We believe dividends should be an additional consideration in generating a substantial total return over time.
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China has changed
To state the obvious, over the past decade stocks excluding the US have delivered mediocre performance.
Changes to taxation of foreign pension arrangements
The Finance Bill 2022 will introduce definitive legislation to cover the taxation of retirement lump sums from foreign pensions for the first time.
After Goldilocks, which bear (market) will prevail?
A clearer picture of the U.S. market outlook should emerge over the coming weeks
The Longevity Issue – investors beware
While the investment universe is currently consumed by inflation and interest rates, there are other factors at play which will, arguably, have a far bigger impact on longer term pension and investment returns than the current war between central banks and the CPI.
End of a golden era for profits?
If the prolonged period of declining and ultra-low interest rates is over, what does that mean for future corporate profits, cash flows and dividends?
Mastertrusts: myths and reality
Are mastertrusts the way of the future?
China rebounds, but domestic demand boost needed
Although Chinese economic growth in Q3 was stronger than expected, exports are set to decline and the country’s zero-Covid policy could weaken domestic activity.
Expect the unexpected
In 2022, the impact of the strong dollar has been very different to what history suggests
More trouble ahead
We had been bullish on stocks all the way back to March 2009, when mark-to market accounting was fixed and the Financial Panic started to recede. At that time the S&P 500 traded as low as 677. What a time to buy! After that we remained bullish. We didn’t recommend selling in spite of a […]
Why the US dollar matters
The US dollar has now been strengthening for 11 years now, making this the longest US dollar strengthening cycle in history.
A new era for UK fiscal policy, but will the gamble pay off?
The UK government has unveiled the biggest tax cuts since 1972. However, these will likely result in higher inflation and even larger interest rate hikes
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