News

05 Sep 2025

Active Exchange Traded Funds – an introduction

While the number of trusts has been falling, certain other, newer, structures have been multiplying. Among these are Long Term Asset Funds (LTAFs) and private structures. Another is the subject of this piece: active Exchange Traded Funds (ETFs). An interesting recent development in the investment companies sector is the planned conversion of Middlefield Canadian Income […]

11 Jul 2025

Overcoming a cash ISA allowance reduction through investment trusts

There has been much press speculation in recent weeks that the Chancellor Rachel Reeves intends to reduce the cash ISA allowance from its current level of £20,000 per annum. The Financial Times reported on 30 June that an announcement is expected in the Mansion House speech on 15 July. Whilst no final decision on the […]

16 May 2025

The importance of “time in” the market over “timing” the market

Equity markets have been on a rollercoaster ride thus far in 2025, largely thanks to one man: President Donald Trump, and his somewhat idiosyncratic views on tariffs and trade. The best measure of this is the CBOE Volatility Index, or VIX, which represents investors’ expectation of volatility over the coming 30 days. Having been below […]