Bryn Jones, fixed income director at Rathbone Unit Trust Management, believes that investors who are eligible to buy the government's new pensioner bonds should do so, due to the tax-free yield.
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The latest results from banking giant Barclays (LON:BARC) announced this morning confirm that there should be a lot of ‘capital appreciation’ to come from the share price, according to Rob James, banking analyst at Old Mutual Global Investors.
The latest issuance of new shares by the two British Smaller Companies venture capital trusts (VCTs) should interest both income and growth-oriented investors, according to Jason Hollands, managing director at Bestinvest.
Richard Troue, head of investment analysis at Hargreaves Lansdown, has revealed the three income funds that he favours for private investors whose priority is income.
Investors in Lloyds Banking Group (LON:LLOY) can look forward to the company paying a dividend in 2015, according to Rob James, banking analyst at Old Mutual Global Investors.
Richard Hunter, head of equities at Hargreaves Lansdown, believes that the declining oil price, strife in Russia and the continued fall-out from the Gulf of Mexico oil spill mean that investors should be cautious on oil giant BP (LON:BP), despite the dividend.
SIPPs come in two types. There are full SIPPs, which allow you to invest in the wide range of assets permitted by the Treasury, from office buildings to stakes in private companies. Then there are platform SIPPs (also called lite SIPPs or low-cost SIPPs), which cover more traditional investments such as funds, shares, bonds and cash, and are offered by familiar names such as AJ Bell Youinvest, Fidelity and Hargreaves Lansdown.
George Godber, who has returned 25 per cent since April 2013 as manager of the Miton UK Value Opportunities fund, compared to just 9 per cent for the average manager in the IMA UK All Companies sector, has disclosed to What Investment that he has recently invested in supermarket group Morrisons (LON:MRW).
Harry Nimmo, whose £1.15 billion Standard Life Investments UK Smaller Companies fund has returned more than double the sector average since launch in 1997, has begun buying healthcare stocks while ditching a number of long-standing holdings.
The latest results from TSB (LON:TSB), the bank that floated in June, make the shares a worse investment now than at the time of their IPO, according to Old Mutual Global Investors banking analyst Rob James.
Investors are ‘still in the dark’ regarding the future direction of Tesco (LON:TSCO), and until that changes it is hard to conceive of a reason to invest in the stock, believes Richard Buxton, manager of the £1.4 billion Old Mutual UK Alpha fund.
Jamie Seaton, manager of the GVO UK Focus fund, which has returned 103 per cent in the past five years compared to 53 per cent for the average fund in the IMA UK All Companies sector, believes that investors should look to companies in the financial services sector to find value.
Mark Slater, whose MFM Slater Growth Fund is the absolute top performing fund out of 275 funds in the IMA UK All Companies sector over one and five years, has told What Investment that while he has made startling profits on Quindell (LON:QPP) shares, ‘in some ways I regret ever having made the investment'.
The announcement this morning that Tesco (LON:TSCO) has had to revise upwards its estimate of the level at which profits were overstated in previous years, coupled with the announcement of a steep fall in sales and profits, make Tesco shares a definite sell, according to Richard Hunter, head of equities at Hargreaves Lansdown.
Bruce Stout, manager of the £1.2 billion Murray International (LON:MYI) investment trust, believes that weaker than expected global economic data, disappointing corporate earnings and likely interest rate rises means that ‘the risks of tipping fragile economic recovery into recession loom large on the horizon'.