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Latest - Income Zone

  • Questioning gilts safe haven status

    10 June 2017

    Textbook portfolio construction theory suggests that long-dated bonds, particularly sovereign bonds from the large developed economies, are the archetypal safe haven and diversifier of equity risk. As multi asset investors, this is an important consideration. Equity risk is generally the largest risk we face, and so diversifying it is central to our focus on...

  • How might the General Election affect our pensions, tax and investments?

    5 June 2017

    Rachel Vahey, product technical manager, Nucleus looks at the manifestos of the main political parties and what they are saying around pensions, tax, savings and investments.  In the crucial run in to the General Election, most of the major parties have now published their manifestos, giving us vital information on how the savings and investment...

  • Woodford publishes full portfolio of Income Focus Fund

    17 May 2017

    Woodford Investment Management has published the entire portfolio of its third fund, the CF Woodford Income Focus Fund, launched in April this year.  The investment manager said that in the interests of transparency and clarity for its investors, full disclosure of the CF Woodford Income Focus Fund’s portfolio will be provided online on a...

  • Where we’re finding income

    4 May 2017

    Richard Philbin, chief investment officer at Wellian Investment Solutions, continues his series of investment articles. This piece focusses on the key issue of finding sustainable sources of income for clients. With the price of equities continuing to rise and bond yields remaining at historic low levels, coupled with the uncertain global outlook and the “risk...

  • AIC flags 50-year ‘dividend heroes’

    22 March 2017

    The trade body highlights three investment companies that have increased dividends for 50 consecutive years and 17 investment companies that have done so for 20 years or more. Three investment companies have reached the impressive milestone of 50 years of consecutive dividend increases, according to the Association of Investment Companies (AIC) as it released...

  • Inflation at 2.3% – time for cash savers to take more risk

    21 March 2017

    Russ Mould, investment director at AJ Bell looks at the impact of CPI hitting 2.3%. Inflation exceeded the Bank of England’s 2% target for the first time since November 2013 with both CPI and the new CPIH measures hitting 2.3% in February. CPIH, which includes owner occupier housing costs, is now at its highest level since September...

  • Key facts from the Spring Budget 2017

    8 March 2017

    Highlights from Philip Hammond’s Spring Budget speech. The Chancellor Philip Hammond commended his Budget to the House of Commons as one providing a strong and stable platform for Brexit negotiations, underpinning the “continuing resilience of the UK economy” with growth expected to be higher and borrowing lower than forecast in November and “making Britain...

  • Bond yields react to economic optimism v political pessimism

    28 February 2017

    Bryn Jones, manager of the Rathbone Strategic Bond Fund, assesses the divergent views on the current political and economic situations and how they are affecting bond spreads Better-than-expected UK GDP growth, as well as higher anticipated inflation has helped drive gilt yields higher during the past few months. UK growth was revised up to 2% for 2016, making...