How shares with low yields can pay the most income April 28, 2017 | City Talk Investors are often tempted to buy shares which promise bumper dividends today, largely because they need the income immediately, perhaps to support early retirement. Those who can wait longer may want to consider an alternative – investing in companies that offer the potential of fast dividend growth. Companies which can grow their dividends rapidly can [...]
Following the crowd: Good for survival – bad for investment April 27, 2017 | City Talk The instincts that helped to keep our ancestors alive tens of thousands of years ago can be a positive disadvantage when it comes to modern-day investing, says Andrew Williams of The Value Perspective blog… “Where all think alike, no-one thinks very much.” – Walter Lippman, The Stakes of Diplomacy Stopping at a red light is [...]
What Macron’s victory means for investors: seven questions answered April 25, 2017 | City Talk Stock markets surged and bond yields fell sharply following the results of the first round of the French election. Former economy minister, Emmanuel Macron, finished in first place with 23.9%, ahead of anti-EU candidate Marine Le Pen with 21.4%, making him easily favourite for the second round due to be held on 7 May. Gains [...]
How currencies move stock markets April 19, 2017 | City Talk Many factors move stock markets but the strength of a country’s currency can have a surprisingly large bearing. Several high profile events have underlined this in the past year – most notably Brexit and Donald Trump’s US election win. The way currencies affect stock markets are different in each country. Rising currencies may serve to [...]
Seatbelt laws created a new danger – and a lesson for investors April 18, 2017 Australia was first to enact seatbelt legislation in 1970, creating some unexpected results. It underlines an important point for investors about risk, according to value investing blogger Kevin Murphy. No matter what anyone may tell you or try to do, attempts to reduce risk in any system – investment or otherwise – only succeed in [...]
Singapore REITs: Do they still possess long term value? April 10, 2017 | City Talk Globally, real estate investment trusts (REITs) have become a popular way for investors to invest in property while at the same time receiving an income. This is particularly true in Singapore, which has developed into a hub for REITs in Asia ever since CapitaLand Mall Trust became the first one to launch back in 2002. [...]
Which markets are cheap? April 6, 2017 | City Talk If the fund managers we spoke to in our recent article “has the value ship sailed” are right, and the rally in value-style stocks has further to run, then where are the market areas they think are cheap right now? Japan, Europe and Asia, as well as banks and high yield bonds, are all in [...]
The ‘£2,332’ reason to invest tax-efficiently April 5, 2017 | City Talk An investor who puts £5,000 each year into the UK stockmarket through an Individual Savings Account (Isa) could save £2,332 in tax over ten years, new analysis suggests. This is because Isas offer protection from the taxman. An Isa is a tax shelter for investments, such as cash or shares. For cash Isas, the savings [...]
The stock market ‘value’ rally: how far will it go? April 5, 2017 | City Talk Until 2016 it had been nearly 10 years of plain sailing for growth stocks and the value investment style had been left in its wake. In 2016, however, the tide began to turn, shown on the right-hand side of the chart below. The MSCI World Value Index rose 12.3% over the calendar year in dollar [...]
Lycamobile’s chairman Subaskaran Allirajah: Meet the philanthropist behind the multi-million pound business April 3, 2017 He cooks for everyone and we stand around the breakfast bar and chat. Some of the most important decisions the company has taken have been over meals he’s made.” This is one of Lycamobile’s leadership team, and he’s talking about his boss, founder and chairman Subaskaran Allirajah. Lycamobile is a mobile virtual network operator, providing [...]
