Opinion

Budget 2018: It is time to axe the tax on investment success

Editor's comment: The Lifetime Allowance is a tax on prudence and investment success, and it is high time it was done away with.

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Smithson investment trust: like father, like son?

On the eve of the launch of Smithson investment trust, Fundsmith founder Terry Smith tells Andrew Pitts about unearthed opportunities.

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Steve Webb: civil partnerships for all will help survivors’ rights

Pension Clinic explores how civil partnerships for opposite-sex couples could remove grey areas around occupational schemes.

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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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How to minimise tax at retirement

With careful planning, it’s possible to pay little or no tax when you come to retire. Jonathan Watts-Lay outlines three examples to show you how.

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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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Bargain Hunter: equity income investment trust on rare double digit discount

A few years of poor performance has put this respected equity income investment trust on a double digit discount. The trust, however, may soon turn a corner. 

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Waste not, want not: investing in the circular economy

From US carpet firm Mohawk to retail giant Tesco, companies are finding innovative solutions in the war on waste.

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Fund in focus: Baillie Gifford Shin Nippon looks to disruptive shares for big returns

Bottom-up research is the key to the Japan trust’s stellar returns. Manager Praveen Kumar explains why he focuses on entrepreneurial risk-takers.

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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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How to prepare for the next taper tantrum

Matthew Yeates at Seven Investment Management outlines the most attractive alternative asset opportunities offering protection against the risk of further bond and equity volatility.

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

Whether the US economy will see further fiscal expansion is unclear, while US/China trade tensions are unlikely to cool off. 

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US stock market hands back 2018 gains

The story behind the sell-off will be familiar to anyone who’s followed the market’s previous sharp sell-offs this year.

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Emerging markets: is the worst of the storm over?

A strong dollar and the US/China trade war has weighed heavily on emerging markets – when will these pressures let up?

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Three UK property sectors to avoid as Brexit bites

Rogier Quirijns signposts areas investors should steer clear of and highlights where opportunities can be found.

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The world's top 10 dividend-paying companies

Global dividend payments reached a record high in the third quarter of 2018, but which individual shares paid the most?

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Tactical Asset Allocator: opportunities for dip buyers after October sell-off

The reversal of the sudden technology stock slide that sank stock markets in early October should help revive equity and bond values.

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The best way to invest in Asian smaller companies

Investors can capture rewards by investing in Asia’s smaller companies. But focusing on company growth is not enough for equity investors in this space to make the best returns.

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With markets looking shaky, here are alternative income options to consider

With many income investors overexposed to equities, we round up a range of ways to diversify your portfolio.

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With markets taking a dive, should passive investors reconsider?

Passive funds have done well during years of buoyancy, but Tom Bailey asks whether investors need smarter strategies for a more volatile future.

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How to profit from the electric car boom

Revolutionary progress in the electric vehicle market is driving a surge in demand for advanced car batteries and related commodities.

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Gloomy on prospects of global economy, investors pile into US equities

Net 24 per cent of professional investors surveyed expect global growth to slow in the next year – the worst outlook for the global economy given since 2011.

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Fund experts are rolling back on risk to combat returning market volatility

Our five experts reveal a new, increased and trimmed fund holding in light of greater market turbulence.

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Fund experts are rolling back on risk to combat returning market volatility

Our five experts reveal a new, increased and trimmed fund holding in light of greater market turbulence.

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How to mix and match ETFs with a ‘style’ bias

Monika Dutt explains how new ETFs weighted to combinations of factors such as value and size are delivering strong results.

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US stock market hands back 2018 gains

The story behind the sell-off will be familiar to anyone who’s followed the market’s previous sharp sell-offs this year.

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Diversification in investing: the old rules no longer apply

A diversified portfolio was once a straightforward way for investors to respond to escalating market uncertainty, but not any more. We outline the new rules.

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Emerging market bond funds: are higher yields worth the extra risk?

Returns from bond funds outside developed markets stand out, but as the crisis in Argentina has shown, setbacks can be savage.

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Gold price slump attracts investors

A fall in precious metal prices is presenting a buying opportunity

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Has Brexit scuppered your dreams of retiring abroad in sunnier climes?

For millions of Britons, buying property overseas, typically in warmer parts of Europe, has been a longstanding dream.

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Winners of the monthly money investment trust awards

These awards focus on trusts that have best rewarded investors contributing monthly over five years – long enough to iron out the up and downs in a trust’s share price compared with its net asset value. 

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Saltydog: US tech stocks: time to be more discerning?

There is still momentum in American technology stocks but, as Douglas Chadwick points out, the Facebook, Apple, Amazon, Netflix and Alphabet’s Google (FAANG) stocks are probably the wrong place to be.

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Find out whether you will outlive your pension pot

A heatmap by Royal London sheds light on the sustainability of different withdrawal rates over different time periods.

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Prudent Parent: Build a ‘rainy day baby’ fund for parental leave

I built a ‘rainy day baby’ fund to take three months off with my son during the summer. 

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November 2018: what are the best savings account rates?

Average rates are rising across the board for first time in seven years

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Five less well-known ways to cut your tax bill

As part of Talk Money Week, we run through five less well-known tax tricks that are underutilised.

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Five less well-known ways to cut your tax bill

As part of Talk Money Week, we run through five less well-known tax tricks that are underutilised.

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Tax

Five less well-known ways to cut your tax bill

As part of Talk Money Week, we run through five less well-known tax tricks that are underutilised.

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Controversial call for state pension to be means-tested

Will means-testing the state pension make the system fairer and more affordable?

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UK house prices drop by £5,000, with former hotspots in the South suffering

In November, UK house prices fell by more than £5,000, with sharp falls in the South as sellers lowered their asking price aspirations, according to Rightmove.

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How to invest in the stock market: a beginner’s guide

Investing in the stock market can appear daunting to a beginner, but equities beat cash and bonds over most medium and long-term periods.

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30-year pension plan: how to improve the odds of retiring early

Five years ago pension auto-enrolment was introduced. Employees and their employers are both now obliged to pay a sum corresponding to a small percentage of the employee’s income into a workplace pension.

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How to spot and avoid consistently awful funds

Whether it is in the context of the weekly shop or a car purchase, ‘value for money’ is a idea firmly embedded in consumers’ mindsets.

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Isa rules: Everything you need to know

As the 2017/18 Isa season cranks up, investors are faced with more choices than ever - and more opportunity to protect gains and income from the taxman.

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How to invest in the stock market: a beginner’s guide

Investing in the stock market can appear daunting to a beginner, but equities beat cash and bonds over most medium and long-term periods.

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How should investors play the oil rally?

Unless global growth tails off or US shale production ramps up and floods the market, oil prices should stay strong

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11 investment terms broken down and explained

Jargon Buster: We run through 11 key investment terms that you need to know.

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