Realistically, none of us can predict the future with total confidence. But after
the unexpected political shocks that defined 2016 and perhaps knocked the
confidence of some experts, the new year felt framed with a similar feel of not
knowing what’s coming next.
It’s a frequent mantra that markets do not like uncertainty. So not many would
have expected that 2017 turned out to be a largely positive – and in some cases
a record-breaking – year for many markets around the world.
Would you like that in small, medium or large? - Neil Hermon, Director of UK Equities for Janus Henderson Investors
looks at the reasons small can be mighty, comparing the historical
track record of the UK’s smaller companies to their FTSE 100 peers
and delving into the theory behind their relative outperformance.
Weathering the storm: 10 years on - The decade since the credit crunch and Northern Rock collapse has
offered at least one vital lesson for investors, although perhaps not
the one some might have anticipated. Alliance Trust Savings’ James
McCafferty takes a closer look at why it’s worth keeping your eye
on the long-term prize.
A different view of UK companies - Alex Wright, Portfolio Manager of Fidelity Special Values PLC
advocates a disciplined approach to contrarian investing, reflecting
on what we can learn from the past when it comes to investing
against the tide of personal opinion.
Following the rules: why it pays to invest in
regulation-laden financials - Far from seeing regulation in a negative light, Standard Life Equity Income Trust PLC saw its potential to improve the overall health of the EU insurance sector. Experience is now beginning to bear out what was at the time a contrarian view. Thomas Moore explains the Trust’s approach.
The Merchants Trust: looking back in time in order
to invest for the future - Simon Gergel, Portfolio Manager of Merchants Trust PLC agrees that the benefit of hindsight can help us to appreciate and fathom past market trends, but argues this is no substitute for an investment strategy focused on identifying solid businesses with good prospects for growth.
Is your multi-asset fund built to manage risk? - Data shows that volatility risk in equity markets is at a 25-year low but Mike Brooks, Head of Diversified Multi-Asset at Aberdeen Asset Managers believes anyone who relies on this does so at their peril. Making sure your fund is well diversified remains key, and he explains how.
- Positive outlook for US economy - Donald Trump’s election sent shockwaves across the globe. Yet looking at US economic data, investor and business confidence are the highest the country has seen since the turn of the century. One reason Blackrock remains bullish on the US for those seeking longterm income and growth.
- Going for rental growth - Will Fulton of UK Commercial Property Trust Limited explains why
his experience and view of property market trends has seen him reposition the Trust’s assets away from retail premises towards
industrial and logistics warehouse property.
- Brexit uncertainty drives UK domestic discounts - By historic standards, Sterling assets are now heavily discounted. Mark Barnett, Head of UK Equities at Invesco Perpetual explains why he believes sustained uncertainty around Brexit has created investment opportunities within more UK domestically exposed sectors.
- Why diversify? - A number of the world’s leading stock markets hit new highs in 2017. But what if things had been different? Alliance Trust Savings’ Sara Wilson looks at the historical case for diversification, and how it can help protect your portfolio from whatever the market may bring.
- Dependable dividends - Studying dividend performance over the long term has helped
Scottish American Investment Company co-managers, James Dow and Toby Ross, to identify the characteristics of businesses that are
best placed to offer dependability of dividends. They explain how.
Please remember the value of your
investments and any income from
them can go down as well as up and
you may get back less than the
amount you originally invested.
All investments carry an element of
risk which may differ significantly. If
you are unsure as to the suitability
of any particular investment or
product, you should seek
professional financial advice.