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News Archive 2008

The Power of Dividends

Stephen Marriott 04/12/2008

Recent stockmarket falls mean many UK companies are currently offering very attractive yields. Stephen Marriott looks at the importance of dividends to equity investors.

New Star

Adrian Lowcock 01/12/2008

We have decided to suspend our ratings on all New Star funds pending greater certainty regarding the future of the company. The affected funds are Sterling Bond, High Yield Bond and UK Property.

Darling and Markets

Graham Frost 25/11/2008

Chancellor Alistair Darling this week announced a fiscal stimulus package in his pre-budget report, but will it be enough to rescue Britain’s ailing economy? Bestinvest CIO Graham Frost gives his view.

New Star International Property - Dealing Suspension

Tom White 25/11/2008

Bonds Away

Robert Harley 17/11/2008

Quality bonds, traditionally perceived to be a safe haven in uncertain times, have experienced a notable weakening in price recently. Do they currently represent outstanding value? Robert Harley investigates.

Emerging Markets Analyst - Dubai Diary

Marcel Porcheron 12/11/2008

The Middle East and North Africa (MENA) is a diverse region, encompassing developing countries like Egypt and high income countries like Qatar. Marcel Porcheron went to Dubai in the United Arab Emirates to assess the investment case for the region.

Japan: time to buy?

Marcel Porcheron 31/10/2008

The Japanese equity market touched a historically low valuation recently when it traded below book value (the value of tangible assets)...Is now the time to buy Japan?

Investor Psychology

Adrian Lowcock 16/10/2008

The UK has only experienced three recessions since the second world war and on each occasion markets rallied strongly the year after.

When is enough, enough?

Graham Frost 07/10/2008

Central banks and governments are falling over themselves to bail out the financial system. The Paulson plan will inject $700bn into banks on top of the $500bn of bailouts already made. In the UK and mainland Europe governments have taken emergency action on banks and building societies-forcing mergers and injecting capital.

Credit crunch – where are we now?

Graham Frost 22/09/2008

I was amused by a comment a little while ago by a lady who, when asked to comment on market volatility, said ‘I’ve never seen anything like this since I began trading three months ago’. With no amusement at all I can tell you I have never seen anything like this in over 20 years of investing.

Time to sell Energy?

Stephen Marriott 15/09/2008

Unsurprisingly some of the best performing funds in the UK All Companies sector during the last twelve months (to 31/8/08) have been those that have been the right side of the only profitable trade in town - differentiating between the merits of resource stocks and financials.

Freddie and Fannie went walking

Graham Frost 12/09/2008

Last Sunday the US Treasury rescued the two largest issuers of mortgage backed paper, known as Freddie Mac and Fannie Mae. The share capital of these entities, like Northern Rock, was effectively wiped out.

US Dollar - change of direction?

Graham Frost 22/08/2008

According to IMF estimates, the dollar’s real effective exchange rate fell 34% between February 2002 and May 2008. Due to low real interest rates and a ballooning trade deficit, the world has been happy to continue selling dollars, largely by borrowing or using dollars to invest elsewhere.

FundsNetwork opens up their SIPP to protected rights

Adrian Lowcock 18/08/2008

Fidelity’s supermarket platform FundsNetwork will open up to protected rights SIPPs in the run-up to regulatory changes that will allow such funds to be held within a SIPP wrapper for the first time.

Global Equity Market Update- Diverging sector performance explained by changing earnings expectations

Marcel Porcheron 31/07/2008

Emerging Market Analyst: India hits a bump in the road to development!

Marcel Porcheron 08/07/2008

Marcel Porcheron, our Emerging Market analyst, recently attended this year’s Euromoney Indian Investment Conference in London for an update on one of the World’s key emerging markets. He heard from representatives of government, corporate India and the investment and banking industries.

Time to take profits in the Specialist Sector?

Stephen Marriott 24/06/2008

Emerging Market Analyst Diary: Istanbul Conference

Marcel Porcheron 22/05/2008

Inflation Bites

Hugo Shaw 13/05/2008

The latest figures from the Office National Statistics show an alarming jump in the target measure of inflation. At the end of April the Consumer Prices Index (CPI) was up to 3%, having finished March at 2.5%.

Go shopping on Bond Street

Robert Harley 25/04/2008

Transfer your Cash ISA’s

Jonathan Cowan 24/04/2008

On 6th April the ISA & PEP rules changed. The annual ISA allowance increased to £7,200, PEPs have become Stocks and Shares ISAs and you can now also transfer Cash ISAs into Stocks and Shares ISAs.

The Credit Crunch & I

Adrian Lowcock 24/04/2008

The immediate fallout of the credit crunch for me is a challenge in terms of understanding the situation as it unfolds and being able to transmit that information clearly to my clients.

Don’t miss a year’s worth of tax breaks....catch that worm!

Hugo Shaw 11/04/2008

If you're like many people you may have previously left it late in the financial calendar to put money in your ISA. Investing at the last minute (literally in some cases - our last ISA deal on 5th April was processed at 23:54) means you would miss out on a year's worth of tax breaks.

How to benefit from falling markets

Stephen Marriott 11/04/2008

One of the most difficult aspects of investing is judging when the right time to actually invest is. Catching the top or bottom of a market is a rare skill.

Don’t lose your ISA allowance for the sake of volatile markets

Sam Coppin 20/03/2008

Banking shocks- a buying opportunity?

Graham Frost 18/03/2008

Budget 08 - Initial Comment

Hugo Shaw 14/03/2008

ISAs and Bond Funds

Robert Harley 14/03/2008

The City Mourns

Anton French 14/03/2008

Fund Managers on the move

Graham Frost 10/03/2008

An Englishman in New York

Stephen Marriott 26/02/2008

Panic Over?

Graham Frost 01/02/2008

The Most Dumped Funds of 2007

Stephen Marriott 24/01/2008

Investors urged to stay calm despite liquidity problems for market

Hugo Shaw 18/01/2008

Property - Starting to Offer Value

Robert Harley 11/01/2008

Asian Funds: a challenge to research

Marcel Porcheron 08/01/2008

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