Investment Trust Update | 12th April 2019
In this bulletin, a tool box for income investors, Brexit blamed for lack of IPOs, and alternative asset trusts performed strongly in Q1, reflecting investors’ greater appetite for risk. AIC - Face to face training
Investment Trust Update | 8th March 2019
In this bulletin, Schroders' Tokyo manager set to retire, the FCA admits KIDs ‘mislead’ public on returns & costs and liquidity in investment trust shares seem to be falling. FCA - PRIIPs Call for Input Feedback Statement
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
Investment Trust Update | 21st September 2018
With Brexit looming and discounts widening, how is property holding up? This update looks at emerging market guru Mark Mobius setting his sights on £200m for the Mobius Investment Trust before it floats in October and why European funds have fallen out of favour while global funds’ popularity peaks.
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 | 29th June 2018
In this week's update, we look at the rise in income from Investment Trusts and a boost for Woodford's Patient Capital.
High Income: Positioned for rising inflation...
With US unemployment at record lows, inflation looks set to return. Alex Ralph, manager of the Artemis High Income Fund, discusses the implications.
Will tax be more taxing for Scotland?
The Scottish government announced in December income tax changes that will see higher earners pay more than elsewhere in the UK - and lower earners pay less. Now the dust has settled, Tom Selby senior analyst for AJ Bell discusses how convoluted these changes are and if they will even make a noticeable impact?
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?
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.