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 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.
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.
Month in focus: Woodford and the financial crisis anniversary
As we hit the 10-year anniversary of the financial crisis, how can a repeat of history be avoided and what have investors learnt? September headlines were dominated by Woodford as he navigated a challenging summer, as well as the ‘hawkish’ Fed’s shrinking balance sheet and the murky world of rogue trading.
Markets News: UK inflation, IMF's warning and bank concerns
There was a surprise in UK inflation and a warning for China; are there growing signs of an economic slowdown? This update talks about central banks' bonds and ends with an interview with John Redwood, Chief Strategist for Charles Stanley, discussing Brexit negotiations and the outlook for UK investing.
Markets News: trade war action and the price of Brexit
As Moody’s warns of a worsening trading environment in the UK, is the economic damage to the UK a price worth paying for Brexit? This update looks at the YouGov poll on Brexit consequences and the first major action in the trade war between the US and China.
Month in focus: Brexit, Trump and emerging markets
Brexit negotiations and Trump's inability to pass legislation have both triggered uncharacteristically high levels of volatility for this time of year. This update looks at how the experts are approaching the uncertainty in markets.
Markets News: US earnings, Bank CEO salaries & Europe
From rallies in oil to earnings reports from US tech giants Alphabet, Amazon and Facebook, this update looks at the market news. Five years after Draghi’s ‘whatever it takes’ speech, is the cyclical recovery hiding underlying structural issues? Andrea Iannelli says policy makers shouldn’t lower their guard yet.
Markets news: Brexit halt, weakened dollar and falling inflation
This week there was a call to halt Brexit from Article 50 draftsman John Kerr, as Brexit’s disastrous consequences become more apparent. Asset TV talks to Manulife economist Megan Greene about Brexit negotiations, low inflation and the White House’s inability to pass legislation.
Month in focus: Brexit, Woodford and elections
June was dominated by politics with the UK elections and the beginning of Brexit negotiations. This update looks at Woodford’s view of Brexit, Schroders’ take on the election results and whether there’s a possibility of another UK election.
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.
Markets News: Macron win, oil capitulation and markets mispriced?
No matter the outcome of Trumponomics or Brexit negotiations, the major factors that define global financial markets are changing, and markets haven’t priced it in. This news update looks at the Macron victory, wealth jumps post-Brexit boom, job losses from the Aberdeen merger and the capitulation of oil prices. After Trump fired his FBI chief, fuelling political uncertainty, is more political instability on the horizon?