Latest from What Investment

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When to sell an underperforming fund manager

When to sell an underperforming fund manager

Magazine | From the Magazine | 30 Sep 2014

There isn’t a fund manager alive, from Anthony Bolton to Neil Woodford, who hasn’t suffered a period of relative underperformance. But many have a remarkable ability to bounce back.

Rathbones: Investors in Eros retail bond should be cautious on cash flow concerns

Rathbones: Investors in Eros retail bond should be cautious on cash flow concerns

News | Banking & savings | 30 Sep 2014

Investors considering placing some cash in the Eros International retail bond offering should be concerned about the company's ability to maintain a healthy cash flow in the coming years, according to Noelle Cazalis, credit analyst at Rathbone Unit Trust Management.

George Osborne's pension promises are 'extremely good news', but reduce appeal of annuities

George Osborne's pension promises are 'extremely good news', but reduce appeal of annuities

News | Pensions | 29 Sep 2014

A proposal from chancellor George Osborne to scrap the hefty 55 per cent tax on an unused pension has been welcomed by pensions experts.

Nick Train: BP and other big oil stocks aren't good investments for the 21st century

Nick Train: BP and other big oil stocks aren't good investments for the 21st century

News | Funds | 26 Sep 2014

Nick Train, manager of the Finsbury Growth and Income trust (LON:FGT) which has returned a gain of 515 per cent since 1995, has told What Investment that he does not regard major oil stocks as good long-term investments. 

Star property fund manager Richard Kirby: Why I'm not looking to put more cash into central London property right now

Star property fund manager Richard Kirby: Why I'm not looking to put more cash into central London property right now

News | Funds | 25 Sep 2014

Richard Kirby, whose £1.1 billion F&C Commercial Property Trust has returned 61 per cent since launch in 2005, told What Investment this morning, ‘At the present time, I am not looking to allocate any more capital to prime central London property.’ 

JP Morgan: positive election news already 'priced in' to Brazilian equities

JP Morgan: positive election news already 'priced in' to Brazilian equities

News | Markets | 25 Sep 2014

Sophie Bosch de Hood, manager of the JP Morgan Brazil investment trust, told What Investment that the recent rally in Brazilian equities means that the stock market is now ‘priced for change’, regardless of whether October’s general election produces a result that the market will actually like. 

Four structured products for a balanced portfolio

Four structured products for a balanced portfolio

Opinion | Comment & Analysis | 24 Sep 2014

Structured products are often considered in isolation as a complement to a portfolio, but they can be combined to produce attractive returns whether markets go up, down or sideways.

Royal Mail shares are 'too cheap' says star income fund manager

Royal Mail shares are 'too cheap' says star income fund manager

News | Shares & trading | 24 Sep 2014

Francis Brooke, high-performing manager of the £1.75 billion Trojan Income fund, has started to ‘build a holding’ in Royal Mail (LON:RMG) as he feels that the shares are ‘too cheap’. 

Retirement home fund aims to maintain 6% dividend

Retirement home fund aims to maintain 6% dividend

News | Funds | 24 Sep 2014

Target Healthcare (LON:THRL), a real estate investment trust that invests solely in care homes in Britain, intends to maintain its current yield of 6 per cent as it issues new shares on the London market and buys more properties, according to Kenneth MacKenzie, managing partner of the fund. 

Tesco shares may be cheap, but we're still not buying, say top fund managers

Tesco shares may be cheap, but we're still not buying, say top fund managers

News | Shares & trading | 24 Sep 2014

A pair of leading fund managers, who manage a combined total of £2.6 billion for private investors, intend to shun Tesco (LON:TSCO) despite the recent price falls that have engulfed the stock.

Richard Buxton: Sterling is likely to weaken further in the coming months

Richard Buxton: Sterling is likely to weaken further in the coming months

News | Markets | 23 Sep 2014

Sterling is likely to continue to remain quite a way below the peak valuation of $1.72 to the pound seen in July, according to Richard Buxton, manager of the £1.5 billion Old Mutual UK Alpha fund. 

Hargeaves Lansdown: The new Royal Mint gold account is too expensive compared to the alternatives

Hargeaves Lansdown: The new Royal Mint gold account is too expensive compared to the alternatives

News | Banking & savings | 22 Sep 2014

The plan announced this morning by the Royal Mint to allow private investors to buy gold coins is a ‘pricey’ way to invest in the asset class, according to Laith Khalaf, senior analyst at Hargreaves Lansdown. 

Now is the time for private investors to exit bonds, says fund manager

Now is the time for private investors to exit bonds, says fund manager

News | Funds | 22 Sep 2014

Investors who have poured £4.5 billion into bond funds in the IMA sector so far in 2014 are hoping to cash in on a '35-year bull market’ in bonds, but this may be a forlorn hope, according to Alan Borrows, manager of the CF Seneca Diversified Income fund. 

FTSE 100 'could top 6,900' after Scottish no vote in independence referendum

FTSE 100 'could top 6,900' after Scottish no vote in independence referendum

News | Markets | 19 Sep 2014

The decision of the Scottish people to vote no to independence from the United Kingdom has caused sterling, gilts and certain shares to rise this morning, and kindled renewed optimism around the UK stock market.

Scottish house prices could suffer if there is a yes vote

Scottish house prices could suffer if there is a yes vote

News | Markets | 18 Sep 2014

Christopher Down, chief executive at residential property investment firm Hearthstone Investments told What Investment today that house prices in Scotland could 'stagnate' if the country votes in favour of independence today.

The five best frontier market stocks for investors today

The five best frontier market stocks for investors today

News | Markets | 18 Sep 2014

Simon Edelsten, who recently took over the management of the Mid Wynd International investment trust, has identified for What Investment the five frontier market stocks he believes represent value for private investors right now.