Recent Posts

2011 saw a marked bounce in the total dividends distributed to UK company shareholders, up 12.8%, but this was not universally reflected in the payouts of equity income funds. For investors looking for growing income we higlight the 'sinnners' who cut payouts and the 'saints' who have continued to grow theirs.
[read more]

The game has changed for corporate bond funds following the flood of liquidity from central banks. How has this affected these funds and where should bond investors be placing their money now? We highlight continuing risks as well as opportunities. [read more]

The recent market rally in risk assets has included credit markets. While a rally in high yield corporate bonds is to be expected, the risk rally has also seen a typical investment grade bond fund return nearly 6% over the last quarter.

What is driving the corporate bond market? And will the rally continue?
[read more]

As markets plummet, here's a shopping list of what to buy, and how to implement those purchases. As ever it depends on your risk tolerance and objectives. [read more]

We touched on “how do we measure cheap” on page 7 of TopFunds (email if you haven't had a copy - free of charge to first time enquirers, otherwise £50). Here's an update on what "cheap" might mean [read more]