Lord Rothschild, manager of the RIT Capital Partners investment trust, has revealed the two markets in which he has increased his exposure in 2014.
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It has been a rocky summer for global equity markets with escalating geopolitical risk and some investors fearing the consequences of interest rate rises, the natural resources sector has actually strongly outperformed global equities.
While the performance of the £6.3 billion M&G Recovery fund has been poor, investors should stick with it, according to Simon Evan-Cook, multi asset investment manager at Premier Asset Management.
With A-level result recently out and the annual salvo survey’s around student debt published, there has understandably and rightly been plenty of media attention on the ways parents, guardians and grandparents can save for children. Expect more of this when the Junior ISA reaches its third anniversary on 1 November.
Alex Wright, manager of the Fidelity Special Situations fund and the Fidelity Special Values investment trust, believes that while investors ‘have to work harder’ than usual to find value in the present market, a number of the very largest companies in the FTSE 100 are particularly cheap.
Investors with a portfolio containing global funds are likely to find that their Japanese holdings have been the ‘laggard’ this year, but investors should stick with the country, according to Tony Lanning, manager of the JP Morgan Fusion funds range.
Star UK equity income fund manager Jeremy Lang, whose Ardevora UK Income fund has returned 56 per cent since launch in 2011, compared to 39 per cent for the IMA UK Equity Income sector, has revealed that TSB is the only UK bank in which he would invest.
The healthy dividend yield and mixture of exposure to both debt and equity means that the Aberdeen Latin American Income Trust offers investors ‘a unique proposition’, according to Charles Tan, investment trust analyst at Cantor Fitzgerald.
A 'yes' vote in the Scottish independence referendum would have a ‘major material impact’ on the UK stock market, according to Richard Buxton, manager of the £1.5 billion Old Mutual UK Alpha fund.
A new investment vehicle fronted by former England football manager Terry Venables ‘should not be marketed to private investors as it is not suitable for them’, argued Jason Hollands, managing director at Bestinvest.
Tom McPhail, head of pensions research at Hargreaves Lansdown, believes that the gap between the best and worst value annuities in ‘widening’, with some companies not even making trying to offer value.
Sebastian Lyon, manager of the £2.3 billion Troy Trojan fund, has disclosed that he has been reducing his holdings in technology giant Microsoft, having held the shares since 2010.
Hugh Cuthbert, manager of the SVM Continental Europe fund, believes that certain Eurozone banks offer a ‘tantalising opportunity’ for long-term investors, despite the clouds of uncertainty that rumble across the Eurozone economy at present.
Amongst some of my more unusual possessions is a working model of an aeolipile, or Hero engine. Hero of Alexandria was a Greek mathematician and engineer credited with inventing the first recorded steam engine – his aeolipile.
An interest rate rise for the UK in 2014 was ‘fairly explicitly ruled out’ by Bank of England governor Mark Carney in his inflation report this morning, according to Kathleen Brooks, research director at Forex.com.
Shares in UK-listed house builders offer real value at present despite the negativity that has surrounded those stocks as investors anticipate interest rates rising, according to Job Curtis, manager of the £1.2 billion City of London investment trust (LON:CTY).