While the long-term capacity of the central bank policy known as QE to deliver sustained improvements to the economies in which it is deployed is debatable, the instigation by the European Central Bank (ECB) of its own QE programme should be beneficial for Eurozone equities, according to Laith Khalaf, senior analyst at Hargreaves Lansdown.
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Mark Wharrier, co-manager of the BlackRock UK Income fund, which is the sixth best performing out of 87 funds in the IA UK Equity Income sector over the past 12 months, has disclosed the three stocks that he favours for UK income investors in the current climate.
Whilst UK equity investors have experienced a tumultuous start to 2015, the fall in the oil price will lead to improved prospects for developed equity markets in the coming year, according to a host of top performing fund managers.
John Ventre, manager of more than £2 billion of assets at Old Mutual Global Investors, believes that while there is rapid change occurring within emerging markets, China could be the world’s best investment in the coming years.
The media is currently rife with reports of a dramatic increase in the demand for rental properties, making it the perfect time for first-time investors to get involved in property for buy-to-let purposes. It is important however to get the process running smoothly by planning ahead, and investors should consider some of the key points below before committing themselves.
Ruffer Investment Trust: The best way for investors to protect themselves from deflation in the year ahead
While there are ‘considerable’ deflationary pressures in the global economy at present, the continuing policy actions of central banks are likely to minimise the chances of actual deflation taking hold, according to Hamish Baillie, investment director of the £309 million Ruffer Investment Trust (LON:RICA).
The vast majority (93 per cent) of structured products that matured in 2014 returned a profit, with only 1 per cent losing money for investors, according to research from CompareStructuredProducts.com.
High-profile UK smaller companies investor Gervais Williams, whose Diverse Income investment trust has returned 77 per cent compared with 50 per cent for the average fund in the AIC UK Equity Income sector since 2011, has revealed the UK smaller companies he is investing in for income in the current climate.
Bill Nixon, senior partner at Maven Capital and manager of the Maven VCTs, has disclosed to What Investment that he has been seeking opportunities to invest the capital raised by the VCTs in areas outside London and the South East, as he feels that there is much more value to be had in the north of the UK.
Income investors should not be concerned about the ability of oil giant Royal Dutch Shell (LON:RDSA) to continue to pay a dividend amid the carnage of the tumbling oil price, according to Chris White, head of equities at Premier Asset Management.
Investors interested in new pensioner bonds 'should act fast', as they are 'likely to sell like hot cakes'
It would be ‘highly surprising’ if the new National Savings and Investments pensioner bonds are still available by the start of the new tax year in April, so investors should ‘act fast’, agree a pair of prominent investment advisers.
The Asian region tends to get lumped together by equity investors, but investors could benefit from taking a more discriminating approach, writes Josh Crabb, head of Asian equities at Old Mutual Global Investors.
The share price of banking group HSBC (LON:HSBA) has been ‘trickling downwards’ all year, but investors should stick with the company, according to Richard Buxton, manager of the £1.6 billion Old Mutual UK Alpha Equity fund.
Gary Potter, co-manager of the £1 billion F&C Multi-Manager Distribution Income fund, which invests in other open-ended funds, has revealed the four UK equity income funds he is investing in this year.
The announcement this morning from the Office for National Statistics (ONS) that the rate of CPI inflation fell to 0.5 per cent in December, down from 1 per cent the previous month, may mean that the UK is on the cusp of deflation, but the impact for the economy should be positive, according to Azad Zangana, senior European economist at Schroders.
Colin Morton, manager of the Franklin Templeton UK Equity Income fund, which has returned 7 per cent over the past year compared with 2 per cent for the average fund in the IA UK Equity Income sector over the same period, has outlined the stocks and sectors that he believes should be the focus for UK income investors in the current climate.