Month: January 2017

I’ve never thought of my dividend-focused investment strategy as being primarily rules-based. In changing times—and the times are always a-changing’—it helps to have a flexible view of the world. For example, when buying a stock, I always require the prospect of acceptable dividend growth going forward. But that, of course, […]

Cash for Votes It is becoming increasingly difficult to believe that Chancellor George Osborne has much idea how to get the economy back on track. Or should one say that he has not got the faintest idea? No-one can seriously suggest that he caused the nation’s economic difficulties—I think even […]

UK Equity Income funds have been the most popular areas for UK retail investment in eight of the last 12 months. Investors clearly remain very focused on the importance of deriving income from their investments. Whether it is from Murray International Trust, with a 5.33% yield, with its material weighting […]

Weatherford International (WFT) Return in 2016: 7.2% Weatherford provides a portfolio of oil and gas equipment and services, with offerings catering to all geographies and different types of oilfields. Since the golden years for oil services in the 2000s effectively ended with the global financial crisis, Weatherford has been in […]

Morningstar approach the analysis of Closed Ended Funds (Investment Trusts) with the same vigour and methodology that we apply to any other investment strategy and we feel very strongly that they can and should play a central role in many client portfolios. There is much to like about the structure […]