Investment Articles

World Investment Outlook - Chapter four: Asia

It is hard to believe that the 19th Communist Party Congress in China, the fall and arrest of a President in Seoul and a hung...

World Investment Outlook - Chapter five: Western Europe

While by no means conclusive in laying to rest the threat posed by anti-EU parties, the Dutch, French and German elections of 2017 are encouraging...

World Investment Outlook - Chapter six: Emerging Markets

Elections in Mexico and Brazil will help to set the tone in Latin America in 2018, especially if those countries follow Argentina’s political drift to...

Three quick tests to make sure the US stock market isn’t a turkey

A relentless series of new all-time highs in benchmark stock indices such as the Dow Jones Industrials, S&P 500 and NASDAQ Composite mean that America’s...

How to assess whether infrastructure funds can be a useful portfolio asset

The concrete word “infrastructure” is regularly bandied about in conversations that cover the more nebulous term “productivity,” as economists and analysts alike try to fathom...

How to ensure rotation can keep portfolios fertile rather than fallow

He may have been in charge of foreign policy under George I, but eighteenth-century politician Charles Townshend is best known as ‘Turnip’ Townshend for his...

Why investors need to keep an eye on this most taxing of issues

The kerfuffle caused by the Paradise Papers is unlikely to die down for some time as it shines a light on corporate behaviour that is...

What does the first interest rate rise since 2007 mean for your finances?

While a hike in interest rates from 0.25% to 0.5% might not seem like a momentous event, it is the first increase by the Bank...

How to make sure portfolios do not get entangled in a web of technology stocks

A couple of weeks ago this column mentioned a throwaway comment provided by a shrewd fund manager that: “There is no value in momentum [stocks]...

How to guard against a market crash

Monday 19 October 1987 will live in the memory of investors as the day of Black Monday stock market crash. But this is not the...

Enter the Dragon

At the start of 2017, India was the hottest topic in town when it came to Asian financial markets. Prime Minister Modi’s reform programme and...

What oil stocks could be telling investors

For all of the confusion over Brexit, the Bank of England’s plans for interest rates and the trajectory of the UK economy (which for choice...

The lessons everyone can learn from Japan

With the Nikkei 225 and Topix stock benchmarks touching two-year peaks, the yen at a 12-month high against the dollar and the economy putting together...

Finance Bill 2017: Key takeaways for savers and investors

With the Brexit negotiations taking centre stage and Theresa May’s decision to hold a snap general election throwing the usual business of Government into disarray,...

How to assess whether UK stocks can raise a gallop to the end of the year

Any investors who followed the old market maxim “Sell In May” will hopefully not feel too sore, as the FTSE 100 made awfully hard work...