Our favourite way to access income opportunities in medium-sized companies. Although many have been hit by Brexit fears, if the UK economy proves more resilient than expected, these companies could benefit.
Reasons not to invest can almost always be found. However, while political or economic events often seem important at the time, the reality is few will dramatically impact a portfolio over the long term.
The Asian equities team at Aberdeen are well-known for their meticulous research and disciplined investment approach. They are unyielding in their quest to find only the highest-quality companies, which they can purchase at sensible valuations.
Chris Rice, manager of the TM Sanditon European Fund, uses a business cycle approach to investing. By forming a view of the wider economic environment he aims to identify when the next stage of the cycle will arrive...
It has been a turbulent few years for emerging markets investors. Slowing growth in China, weakening currencies, tumbling commodities prices, and political upheaval has dominated the investment landscape and dampened investor sentiment.
The UK stock market moved sharp and fast following the EU referendum. Share prices across the board initially tumbled, although some sectors, including domestically-focused areas of the market, suffered more than others.
Richard Pease is one of the most-experienced investors in the European sector, having managed European funds for more than 25 years. In his view, the UK vote to leave the EU introduces additional political uncertainty to the entire European region.
Any turbulent event in financial markets brings into stark focus the benefits of diversification. In the wake of the UK’s vote to leave the EU, sterling weakened considerably. This was negative for sterling-denominated assets...
We have long held Old Mutual's UK small and medium-sized companies team in high regard. Three of their funds - UK Smaller Companies, UK Mid Cap, and UK Dynamic Equity – have featured on the Wealth 150 list of our favourite funds for many years.
In recent years investors have favoured companies with predictable earnings and the ability to grow profits steadily year in year out. Many large, consumer-focused businesses have performed well, including those which sell essential goods...