How to negotiate the rapids of the stockmarket with views from a fund manager and our panel of advisers.
00:01 | 19 Aug 2008
| By
Tim Cooper
The flight to quality and away from volatile equities continues to shore up the gilts market. However, the tide of rising inflation seems to be rapidly heading up the beach and taking over as the most important factor affecting this market.
00:01 | 12 Aug 2008
| By
Tim Cooper
In these lean times, the jury is out on equity income. Two of this week’s advisers have given it the red light. However, the other two experts predict that income investors will eventually be rewarded for their loyalty.
00:01 | 05 Aug 2008
| By
Mal Hennessey, Tim Cooper
Although the outlook is still depressed, some money is trickling back into the property sector as smart investors with an eye on the long term start to spot bargains. But it may be some time before the green shoots of recovery sprout in earnest.
00:01 | 29 Jul 2008
| By
Tim Cooper
Cash looks like a sensible alternative for investors who do not fancy the increasingly volatile equity market given the short-term trend towards reducing base interest rates reversing and deposit rates being kept artificially high.
00:01 | 22 Jul 2008
| By
Tim Cooper
For any investors still interested in the small-cap sector, the key is to find a David who can outthink the more defensive Goliaths when the going gets tough. No doubt there are some, but finding them could be tricky.
00:01 | 15 Jul 2008
| By
Tim Cooper
It has been a dismal time for European shares as investors bailed out fearing the interest rate hike that duly came in early July. But it is not all bad news as the European Central Bank recently made dovish comments on potential future rate rises.
07:00 | 08 Jul 2008
| By
Tim Cooper
Rising inflation is not good news for holders of UK bond funds, so many advisers are starting to look at overseas credit and other types of fixed interest investment as alternatives – and picking at the scraps of a few oversold bonds such as banks.
07:00 | 01 Jul 2008
| By
Tim Cooper
The good news for the UK’s largest companies is that they are best placed to weather the current storm. But high profile disasters have shown that no company is immune. The short-term question is this: is the latest dip in the FTSE a good low or a bad low?
07:00 | 24 Jun 2008
| By
Tim Cooper
Should investors be cautious or is there room for a more adventurous stance? Stagflation looks bad for global equities, but this week’s experts see continuing growth from emerging markets. Meanwhile, they are flirting with US equities, in anticipation of a recovery. Tim Cooper reports.
07:00 | 10 Jun 2008
| By
Tim Cooper
Advisers’ attitudes towards commodities have changed dramatically over the last month or two. There are now concerns commodity markets have more bursting bubbles than a hot tar pot.
07:00 | 03 Jun 2008
| By
Tim Cooper
US equities have been through bad times recently in the wake of the credit crisis and a possible ensuing recession. However, as our adviser panel points out, it is precisely these conditions that make carefully selected investments a good long-term bet.
07:00 | 27 May 2008
| By
Tim Cooper
Gilts have been doing well due to the flight to quality brought on by the credit crunch and investor nerves but are they the right investment at this time? There are good arguments for and against.
07:00 | 20 May 2008
| By
Tim Cooper
Even top fund managers in UK Equity Income funds have posted negative returns in the last 12 months and the sector is not likely to get its motor running again in the short term. But some high yield stocks look cheap, so buying back into the market could prove fruitful.
07:00 | 13 May 2008
| By
Tim Cooper
Despite a grim outlook for sellers of residential property, there are reasons for guarded optimism about the commercial sector. Low prices have made yields start to look more attractive and, says this week’s fund manager, letting conditions are good.
10:13 | 06 May 2008
| By
Tim Cooper
09:54 | 29 Apr 2008
| By
Tim Cooper
Volatility in the UK smaller companies sector is a given and many investors are keen to ride out the waves for comparatively good long-term returns. However, if you are thinking of buying in now, think again – the consensus is steer well clear for now.
07:00 | 22 Apr 2008
| By
Tim Cooper
07:00 | 15 Apr 2008
| By
Tim Cooper
Corporate bonds might appear to be a less volatile bet than equities at present with some knock down prices available. The problem is prices are cheap because the dual risks of corporate default and of not being able to resell a bond have risen.
07:00 | 08 Apr 2008
| By
Tim Cooper
Now could be the time to get your clients back into UK large caps. Price to earnings ratios are now attractive while corporate cash flows – financial companies aside – remain strong. The problem, as one of our advisers points out, is persuading them to do it. Tim Cooper reports.
07:03 | 01 Apr 2008
| By
Tim Cooper
With stock markets still wobbling wildly, even Asia and commodities are losing their appeal as sectors. Now could be the time for stock picking active managers to show what they are made of, says Anthony Harding and the rest of our panel.
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