tom Bailey considers whether targeting value is just grasping at straws.
The days when portfolios could be protected by increasing their weighting to bonds are gone. Tom Bailey reviews today’s options.
A new breed of ESG ETFs just uses negative screens to exclude ‘bad’ companies, rather than targeting those with positive ESG characterisitcs.
Commodities may be set to surge if worries about slowing economic growth subside and the oil glut is addressed.
A total of five fund managers have produced returns of over 1,000% during their 20 or more years in charge.
Purchases of investment trusts in 2018, however, did fall slightly below previous levels.
The blue chip index is currently on a price to earnings (p/e) ratio of 12.5 times with a dividend yield of 4.7%.
We identify the most promising asset classes, regions and sectors for income-seeking investors in the year ahead.
While bonds are still expensive, they can no longer be ignored as they are starting to influence equity markets, writes Liontrust’s Phil Milburn.
Top buying motivations was the urge to “get rich quick” and FOMO – “fear of missing out”.
Open-ended property funds have barred investors from accessing their cash in the past and will likely do so again in the event of a no-deal Brexit.