James Sullivan and Peter Geikie-Cobb examine the US market and explain why they are underweight the US within their fund range. What are your views on the US stock market? James Sullivan: Broadly speaking, it’s an expensive equity market. Even stripping out certain sectors, such as technology, it’s still hard to make a compelling case
Peter Geikie-Cobb provides an update on his market views and outlook for 2018 After a robust performance for risk assets in 2017, as a result of strong global economic growth driven by continued low interest rates and ample liquidity, the outlook for this year looks somewhat more uncertain. Many asset classes look
Head of Portfolio Management Paul Warner discusses his most recent purchase with Trustnet Magazine A fund with ‘Income’ as part of its name shouldn’t automatically preclude it from a portfolio whose aim is capital growth. In our SRI portfolios we are always looking for new funds that are acceptable to include in our universe.
There are many ways in which one can create a portfolio, and rarely is there an obvious right or wrong way. Within our industry it’s both common practice and politically correct to proclaim oneself as a ‘long term investor’, but in a world that has become more short-termist in all aspects of life, is it
As the government sells its final stake in Lloyds, the UK banking system appears relatively stable. The UK government has finally sold its remaining stake in Lloyds Banking Group. The move marks something of a milestone for this particular relationship, and perhaps the end of what has been a rather chastening experience for all