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Latest - INVESTMENT ZONE

  • Neil Woodford, regression to the mean, and learning from the past

    19 August 2019

    To what extent is investment success a factor of randomness and investors’ susceptibility to being fooled by it? Colum Wilde, founder and CEO of CleverAdviser, ponders the question in relation to Neil Woodford’s funds  “The markets can remain irrational longer than you can remain solvent,” proclaimed the great economist John Maynard Keynes. Maybe the...

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  • Property tax – how to tackle it

    18 August 2019

    With numerous property tax changes already in place (and more due in 2020/21), there are a number of opportunities for adviser firms to help clients, says Zurich wealth specialist Andy Woollen. Whenever I ask a roomful of advisers if any of their clients are landlords or own second properties – and I often do...

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  • Three-year track record: Baillie Gifford Japanese Income Growth

    14 August 2019

    In her monthly column for Professional Paraplanner, Juliet Schooling Latter, research director, FundCalibre, looks at funds that have just passed or are approaching their three-year track record. This month she turns her attention to Japan and the Baillie Gifford Japanese Income Growth I’m reliably informed that the Rugby World Cup begins this month in Japan. When I...

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  • Contrarian take on electric cars: Honda vs Tesla

    13 August 2019

    Ben Preston, manager of the Orbis Global Equity fund, looks to the future and says as an investor he is not following the electric vehicles trend, as yet When you look at electric car chargers, it feels like looking into the future. A world of zero emissions and clean energy, where the combustion engine...

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  • 3bn ploughed into ethical funds in a year

    12 August 2019

    Younger generations are leading the growth in assets of ethical funds as numbers show responsible investing does not mean sacrifice of performance Research by AJ Bell shows that over the past year almost £3bn of money has been invested into ethical funds. Part of the growth in interest in greener portfolios, the firm says,...

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  • Beware distortion of facts in a world of post-truth populism

    8 August 2019

    Markets have been driven by the belief there is no such thing as bad news, as end users choose to focus on what suits them best, says Anthony Rayner, manager of Miton’s multi asset fund range We’re not the first to observe the rise of post-truth populism and how public opinion is increasingly shaped...

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  • Calls for new Chancellor to tackle overabundance of ISAs

    6 August 2019

    AJ Bell and Quilter are two firms calling on the new Chancellor of the Exchequer Sajid Javid to address the confusing number of ISAs in the market, in order to make things simpler for consumers. Andy Bell has written to Sajid Javid, the new Chancellor, calling on him to radically simplify the rules around...

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  • Resilient UK small-caps cannot be ignored

    6 August 2019

    Data shows that investor exodus from small cap equities in the post Financial Crisis has been a mistake, says Darius McDermott, managing director, FundCalibre. UK equities have been unloved for almost a decade: the IA UK All Companies sector has been the worst selling asset class among retail investors in eight of the past...

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