Funds and trackers

How to survive the bond market blitz

While equities, commodities and the dollar are all responding favourably to the prospect of a Trump Presidency, and its tax-cutting, regulation-reducing and infrastructure-spending agenda, one...

Thu, 24/11/2016 - 12:15

The secret to finding more robust dividend-paying ETFs

The secret to finding more robust dividend-paying ETFs

Dividend-oriented exchange-traded funds (ETFs) are a tempting option for income-seeking investors, but chasing high yields can be a dangerous investment strategy. If you’re worried about...

Mon, 06/06/2016 - 11:46

Weekly article - Enhanced income funds explained

Enhanced income funds explained

These are tough times to be an income investor. Interest rates anchored at an historic 0.5% low for the past seven years and dividend stalwarts...

Fri, 08/04/2016 - 09:28

Shares article - How to retire in style

How to retire in style

Three income funds for later in life.

New pension rules give us much greater flexibility in accessing our pension funds at retirement. One increasingly-popular option is...

Tue, 22/03/2016 - 15:41

Bond funds continue to play the duration game

Here we go again. No sooner does market action start to take a distinctly deflationary bias than a major central bank pipes up with some...

Wed, 04/11/2015 - 13:49

Why oil is important when it comes to picking an income fund

When Goldman Sachs speaks, markets listen. So when the giant US investment bank last month suggested a worst-case scenario could see oil hit $20 a...

Thu, 08/10/2015 - 13:26

How the need for income could underpin UK stocks

Last week this column touched on the issue of the vexed issue of the valuation of the UK stock market, using market capitalisation to GDP...

Fri, 25/09/2015 - 11:42

How target date funds help to beat volatility

One of the fundamental principles of investing is that you should be adequately rewarded for the risk you take when putting your cash...

Fri, 04/09/2015 - 16:26

Why indices matter when it comes to portfolio performance

While looking into the exact composition of a financial market index may seem no more relevant to some investors than a debate over how many...

Fri, 28/08/2015 - 13:00

Why clients may yearn for Japan despite the yen

The scrapping of a proposed $2 billion design for the 2020 Olympic Stadium in Tokyo and a corporate accounting scandal at the giant...

Fri, 31/07/2015 - 16:44