The tracker funds distorted by the pandemic
Capitalisation-weighted index trackers have seen their exposure to Covid winners increase at the expense of the Covid losers, which leaves them open to a reversal of fortune in 2021.
Capitalisation-weighted index trackers have seen their exposure to Covid winners increase at the expense of the Covid losers, which leaves them open to a reversal of fortune in 2021.
The new C share issue gives investors the chance to benefit from the fund’s reliable and uncorrelated return without having to pay the 11% premium.
The world’s second largest economy has actually grown this year and its stock market has delivered strong returns, which are accessible via a number of specialist funds.
Growth has outperformed value for more than a decade, but the development of an effective vaccine could herald a major turning point.
Round Hill Music Royalty (LON:RHM) raised $282m at its recent IPO, which it will use to generate an attractive and growing income by investing in music intellectual property.
The growth-oriented investment trust has delivered some incredible returns, but has finally trimmed some of its tech exposure on valuation concerns.
The average correlation between asset classes has been rising lately, which makes it harder to reduce the risk of your portfolio, writes Nick Sudbury.
It is clear that we are entering an extended period of financial repression, which will be disastrous for investors who don’t take steps to protect their wealth.
Commercial property has been hit hard by the pandemic, but some companies have withstood it better than others, with the multi-let industrial specialist Stenprop being a prime example.
Income investors looking for a sustainable yield might want to consider diversifying into Canada where far fewer companies have cut their dividends than in the UK.