Autumn 2009
Helping you to realise your financial goals.
I’m the first to admit that the sharp rally in share prices since March has
taken me by surprise. Nevertheless, it has been excellent news for our
clients and many will now be wondering if this is the time to reduce risk
so as to avoid going through the pain of another bear market.
John Spiers, CEO
The Bestinvestor Autumn 2009 is available for free as a pdf. Download your copy here.
Articles
CEO Corner
By John Spiers
Read John Spiers’ views on the market rally and outlook for the future.
Income support
By John Spiers
John gives some guidance on how to find income in a low interest environment.
Form is temporary, class in permenent
By Graham Frost
Every quarter our Asset Allocation committee sits down together to formalise its outlook on each asset class and agree adjustments to the Bestinvest asset models. Graham Frost gives a summary of our views on each asset class.
Saints versus sinners
By Rob Harley
A UK All Companies Sector performance review. Rob Harley looks at who has benefited from the rally and who hasn’t and gives our outlook from here.
Where early birds are feathering their nests
By Marcus Langsland Pearse
An update from Fund Manager Marcus Pearse on the commercial property sector and the New Star UK Property fund he manages.
Bestinvests rated fund list
Investment view
Our top rated funds from commercial property to Japanese equities.
Is small beautiful?
Simon Moore
In 2008, small caps got hit from all sides, hedge funds dumping stock and banks refusing to lend. We consider whether now is the time to return to the sector as the risks are fading.
Track all of your assets and liabilites on one page
Investment view
Bestinvest has relaunched its popular Personal Balance Sheet (PBS) feature with improved functionality.
Time to venture into VCTs
By John Davey
VCTs offer attractive tax relief and tax free dividends. However, picking the right fund is not as easy as it may seem. John Davey looks at key issues for the sector.
50 not out?
By Tim Stalkartt
As always, tax efficiency remains an important weapon in the fight for higher returns, but the recent volatility of equity markets means more people
will be turning to Cash ISAs before the end of the 2009/2010 tax year.
Have you done your maths homework?
By Katharine Lindley.
We all know children are expensive so planning for school fees is something that parents need to consider from the day their child is born, if not before.
Supporting the casualties of war
About Bestinvest
The War Widows Association provide an important role supporting the families of war victims.
Crockfords charity dinner
About Bestinvest
We are pleased to announce a fund raising dinner in support of Kids Co. Attendees will include Invesco Perpetual, M&G & Schroders.