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Investing

  • How the FTSE 100 returned 94 per cent without moving

    January 14, 2019  |  City Talk

    On New Year’s Eve 1999, the FTSE 100 closed at a then-record high of 6930. Few could have envisaged then that, 19 years on, the index would be lower. It stood at 6845 as at 14 December 2018. A negative return for investors over that long a period can be concerning, but it doesn’t tell [...]

  • Rathbones Brothers inflows up after Speirs & Jeffrey acquisition

    January 10, 2019

    Funds under management at Rathbone Brothers investment management were up 13.9 per cent per cent last year after being boosted by the acquisition of wealth manager Speirs & Jeffrey. Funds hit £38.5bn at the end of December last year, up from £33.8bn the previous year, including £6.4bn of funds related to the acquisition. However, in the [...]

  • Outflows from UK funds hit highest level since the EU referendum

    January 10, 2019

    Outflows from UK funds in November hit the highest level since the EU referendum. Net retail sales were negative, with outflows totalling £2.1bn – the most since the 2016 Brexit vote – as investor caution increased due to international trade tensions, Brexit and market volatility, according to the latest figures from the Investment Association.  Fixed income [...]

  • Star trader Neil Woodford’s fund reports healthy profits despite recent drop in assets

    January 9, 2019

    Veteran investor Neil Woodford’s fund Woodford Investments has reported operating profit of £41.7m and paid directors £36.5m in dividends in the 12 months to the end of March last year. However, the accounts do not take into account recent outflows from the fund, and profits are likely to be impacted in the next set of full-year [...]

  • Virgin Money and Aberdeen Standard Investments sign agreement for investment and pensions joint venture

    January 9, 2019

    Virgin Money and Aberdeen Standard Investments (ASI) have signed an agreement for a new investment and pensions joint venture. ASI will acquire 50 per cent of Virgin Money Unit Trust Managers Limited for at least £40m, the companies announced today, and take over the management of its £3.7bn retail assets.  The deal, which is designed [...]

  • Five ways to clean up your buy-to-let portfolio in 2019

    January 9, 2019

    While January is a great time to be making financial resolutions, with many over-spending at Christmas, it’s sometimes best to concentrate on making the most of what you already have. For 2.5m people owning £1.4 trillion of buy-to-let, investment property is the best place to start. It comprises an enormous part of personal wealth, it [...]

  • Richard Buxton steps down as chief executive of Merian Global Investors after Old Mutual spin off

    January 8, 2019

    Richard Buxton has stepped down as the chief executive of Merian Global Investors following a management buyout and rebranding of the business from Old Mutual Global last year. As a major shareholder, Buxton will remain on the Merian’s board and continue to lead the equities team and manage his UK Alpha fund. His successor, Mark [...]

  • Pantheon opens Dublin office as part of Brexit planning

    January 8, 2019

    Investment firm Pantheon has opened a Dublin office in order to continue doing business within the EU after Brexit. The private equity, infrastructure, real assets and debt investor, which has $42.3bn assets under management, is authorised as an EU Alternative Investment Fund Manager in Ireland, and the five-strong team will be lead by chief executive [...]

  • The impact investing trend is here to stay

    January 8, 2019

    From recycling waste to reducing plastic consumption to going vegan for the month of January, more and more people today are conscious of the impact they have on the planet. This outlook has extended to investing, as a new generation of finance customers start to raise questions about exactly where their money is being directed. [...]

  • Financial markets 2018: the year in review

    January 7, 2019  |  City Talk

    After two years of steady growth in asset prices, 2018 proved more of a challenge for investors, particularly in the last three months of the year. US president Donald Trump’s tax cuts had provided an added boost for investors heading into 2018, and US GDP growth accelerated to 4.2 per cent on an annualised quarterly basis [...]

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