Hints and tips:
...So no foreign stocks, and no small caps....
...Like Damien, I’m a global index fund investor and I invest monthly into my investment platform....
...Jupiter Green trades on a discount of 21.7 per cent, which is perhaps unsurprising considering it has lost 29.3 per cent in the past year: its benchmark is the MSCI World Small Cap Index, which has not been...
...We have a house price index produced by the Nationwide and Rightmove, the Halifax, anybody, man and his dog, has a house price index. Because it gets good PR, it gets written up and talked about....
...Kate Barker: You should have defined some of the above variables better!...
...Hargreaves Lansdown suggests Legal & General All Stocks Gilt Index Trust C, while Interactive Investor likes the iShares Core UK Gilts ETF and the Vanguard UK Govt Bond Index £ Acc....
...Edelsten, a fund manager at Artemis Fund Managers, is speaking at the annual FT Money investment lunch, where we chew over the prospects for 2023 as we munch on FT sandwiches....
...Small caps as a whole have had a tremendous year — the FTSE Small Cap index is up nearly 50 per cent in the last year....
...The makers of small but important components are often best placed to push through their pricing increases.”...
...We lack the social insurance of large gas stocks. Uncertainty about the wisdom of policymakers will persist after the [Liz] Truss experiment....
...He mixed and changed investment styles — from value and income to small-cap growth)....
...My preference has always been for established, profitable, conservative, dividend-paying small-caps, ideally (but not exclusively) trading globally....
...The forthcoming increase in costs — notably the rise in employers national insurance contributions in April — will also make it harder to free up funds for investment....
...Jupiter funds account for £700m of the redemptions, with Merian funds driving the rest....
...Cash is with the Nationwide....
...(As an aside, have a look at the income available from midsized and smaller companies: in mid-July the net dividend yield on the FTSE 250 was 3.3 per cent and that on the FTSE Small Cap index 3.7 per cent...
...“There’s suddenly become a frenzy of freeholders trying to set case law on cap rates,” says Mr Burns. “There’s no case law....
...Small caps are indeed widely held and very expensive on all metrics after close to 20 years of outperformance....
...“Small-cap equities have outperformed large-cap equities, which is a good sign that market expectations for inflation and interest rates are not direct threats to the economic expansion.”...
...Two actively managed funds that he recommends considering are the M&G Global Dividend Fund and the Scottish Mortgage Investment Trust....
...Two actively managed funds that he recommends are the M&G Global Dividend Fund and the Scottish Mortgage Investment Trust....
...To begin with, only about 5 per cent of the weight of each Chinese company’s full market value will be included in the index, and only 222 large-cap companies will be eligible....
...What are other fund managers doing? I mean diversifying internationally is another theme. They are diversifying internationally, and they're diversifying lower down the cap scale....
...Brexit plus significant caps on migration will probably lower employment and real wages by up to 10 per cent over the next five years....
...Vanguard offers a unit trust that tracks the FTSE Global index of large-caps for a fee of just 24 basis points, and an exchange traded fund (ETF) of the same index for 25 basis points....
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