The unreliable size effect

The long run-up to the Budget gave rise to fevered and increasingly alarmist speculation about its contents. This descended into chaos as frantic lobbying by interested parties, dire warnings by exper

The autumn Budget was less the promised “reboot of UK capital markets” and “more a light dusting of the keyboard”, says Tim Focas in City AM. A three-year stamp duty holiday for new listings is all ve

“Emerging markets are shooting out the lights,” says Leslie Norton for Morningstar. The diverse grouping, which ranges from Latin American commodity producers to Asian technology powerhouses, has lagg

“The true investor… will do better if he forgets about the stockmarket and pays attention to his dividend returns.” – Benjamin Graham Dividend income has always been one of the key contributors to equ

The stockmarket setback in 2022 was especially painful for investors in investment companies because many trusts also saw a sharp widening in their discount to net asset value (NAV). Starting from an

THREE YEARS OF EUPHORIA IN STOCKS AND OTHER ASSETS HAVE INVESTORS BRACING FOR TROUBLE. HERE’S WHAT TO DO IF BAD NEWS ARRIVES.