Points of view: Global markets and Coronavirus
Equity markets suffered broad-based weakness last week due to increasing concerns about the impact of the Coronavirus.
Stocks in Focus: Herald Investment Trust
This week Jason Butler of NW Brown Wealth Management looks at Herald Investment Trust, a UK-based collective fund that invests primarily in UK and North American mid to small cap companies within the technology, media and telecoms (TMT) sectors.
Stocks in Focus: Bankers Investment Trust
This week Alastair Macdougall of NW Brown Wealth Management looks at The Bankers Investment Trust. This Trust aims to provide investors with a globally diversified portfolio that will achieve capital growth in excess of the FTSE World Index, over the long-term, while providing annual dividend growth greater than inflation.
Stocks in Focus: Diageo
This week Danielle Gibson of NW Brown Wealth Management looks at the global alcoholic beverages company Diageo following the release of its half year results for the six months ending 31 December 2019.
Stocks in Focus: Unilever
This week Harry Tyler of NW Brown & Co looks at Unilever, the global consumer goods company, which announced full year results to 31 December 2019.
Stocks in Focus: Fundsmith Equity Fund
This week Laura Davies of NW Brown Wealth Management looks at the Fundsmith Equity Fund, an £18.8bn strategy managed by Terry Smith that cemented its status as the UK’s largest fund in 2019.
Stocks in Focus: Pennon Plc
This week Girish Ramrous of NW Brown Wealth Management looks at Pennon Plc, following reports last week that it is preparing to sell off its waste management division, Viridor.
Stocks in Focus: Trojan Fund
This week Harry Scargill of NW Brown Wealth Management looks at the Trojan Fund, an open-ended investment fund which aims grow investors capital (net of fees), ahead of the UK Retail Prices Index over the longer term, which the managers describe as being five to seven years.
Points of View: Global Markets
This week NW Brown & Co's Chief Investment Officer, Jason Butler, looks back at markets over the past year.
Points of View: “Bricks and mortar” property funds
M&G’s recent announcement that it had suspended dealing in its UK Property Portfolio Fund came as an unwelcome surprise to investors.
Stocks in Focus: British American Tobacco
This week Colin Manktelow of NW Brown Wealth Management looks at British American Tobacco following its recent trading update.
Stocks in Focus: Pennon Group
This week Girish Ramrous of NW Brown Wealth Management looks at water and waste management company, Pennon, which recently published its half year results for the six months ended 30 September 2019.
Stocks in Focus: Liontrust Special Situations
This week Alastair Macdougall of NW Brown Wealth Management looks at the Liontrust Special Situations fund, an open-ended investment vehicle that operates within the UK All Companies sector.
Stocks in Focus: National Grid
This week Trina Yates of NW Brown Wealth Management looks at the electricity and gas utility company National Grid following the recent release of its half year results.
Stocks in Focus: Convatec
This week James Ross-Russell of NW Brown Wealth Management looks at Convatec, the global medical products and technologies company, which released third quarter results recently.
Stocks in Focus: BT
This week Laura Davies of NW Brown Wealth Management looks at the British multinational telecommunications company, BT, following the recent release of its first half results.
Stocks in Focus: CLS Holdings
This week Harry Tyler of NW Brown Wealth Management looks at CLS Holdings, the UK listed property Investment Company, primarily involved in letting offices in non-prime locations.
Stocks in Focus: Rio Tinto
This week Colin Manktelow of NW Brown Wealth Management looks at Rio Tinto, the Anglo-Australian mining company, which announced last week that they were teaming up with China’s largest steelmaker, China Baowu Steel Group, to develop ways to reduce carbon emissions as part of the steelmaking process.
Stocks in Focus: Babcock International Group Plc
This week Girish Ramrous of NW Brown Wealth Management looks at Babcock, the highly-specialised engineering support services group that delivers complex and critical support to the defence, oil & gas and education sectors among others.
Stocks in Focus: Invesco High Income Fund
This week Alastair Macdougall of NW Brown Wealth Management looks at the Invesco High Income Fund, which has been managed since 2014 by industry veteran Mark Barnett, when he took over from departing manager Neil Woodford.
Stocks in Focus: Melrose
This week Danielle Gibson of NW Brown Wealth Management looks at Melrose Industries, the UK-based company that specialises in buying and improving good manufacturing businesses that have been underperforming.
Stocks in Focus: Greene King
This week Harry Tyler of NW Brown Wealth Management looks at Greene King.
Points of View: Troy Asset Management hires Blake Hutchins
This week Harry Scargill of NW Brown Wealth Management looks at the Trojan Income Fund, a fund that aims to provide investors with sustainable and growing income with the potential for capital growth.
Stocks in Focus: Prudential Plc
This week Jason Butler of NW Brown Wealth Management looks at Prudential, the global life insurance and asset management firm, following a positive trading update last week covering the first six months of 2019.