Investment Trust Update | October 2019
There are personnel changes at Jupiter UK Growth Trust & Stewart Investors, we speak to Simon Elliott from Winterflood & how is JP Morgan’s recently floated investment trust trading? All this and more in this bulletin.
Craig Lazzara, S&P DJI | Growth of Markets Since Apollo 11
If you put $1,000 in stocks when Apollo launched, what's it worth today? We find out that, as well as the shift from undiversified amateurs to professional investors.
Will the US’ $22 trillion debt become a major burden?
The short-term outlook appears to be positive for the US with Brian Moynihan, CEO of Bank of America Merrill Lynch, saying they are looking at GDP growth of 2.5% this year. With such a large debt however, there are potential clouds on the horizon in the long-term.
Ramaphosa’s growth plan
South Africa is open for investment and business following a tough decade. Find out what else the South African President had to say on the outlook for economic investing on day four of the World Economic Forum.
China's take on Trump trade war
Is China’s growth slowdown just a more sustainable level? This update from the World Economic Forum in Davos looks at China’s global role and its view on the US trade tensions.
Artemis: Outlook for US equities
Cormac Weldon, head of US equities at Artemis, gives his outlook for 2019. Growth in the US economy and in earnings is still expected to be robust. But higher interest rates and trade tariffs pose considerable risks. Cormac and his team are focussing on companies that can thrive independently of the economic cycle.
Investment Trust Update | 30th November 2018
A trio of big name investment trusts underperformed their benchmark, and SDCL are raising funds of £150m via an IPO. These and other topics are discussed in this investment trust update.
Investment insight | Hargreaves Lansdown
As the UK heads towards Brexit what is the best strategy to keep your investment portfolio in good shape? Richard Troue, head of investment analysis at Hargreaves Lansdown, gives his three top tips for the months and years ahead.
Bonds in a Day | Book Club
After 28 years in the fixed income markets, Stewart Cowley has put down on paper how fund managers do their day job. He came into the Asset TV studio to talk through his latest book, Bonds In A Day. It covers the maths behind fixed income, how to create the calculations on Excel and looks at what happens when the calculations go wrong (the French Revolution is a case in point). To order a copy of Bonds In A Day click on the link below https://www.harriman-house.com/bondsinaday
Income | Investment Trust Outlook
Are equity markets expensive and if so what should fund managers be doing with your money? On the panel to discuss in this Investment Trust Outlook are: Tony Foster, Manager, Diversified Income and Growth Trust, Aberdeen Standard Investments Cristina Dondiuc, Associate Investment Director, Fidelity International Ciaran Mallon, UK Equities Fund Manager, Invesco Perpetual Learning outcomes: How fund managers are reacting to current valuations in developed equity markets How fund managers are factoring in political risks: from trade wars to the results of Italy's election Outlook from inflation and its influence on stock selection in portfolios
Investment Trust Update | 20th April 2018
In this Investment Trust bulletin, M&L shy away from Facebook off the back of regulation fears, and at a time when pessimism towards UK equities is entrenched, are investors overlooking the diversity and resilience in mid-cap companies. Schroders - Is the FTSE 250 overlooked and misunderstood?
What's Driving Passive Growth in South Africa?
What’s driving the growing adoption of passive strategies in South Africa? Nerina Visser of ETFSA and S&P DJI’s Zack Bezuidenhoudt consider the market landscape and what SPIVA® can tell us about the performance of active managers and passive funds in the local South African market.