This site requires JavaScript for certain functions and interactions to work. Please turn on JavaScript for the best possible experience.
12Sep2013
Since 22nd May emerging market equities have fallen 12%. On the face of it this is good for anyone considering income from this source, as falling prices mean the income yield, from dividends, goes up. But can dividend payouts from emerging market companies be maintained? Is this a sensible investment for UK-based income investors?
By Brian Dennehy
Access Level | member
Dividend Watch
Here we look solely at the total return of two equity income categories, UK and Global funds.
06Sep2013
There is much talk about UK equity income funds at the moment, with many standing to gain from a holding in Vodafone. Vodafone are set to accumulate a mountain of cash from selling their 45% stake in Verizon Wireless.
By Ruairi Dennehy
Fund analysis
02Sep2013
Next Friday (6th September) is the second anniversary of the gold price peak at $1921.50. The lowest point since then is $1180, on 28th June 2013. The unbroken spirit of the gold bugs suggests a deeper low is still some way below $1180, and our long term target remains on the range of $700-$1000.
30Aug2013
Some very fringe funds are looking Hot, whereas India, Asia, and emerging markets are definitely Not.
What is wrong with us? We fail to see a crisis in advance, but when we look back it falls into the “bleeding obvious” category. This is one of many inherent limitations with which the vast majority of investors labour. It is called “optimism bias”.
India has been in the news lately, as its currency collapsed in the wake of talk that QE will be withdrawn (so called tapering). What’s gone wrong?
By
21Aug2013
Oil stocks look VERY good value. Below we explain why they look cheap, the possible future scenarios and how investors can exploit them.
Emerging markets are getting twitchy this week. Though we remain more pessimistic than most about the global economy, sometimes an asset is so cheap and/or beaten-up that it demands attention. Now is such an occasion for emerging markets.
20Aug2013
NOTES FROM INDIA, KUNAL DESAI, FUND MANAGER OF THE NEPTUNE INDIA FUND, FUND MANAGER DIARY 21-27 APRIL 2013
By Neptune Investment Team