Funds and trackers


Three quick tests to make sure the US stock market isn’t a turkey

A relentless series of new all-time highs in benchmark stock indices such as the Dow Jones Industrials, S&P 500 and NASDAQ Composite mean that America’s...

Thu, 30/11/2017 - 14:17


How to assess whether infrastructure funds can be a useful portfolio asset

The concrete word “infrastructure” is regularly bandied about in conversations that cover the more nebulous term “productivity,” as economists and analysts alike try to fathom...

Wed, 22/11/2017 - 10:15


How to make sure portfolios do not get entangled in a web of technology stocks

A couple of weeks ago this column mentioned a throwaway comment provided by a shrewd fund manager that: “There is no value in momentum [stocks]...

Thu, 26/10/2017 - 12:17


How to check whether ETFs are right for your portfolio

Last week’s column noted the phenomenal rise of exchange-traded funds (ETFs) and the concept of passive investment. This is best exemplified by data from independent...

Wed, 24/05/2017 - 09:04


4 reasons to include ETFs in your portfolio

According to data from independent consultant ETFGI, global fund flows into exchange-traded funds (ETFs) came to $197 billion in the first quarter of 2017. That...

Thu, 18/05/2017 - 17:27


London skyline

How to research commercial property funds

Last week this column looked at the UK commercial property sector and did so from the perspective of quoted property development and management companies known...

Wed, 19/04/2017 - 14:53


Woodford to launch new fund

Highly respected fund manager Neil Woodford is to launch a new income fund in March initially targeting a 5% dividend yield.

It will be...

Fri, 03/02/2017 - 13:10


How to survive the bond market blitz

While equities, commodities and the dollar are all responding favourably to the prospect of a Trump Presidency, and its tax-cutting, regulation-reducing and infrastructure-spending agenda, one...

Thu, 24/11/2016 - 12:15


The secret to finding more robust dividend-paying ETFs

The secret to finding more robust dividend-paying ETFs

Dividend-oriented exchange-traded funds (ETFs) are a tempting option for income-seeking investors, but chasing high yields can be a dangerous investment strategy. If you’re worried about...

Mon, 06/06/2016 - 11:46


Weekly article - Enhanced income funds explained

Enhanced income funds explained

These are tough times to be an income investor. Interest rates anchored at an historic 0.5% low for the past seven years and dividend stalwarts...

Fri, 08/04/2016 - 09:28


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