Insights

The best performing Rated Funds in the first quarter of 2019

The bounce-back of Money Observer Rated Funds savaged at the end of last year has been remarkable, with 86 funds beating the MSCI World index benchmark.

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Pension Clinic: beware the £4,000 pension contribution trap

Many people have been caught out by changes to the rules around paying more into your pension after you have started taking money out.

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Contrarian Investor: Three trusts for value in an overvalued world

Few pockets of value remain for contrarians to exploit. David Liddell suggests three trusts that should prove resilient.

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What to review before and after April 2019 tax deadline

Jonathan Watts-Lay outlines top saving allowances to utilise before the end of the tax year.

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Mirror, mirror on the wall - who's the best fund manager of all?

There is a belief that people with psychopathic traits do well in the financial industry – but is this justified?

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Three bargains in the UK investment trust discount aisle

Bargain Hunter: On the whole investors continue to ignore their home market, but for those looking to increase exposure there are plenty of discount opportunities.  

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Private equity investing: three myths debunked

Andrew Lebus seeks to dispel myths and explain how investors can access private equity through an investment trust.

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‘I have got to beat free’: how I beat the index with my active bets

Fran Radano of North American Income trust on how he beats the index by taking active bets with a focus on cash flow.

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Murray International’s Bruce Stout: tech obsession will end badly for passive investors

The trust has raised its dividend in each of the last 15 years, but 2018 has not been easy. Bruce Stout talks predictions, FAANGs and trade wars.

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Little miracles: the large advantages of small companies

Chris Gannatti of WisdomTree Europe reviews the attractions of investing in smaller companies in the US, Japan, Europe and the emerging markets.

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UK employment total hits record high as wage growth slows

The number of people in work rose by 99,000 in the three months to March to 32.7 million, although wage growth fell.

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How to spot a financial bubble and why Tesla and bitcoin look vulnerable

Despite their frequency in the history of financial markets, investors are notoriously bad at spotting bubbles.

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Tactical Asset Allocator: lessons learnt from investing in ‘star’ economies

As we bid farewell to this portfolio, we reflect on the fortunes of a key theme in the portfolio and flag up macro risks that investors will need to keep an eye on.

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What’s worse than Brexit? Six bigger investment threats

There are other problems to keep investors awake at night besides our EU exit, explains David Prosser, who surveys the global risks landscape.

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