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Home > Words > Insights

Behind the curve

David McWilliams 18 July 2017 11 min read

Is technology taking over our world and what does it mean for the global economy and for our way of thinking about the world? In this update, we look at the connections between technological innovation, low productivity, wage deflation and the conundrum faced by central banks everywhere…

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Equity Income Fund roundup, June 2017

Mitchell Fraser-Jones 14 July 2017 6 min read

Having enjoyed a strong run in the first five months of 2017, equity markets came under pressure in June.

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Income Focus Fund roundup, June 2017

Mitchell Fraser-Jones 14 July 2017 6 min read

A look at the Woodford Income Focus Fund’s performance and portfolio activity during June 2017…

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Patient Capital Trust update, June 2017

Mitchell Fraser-Jones 14 July 2017 3 min read

The Woodford Patient Capital Trust delivered a positive return in June, with the bulk of positive contributions coming from…

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Compelling valuations in domestic cyclicals

Mitchell Fraser-Jones 29 June 2017 5 min read

Recently, we have seen value emerging in parts of the market that have fallen out of favour, in part as a result of last year’s Brexit vote. Many domestically-focused stocks now look more compellingly attractive than they have done in years.

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Banks back in business

Mitchell Fraser-Jones 29 June 2017 5 min read

For the first time in many years, after a prolonged period of rebuilding capital and recognising losses, UK retail banks are an attractive investment proposition.

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Fixing the broken housing market

Mitchell Fraser-Jones 29 June 2017 7 min read

One part of the UK economy that looks well placed to benefit from this benign outlook is the construction sector. Here we see an industry with positive fundamental dynamics and a long-term opportunity, underpinned by the public sector.

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Contrasting expectations

Mitchell Fraser-Jones 29 June 2017 5 min read

While we have a positive view on the domestic economy, we remain considerably more cautious about the prospects for the global economy.

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Income Focus Fund roundup, May 2017

Mitchell Fraser-Jones 15 June 2017 3 min read

The first full month for our newest fund, find out how the Income Focus Fund fared in May and how the portfolio has evolved…

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Equity Income Fund roundup, May 2017

Mitchell Fraser-Jones 15 June 2017 4 min read

Global equity markets appeared determined to grind higher in May, allowing the fund to deliver a solid positive return…

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