Omnis Income & Growth Fund starts feeling the Whitmore effect
Posted on Tuesday 11th of February 2020
In July, Omnis Investments appointed Jupiter Asset Management (Ben Whitmore supported by Richard Curling) to run the Omnis Income & Growth Fund.
Ben is one of Jupiter’s leading UK fund managers. Omnis specifically sought him to take over this Fund because of his excellent long-term track record in value investing - a style that Omnis wanted to retain within the range - and his skills in identifying opportunities among larger companies. Jupiter also appointed Richard, a specialist in smaller companies, to the Fund. His role is to carefully m...
What to expect from the next Budget
Posted on Thursday 9th of January 2020
The planned Budget last November was cancelled in the run-up to the election. The chancellor Sajid Javid has announced the next Budget will take place on Wednesday 11 March.
The chancellor has pledged to tackle the cost of living and tear up strict budget rules to hike borrowing for infrastructure spending. He will use the Budget to:
- Fulfil government pledges on tax to “help tackle the cost of living for hard-working people.”
- “Level up” economic performance in struggling towns in northern England and the Midlands
- “Build on” recent ...
The electorate has spoken - Conservatives win a majority
Posted on Friday 13th of December 2019
The Results Are In
Following six weeks of intense campaigning, the result is in. The electorate has delivered its verdict.
In Britain’s first December general election in nearly 100 years, the Conservative Party has won a very comfortable majority, soaring past the magic 326 seat mark in the early hours of Friday morning. With the Conservatives now occupying 364 seats with just one left to declare at the time of writing, Boris Johnson’s gamble certainly appears to have paid off – it’s the party’s best election performance since the 1980s. Th...
Time in the market, not timing the market
Posted on Tuesday 3rd of December 2019
As yet another general election looms over the UK population, you could be forgiven for not quite feeling in the festive spirit. I think we can all agree no one really wants to be thinking about politics and the future of the country in December. I’m sure we would all much rather be sipping mulled wine and searching for the perfect Christmas tree.
With more uncertainty in the air we know that many of you might be concerned about what may lie ahead for your investment. It can be tempting at times like these to make short term decisions in an...
Monthly Market Update - September 2019
Posted on Tuesday 1st of October 2019
September saw further drama for UK politics with Boris Johnson’s five-week suspension of Parliament deemed unlawful by the Supreme Court. Judges unanimously upheld an earlier decision by Scotland’s highest civil court. This means Parliament will be meeting during the Conservative Party conference, following another lost vote for a temporary suspension.
In terms of global stock markets, the FTSE 100 bounced back from a tough August, closing September at 7,408.21, which was 2.8% higher than the August closing level.
In the US, the Dow Jones ...
The importance of diversification
Posted on Tuesday 24th of April 2018
With ISA season comes the usual fanfare in the money pages about which investments will deliver the best returns – peppered with the usual important caveats about investment performance and the potential for loss of course.
Every commentator will have a different idea about which areas and which funds are the best bet; and these varying opinions can cause confusion for anyone relying on their expertise.
It’s also important to note that none of these talking heads will be privy to your specific financial circumstances and goals – no matter ...
Are you considering pensions to get money out of your company?
Posted on Wednesday 28th of February 2018
New research has suggested that UK’s Small and Medium Enterprises (SMEs) are optimistic about the global economy and their role in it. If this applies to you and you have built up a healthy balance sheet, you may be considering how you can release money from your business in a tax efficient way.
Most business owners are aware how they can do this through dividend payments or by paying a higher salary or bonus. However, making a pension contribution may be something that you have not considered. We believe this may be an effective tax eff...
Risk vs Reward
Posted on Thursday 15th of February 2018
While homeowners can still benefit from low mortgage rates, savers will be struggling to enjoy any kind of growth on money they have on deposit, leading some to consider a riskier investment.
If you're considering investing in the stock market, one crucial and very personal issue is, quite simply, how you feel about the prospect of putting money at risk and your ability to accommodate any loss in value.
What's your appetite for risk?
It's a fact that risk and the potential for reward go hand in hand: Investments that are low in risk ar...
How we work
Posted on Friday 2nd of February 2018
A year of political change
Posted on Friday 26th of January 2018
2017 was the year of the campaign trail, with several key elections held in countries with great influence on global economics and stock markets. Here, we recap on the political posturing that defined 2017, and what it meant of the global stock markets.
On 20 January, Donald Trump was inaugurated as the 45th President of the United States. Global stock markets had rallied since the election result on 8 November, with many in corporate America hoping to benefit from promised tax reforms. Not everyone was happy. The day after Trump's inaugu...