Some would say it all starts here. How the markets react to events can have a major impact on your investments, so on this channel we focus on the market experts to see how they see world economic developments changing stock prices.
Neil's View: the era of cheap and plentiful money is ending
After 15 years Neil Woodford is buying back into stocks like Lloyds Bank. We look at his thesis that rising rates, falling liquidity and slowing Chinese money supply growth mean a change in stock market leadership is on the cards.
Investment Trust Update | 25th August
In this Investment Trust Update we take a look at property focused launches in 2017, the impact of Brexit on the UK property sector, the best performing trusts with global mandates and the crash of Woodford’s first investment in the Woodford Patient Capital Investment Trust.
Neil Woodford: A summer in Perspective
At Woodford, We have always encouraged dialogue with our investors and understandably some have been in touch, not only to express their disappointment, but also to seek answers as to why the fund’s recent performance has suffered. In the following video, Neil explains events and what they mean for the fund’s strategy…
Investment Trust Update | 19th May 2017
Jupiter gets its Emerging And Frontier Income Trust up and running; Polar Capital Healthcare plans a revamp and we look at those directors who don’t have any shareholdings in their investment trusts.
Investment Trust Update | 22nd September
In this Investment Trust update, topics discussed include the launch of The People's Trust, German elections, the impact of Hurricane Harvey on Catco Reinsurance Opportunities and Finsbury Growth & Income Trust PLC adding Manchester United to their holdings.
Markets News: Woodford, Mobius and Buffett
Neil Woodford’s Income Focus Fund is now open for investors, as his CF Woodford Equity Income hits the £10bn mark. This news update looks at the stories hitting the headlines, Mark Mobius stepping down from Templeton funds, the jump in Warren Buffett’s income and the investment trusts making the FTSE 100.
Investment Trust Update | 6th October
In this Investment Trust update topics discussed include AIC investment company purchases, Witan Pacific's new manager line-up, Woodford's Patient Capital Trust, The People's Trust stock exchange and finally and interview with the trust's founder Daniel Godfrey.
Investment Trust Update | 23rd November
In this Investment Trust Update, is Jeremy Corbyn a threat to infrastructure trusts, and should we fear an impending tech bubble or is a boom on the horizon.
Investment Trust Update | 19th April 2017
In this Investment Trust Update for the 19th April, we take a look at the Mercantile Investment Trust, JP Morgan's Garret Fish's new investment approach, Jupiter Asset Management's new fund and the June merger of Columbia Threadneedle and Henderson Global Investors.
Investment Trust Update | 8th September
In this bulletin, is a bitcoin bubble brewing, the Scottish Investment Trust goes to A J Bell and is property a good hedge against Brexit?
Investment Trust Update | 5th May 2017
As Aberdeen’s much anticipated £11bn merger looms, how are the ramifications of a weak sterling impacting the investment trust industry? This update examines what’s happening in the investment trust world after a good start to 2017 and looks at the UK’s first dedicated impact investment trust.
Investment Trust Update | 28th July
From the top 20 fastest growing trusts launched in the last 5 years to a bump in the road for the Aberdeen/Standard Life merger, we bring you all the latest news from the investment trust sector.
Investment Trust Update | 8th December
The winds have changes for CATCo Reinsurance, and could an Investment Trust be on the top of the Christmas list for children? Also discussed are the repercussions of a tax break reversal and investment trusts over the years.
Investment Trust Update | 20th October
In this Investment Trust Update, topics discussed include; the most cost effective platforms for investment trusts and a fundraising shortfall for the People's Trust. The most cost-effective platforms for investment companies
Man vs. Big Data | Book Club
From the perils of internet dating to marathon running and gambling, Stewart Cowley has been researching big data and what it means for us as individuals, for society and the economy. He came to the Asset TV studio to discuss his latest book, Man vs Big Data, and give his thoughts on everything from driverless cars and robo-advice to why conventional economic statistics are out of date. Man vs. Big Data
Oil Posts Best Week of the Year
WTI crude prices jumped 8.6% last week after inventories showed signs of falling.
Investment Trust Update | 11th August
In this bulletin, an oversubscribed social housing REIT and how has the retail distribution review changed the cost dynamic of closed end funds?
Markets News: Brexit exit, Fed rates and Apple
Has the ‘Brexit exit’ already begun? This update looks at the London based banks moving to Europe. With this exodus from bankers, should investors be concerned? This week’s news update looks at the asset management industry’s confidence in the PM, the worrying fallout in iPhone sales and the Fed’s dismissiveness of economic weakness.
Month in Focus: Macron, cyber breaches and political posturing
As we enter the six-month mark for 2017, Asset TV’s Jenny Hammond looks at what’s been leading the new agenda and what to consider moving forward. Topics this month include: Macron’s victory in the French elections, worldwide cyber breaches hitting NHS services across the UK and the outlook for markets in June.
Schroders 60 Seconds with Alex Tedder
Alex Tedder, Head and CIO of Global and US Equities, explains how Donald Trump's policies could affect global stockmarkets in 2017.
Month in Focus: Interest rates, financials and tax cuts
With experts predicting an imminent BoE rate rise, interest rates lead the conversations in October. This update looks at whether a rate rise fazes investors and who would be the main beneficiary from US tax cuts.