The stocks to avoid when inflation returns to the UK in the coming years are generally in the commodities sector, according to Nick Train, manager of the Lindsell Train Investment trust, which is the absolute best performing investment trust in the AIC Global sector over the past five years.
Latest from What Investment
Why income investors should continue to buy HSBC, Shell and BP for the dividend, by top fund manager
Whilst there are obvious question marks over the future prospects for oil giants BP and Shell, as well as banking group HSBC, investors should be confident that those companies will continue to be able to pay dividends at around the current levels in the coming years, according to Jeremy Thomas, manager of the Brummer Investment trust.
Mike Prentis, manager of the BlackRock Smaller Companies investment trust, which has returned 409 per cent over the past ten years, compared to 216 per cent for the average trust in the AIC UK Smaller Companies sector in the same time period, has revealed the two IPOs he has invested in recently.
The latest results from Royal Mail (LON: RMG) show profits of £740 million for the year to March 29, an increase of 6 per cent on the previous year, but Richard Hunter, head of equities at Hargreaves Lansdown, believes that the shares are a sell in the current climate.
A recent visit to the Chelsea Flower Show has caused me to ponder upon the question of how a garden can play a part in enhancing the value of a property.
David Hall, managing director of YFM Equity Partners, which runs the top performing British Smaller Companies VCTs (Venture Capital Trust), which currently have yields of above 7 per cent, has revealed to What Investment that the funds are focused on manufacturing companies in the north of England
Thomas Moore, manager of the £873 million Standard Life UK Equity Income Unconstrained fund, has revealed the two new stocks he is investing in this month as he searches for value amidst the profound volatility currently shadowing the UK market.
Mark Barnett, who succeeded Neil Woodford as manager of the £12 billion Invesco Perpetual High Income and £6 billion Income fund, has revealed that he has been buying one new FTSE 100 stock recently as he believes it has been hugely undervalued by the market.
Recently the discussion around the respective merits of online vs. traditional agents has heated up again, with each claiming to offer more value than the other.
The announcement this morning that the UK entered deflation for the first time in 55 years in April should not concern investors, according to Azad Zagana, senior European economist at Schroders.
Back in June last year, given heightened geopolitical risk resulting from Russia’s annexation of Crimea, energy analysts were gleefully predicting a rise to $140/barrel. Five months later, the oil price had more than halved. At the turn of the year, when oil prices plunged below $50, we were warned to expect more of the same as we moved into the second quarter and the refinery turnaround season. In April, Brent Crude, the global oil price benchmark, rose 21%.
Alex Wright, manager of the Fidelity Special Values Investment Trust, and the Fidelity Special Situations fund, has disclosed that he feels now is the time for UK equity investors to turn there attention to the small cap end of the market.
Buying and selling property can be a headache and many sellers find that they do not achieve the asking price they initially wanted. Property booms and crashes can be blamed for this in part, but is it simply the case that sellers are overpricing their properties?
Simon Edelsten, manager of the high performing Artemis Global Select fund, has disclosed that he has been increasing his exposure to a handful of Eurozone stocks as a result of the torrents of cash hitting that economy as a result of the quantitative easing policies of the European Central Bank (ECB).
Manager of £1 billion property fund vows: Now is the time to 'take cash off the table' in London property market
Richard Kirby, manager of the £1.28 billion F&C Commercial Property Trust, which has returned 83 per cent since launch in 2005, compared to 28 per cent for the average trust in the AIC UK Property direct sector over the same time period, has outlined the reasons why he has been selling a number of the trust’s investments in London in recent months.
Christine Johnson, fixed income director at Old Mutual Global Investors, has told What Investment that the recent turbulence in the bond markets means that investors should steer clear of developed market sovereign bonds, but she doesn’t believe that the current volatility is a prelude to a deeper crisis.