Nov 14, 2024 · This is a small but dynamic UK small-cap trust run by an experienced manager with a great track record. It invests in a small number of undervalued UK companies where manager Richard Staveley can see the opportunity to realise shareholder value by improving returns through operational, strategic or management change.

Dec 19, 2024 · The weak performance of government bonds in particular might seem surprising, given that interest rate cuts should boost their valuations. But investors have been focused on 'risk' assets such as equities this year in another period of rising markets, translating into less demand for defensive assets.

Dec 19, 2024 · With 2024 coming to a close, the Investors' Chronicle team have cast their eyes to next year, exploring what 2025 may bring for investors across a host of different asset classes.

Jan 27, 2025 · Investors Chronicle provides share tips, stock market data and analysis, as well as beginners’ guides on how to invest in shares and the stock market. We cover most UK companies’ financial results, including views on which shares to buy, including FTSE 350, Aim-listed and overseas shares. We also tip the best investment funds, corporate bonds and give analysis on emerging markets ...

Dec 19, 2024 · To that end there exist the IC Alpha strategic asset allocation models, which set maximum weights for core assets based on objectives, risk tolerance and the likelihood of severe falls in mark-to-market portfolio value. Within those frameworks, we tweak positions according to momentum-based tactical asset allocation (TAA) signals, such as when a tactical investor might move partially into cash.

Investors Chronicle provides share tips, stock market data and analysis, as well as beginners’ guides on how to invest in shares and the stock market. We cover most UK companies’ financial results, including views on which shares to buy, including FTSE 350, Aim-listed and overseas shares. We also tip the best investment funds, corporate bonds and …

Dec 20, 2024 · Baillie Gifford poster child Scottish Mortgage (SMT), which we assessed in a recent cover feature, is just part of a broader stable of funds that follow a similar philosophy.. From the £3.2bn Baillie Gifford American (GB0006061963) strategy to the £3bn Baillie Gifford Pacific (GB0006063233) portfolio and other iconic trusts from Monks (MNKS) to Edinburgh Worldwide (EWI), vehicles run by the ...

Sep 12, 2024 · This year's specialist panel: Emma Bird, head of investment trust research at Winterflood . James Carthew, head of investment company research at QuotedData. Emma Deuchars, investment manager at Bestinvest. David Liddell, chief executive at IpsoFacto Investor. Ewan Lovett-Turner, head of investment companies research at Numis. Darius McDermott, managing director at FundCalibre

Jul 11, 2024 · The Investors' Chronicle Top 50 ETFs list is now in its 11th year and continues to serve the same purpose as always: it highlights the exchange-traded funds (ETFs) we view as the most useful low-cost starting points for an investment portfolio.. As a general rule, we tend to look for funds that track the most appropriate index, stick to a robust process and offer a mix of competitive pricing ...

Oct 30, 2024 · Labour has delivered its first Budget since wresting control of Parliament from the Tories in the summer, and the announcements will have wide-ranging implications for savers, investors, workers, businesses, and the country as a whole.