Collectives commentary

Minesh Shah, Managing Director of The Renewables Infrastructure Group (TRIG), explains ways to finance the energy transition.

An update on mined commodities and the mining sector from Olivia Markham, Co-Portfolio Manager of BlackRock World Mining Trust.

Buoyant consumer confidence, falling inflation and attractive opportunities in mid and small-cap companies all point to a far more resilient UK economy than common consensus would indicate, writes…

While a handful of global heavyweight US companies currently dominate the headlines, market conditions could benefit the less glamorous US mid-cap sector in the future.

Sub-optimal economic indicators are contributing to rising bond yields, making some bonds more attractive than they have been for a long time.

An article on Japanese equities is already of pretty niche interest, so why not go even more niche by starting off with Stephen Sondheim?

With absolute return funds gaining more traction in recent months, we asked our friends at Tellworth Investments to explain how they aim to protect capital.

From the moment the Brexit referendum was decided, the UK stock market has been labelled as “too difficult” by many investors.

James Godrich, manager of the JM Finn Coleman Street Investment Funds suggests the recovery may not be accurately priced in by the markets.

With a new prime minister in place, we asked Sam Perry, an investment manager at Pictet Asset Management, to share his thoughts on Japan’s fortunes.

These are challenging times for investors who use the dividends paid by companies to generate an income for themselves. Royal Dutch Shell’s recent dividend cut (its first since the Second World War)…

In a departure from the norm, as opposed to asking a third party fund manager to give us their current view of the market, we asked Freddie Woodhead, who is the sector specialist for Asia and…

The constant drip of economic data points are manna from heaven for the world’s economists, often wheeled out to give their latest forecasts and predictions for global growth. Unfortunately, a…

Yet with consumers and companies unwilling to borrow to fund their consumption or investment, the central bank’s limited ability to stimulate economic growth is clear.Meanwhile, Donald Trump’s use of…

The answer boils down to a fear of inaction. Firstly, if your life’s work is goalkeeping, you probably won’t admit to yourself that all you have to do is stand still: you’ll want to do something.…

Mercury was associated with commerce and negotiating and a simplified pictorial representation of the Caduceus was a symbol widely used by alchemists until the 18th century. There are some less…

Launched on 19 March 1868, the original managers set out to offer small investors the chance to share in the opportunities to put their capital to work across the world. Today, 150 years later, the…

The biotechnology sector continues to deliver market-beating returns for risk-tolerant investors with long-term investment horizons. Since its inception in late 1993, the NASDAQ Biotechnology Index…

The UK equity market delivered a strong performance over the past twelve months (FTSE All-Share +24%), despite the headwind of considerable political upheaval. While most commentary has focused on…

In the run up to the election, there was a universal fear of the politically unknown, firebrand, former reality TV star and his more controversial threats to dismantle global trade agreements and…

The recommendation by voters that the United Kingdom should leave the European Union is likely to be a watershed moment for the continent and to be followed by many weeks and months that will…

Historic context is useful in understanding the energy sector. Growth in demand for energy has been a key feature of economic progress for 250 years. For reasons of space, size of investable…

The recent histories of the FTSE 100 and the FTSE All Share eloquently describe the challenges facing investors. Investing in these indices just over 16 years ago on 1st January 2000 would have…