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News & Media

21st March 2012 - News

Budget 2012

Despite the fears of further changes to pension tax reliefs and allowances, none were announced in the Chancellor's speech today. He confirmed the plan to change the State Pension to a single tier above the means test, at a minimum of &pou ...

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8th February 2012 - News

Diversification by including Private Equity Investing

Private equity investments can be included in a portfolio by buying an investment trust such as Candover, Graphite Enterprise or Henderson Private Equity. You can also access the sector with Venture Capital Trusts (VCTs) and Enterprise Inv ...

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7th February 2012 - News

Update on the markets

The stockmarkets of the world have done well so far in 2012. Equities are cheap relative to bonds in the US and the UK, and company earnings are growing. This is likely to lead to good returns from equities in the medium term, but there ar ...

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30th January 2012 - News

Comments from Fund Managers

Ted Alexander, Neptune Global Long/ Short Sector Fund Sectors tend to provide long periods of outperformance or underperformance, making it relatively easy to identify a trend. They also have lower volatility than individual stocks. The ...

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5th January 2012 - Investment Comment

Investment Comment Jan 2012

We said in our investment commentary in October that earnings yields in most equity markets compare very favourably with bond yields relative to history. That continues to be the case, despite recent rises in the stockmarket as a result of ...

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