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Money

  • UK Investors forecast returns of 8.1 per cent – with UK millennials expecting more

    December 6, 2018  |  City Talk

    UK investors expect annual returns of 8.1 per cent over the next five years, according to a major new global study. The finding, part of the Schroders Global Investor Study 2018, marked a notable fall from an expectation of 8.7 per cent in the UK in last year’s study. The returns, based on the average expectation of [...]

  • Is DIY investing a cheap trick?

    December 6, 2018  |  City Talk

    As passive investors, we sometimes get asked by clients and prospects: “Why don’t I just invest in passive funds and exchanged-traded funds (ETFs) directly myself?” And at first glance, DIY investing may seem like the cheapest way to invest. But some professional services can actually work out as a much more cost-effective means of investing, [...]

  • UK investors warn tech giant regulation could harm startups

    December 5, 2018

    UK investors are concerned legislation aimed at tech giants could have a damaging impact on startups, a new survey has revealed. A report published by the Coalition for a Digital Economy (Coadec) found 86 per cent of UK investors believe the principle of designing policy and legislation to target global giants could inadvertently hurt tech [...]

  • UK foreign investment hits record high as investors shun Brexit fears

    December 4, 2018

    Investment into the UK from foreign companies rose to the highest level ever recorded last year as investors shrug off Brexit worries. The value of the UK’s foreign direct investment (FDI) stocks in 2017 was £1,336.5bn, a rise of £149.2bn since 2016, according to figures published by the Office for National Statistics (ONS). The total, [...]

  • Multiple ‘dashboards’ to give savers access to pensions data, first planned for next year

    December 3, 2018

    The government has confirmed it will introduce multiple so-called pension dashboards, with the first hoped to come into effect next year, giving savers the ability to access access their pension information for several schemes at once on their smartphone. Publishing a consultation on the measure this morning, however, the government could not confirm state pensions would be included. But pensions [...]

  • The “79 per cent chance” the Santa Rally is real

    December 3, 2018  |  City Talk

    Stock markets have risen in 79 per cent of Decembers over the last three decades adding some substance to the myth of the “Santa Rally”, Schroders research has found. The “Santa Rally” is a supposed effect of the Christmas feel-good factor, helping stock markets rise at the end of the year, although many seasoned investors remain [...]

  • Junk corporate bond outflows of $2.9bn fuelled by falling oil prices

    November 30, 2018

    The junk corporate bond market has seen outflows surge this week fuelled by a drop in oil prices. High-yield bonds saw outflows of $2.9bn (£2.27bn) in the week to Wednesday, bringing the three-week total outflows to $8.8bn. Outflows in investment grade corporate bonds hit $2.5bn, reaching $8.8bn over the last three weeks, according to research [...]

  • Investment Association launches consultation on including exchange traded funds in its sectors

    November 30, 2018

    The Investment Association could include exchange traded funds (ETFs) in its fund sectors, the industry body announced today as it launched a consultation on the topic. ETFs are investment funds where shares are traded on a stock exchange and can be bought and sold at the current market price. The sector system, which is designed [...]

  • Alternative finance lender Oakam is trying to help the unbanked

    November 30, 2018

    Payday loan companies get a bad rap. And it’s easy to see why, considering the predatory businesses practices and extortionate interest rates charged by lenders like Wonga, which collapsed into administration this year. High-interest, short-term loans were back in the news this week, with the announcement that the fintech startup Monzo is considering offering such [...]

  • The activist investor revolution has begun

    November 30, 2018

    A year ago, anyone attempting to name a FTSE 100 stock that was likely to chart a double-digit share price rise would have been unlikely to name Whitbread. With a big exposure to the British consumer, the owner of Costa Coffee and Premier Inns seemed to have too many chips stacked on the wrong part [...]

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