March 2019
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Latest - INVESTMENT ZONE

  • AJ Bell passes on passive fund cost savings to investors

    20 January 2019

    AJ Bell has reduced the annual charges on three of its passive multi-asset funds, by up to 20%, as part of its commitment to passing on cost efficiencies as the funds grow in size. The AJ Bell passive funds were launched in March 2017 with an Ongoing Charges Figure (OCF) capped at 0.5%. Within this,...

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  • ESG screening is positively impacting portfolio performance

    20 January 2019

    Research by asset management group Amundi has shown that over the past four years environmental, social and governance (ESG) has been positively impacting sections of the market, with 2014 proving to be the turning point for socially responsible investing affecting stock prices.  The research was undertaken following growing demand for ESG investing from the...

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  • 2019 – why returns should be positive and the challenges ahead

    17 January 2019

    Following a turbulent start to the year on global financial markets, volatility will persist throughout 2019, reflecting uncertainty as the Fed tightens monetary policy – but current stockmarket valuations will generate positive returns for investors, according to Tom Elliott, deVere Group’s International Investment Strategist. Elliott says: “Was the fourth quarter sell-off a late cycle...

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  • VCTs provider activity increases

    16 January 2019

    Venture Capital Trusts are seeking investors as the tax year end approaches, with Albion Capital announcing fund raising and Ingenious launching a new vehicle. Investment manager Albion Capital is seeking to raise up to £36 million through top up offers for its six venture capital trusts. The six VCTs include Albion Venture Capital Trust...

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  • Brexit deal vote – where now and what effects on the market?

    16 January 2019

    Following the defeat of Theresa May’s Brexit Withdrawal Agreement in the House of Commons, Richard Larner, head of Research at Brooks Macdonald, provides a view on how Brexit may now play out and the potential effect on the markets As had widely been expected for some time, the Government’s Brexit Withdrawal Agreement was rejected...

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  • Fundsmith Equity most researched fund on FE Analytics

    14 January 2019

    Fundsmith Equity was the most researched fund in 2018 data from FE Analytics has revealed. FE said the fund “led the pack by some way this year”, being researched 45% more than the second most researched fund, the Woodford Equity Income. The £16bn Fundsmith fund was awarded the maximum five FE Crown rating when...

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  • Change in the Fed’s tone not to be taken lightly

    13 January 2019

    Investors should mark the recent change in the Fed’s tone when communicating the reduction of its balance sheet, says Anthony Rayner, manager of Miton’s multi asset fund range It would be wrong to say financial markets aren’t always made up of lots of moving parts but it’s also fair to say that the early post-GFC...

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  • Brexit deal or no deal – what effect on currencies and investments?

    10 January 2019

    Rathbone Multi-Asset Portfolio Funds manager David Coombs looks at what effect the various Brexit options may have in respect of currency moves and why those moves will be crucial to investment returns in early 2019. Checking out of our hotel in the Grenadines just before Christmas, my wife Tracey and I were offered to settle in...

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