Should investors be ‘coming home’ – to UK equities? July 12, 2018 The England football team were widely overlooked as contenders in Russia. Having witnessed a number of World Cup competitions in my time – the first I can recollect in detail being Italy 1990 – I can’t remember public expectations ever being lower than they were ahead of this summer’s tournament. Yet thanks to their courage [...]
June’s most widely bought and sold funds on Charles Stanley Direct July 4, 2018 Artemis Global Income remained a popular choice for exposure to high yielding global stocks among Charles Stanley Direct customers in June, while Fundsmith Equity was the most widely-purchased global equity fund, beating another regular favourite Lindsell Train Global Equity. In the Asia ex-Japan sector Invesco Perpetual Asian outstripped the perennially popularStewart Asia Pacific Leaders in [...]
Revealed: June’s top and bottom performing funds July 2, 2018 June was dominated by trade war fears as Donald Trump said he would add further tariffs on Chinese and European goods should there be any retaliation to his initial tranche of measures. The prospect of mercantilist trade policies unnerved investors concerned about future growth. There are few, if any, real winners in a full-blown trade [...]
Will active management fight back? June 25, 2018 In contrast to ‘passive’ fund or trackers, which aim to replicate the performance of an index, ‘active’ funds employ fund managers to try and select the best performing investments. There are pros and cons for both methods. Passives are cheaper, sometimes substantially so, but they also won’t outperform the index they are following. Meanwhile, finding [...]
Blue Whale – an ocean of opportunity? June 13, 2018 With pressure on charges and an increasing regulatory burden there has probably never been a more challenging time to start a new fund management business. And making in impact with an inaugural fund in the IA Global sector – up against big fish like Nick Train and Terry Smith – is no easy task. Yet [...]
May’s most widely bought and sold funds June 8, 2018 Artemis Global Income remained a popular choice for exposure to high yielding global stocks among Charles Stanley Direct customers in May, while Fundsmith Equity was the most widely-purchased global equity fund, beating another regular favourite Lindsell Train Global Equity. In the Asia ex-Japan sector Invesco Perpetual Asian outstripped the perennially popularStewart Asia Pacific Leaders in [...]
The top and bottom performing investment funds in May June 4, 2018 “Sell in May and go away” advises the well-known City adage, which also suggests returning to the market after “St Leger Day”. This is the date in September when the horse race of that name is run and, traditionally, when the summer lull in trading is over. It bears little relevance in the modern era [...]
Exploring new investment frontiers March 23, 2018 Frontier markets are countries with investable stock markets that are less established than those in emerging markets. They are nascent, much smaller and less accessible than emerging markets such as China, India or Brazil, and have fewer companies to invest in. They will also almost certainly be more risky countries, perhaps with increased danger of [...]
Three ways to invest with Charles Stanley Direct March 20, 2018 Make your own decisions 'DIY' investors who wish to select investments themselves can choose from the exceptionally broad range we have available: 3,000 funds, UK and certain overseas shares, gilts, bonds, investment trusts and ETFs. With so many possible investments available selecting individual ones can be a daunting prospect, though. To help narrow down the [...]
Three ways to invest with Charles Stanley Direct March 20, 2018 Make your own decisions 'DIY' investors who wish to select investments themselves can choose from the exceptionally broad range we have available: 3,000 funds, UK and certain overseas shares, gilts, bonds, investment trusts and ETFs. With so many possible investments available selecting individual ones can be a daunting prospect, though. To help narrow down the [...]
