View more on these topics

Investor confidence is continuing to rise

Private investors felt more positive about markets in December than for the last seven months, according to the Interactive Investor sentiment barometer.

The barometer stands at 60.8 per cent, increasing for the fourth consecutive month and up nearly 10 per cent since last August.

It works on a percentage system, where 0 represents a bear market and 100 represents a bull market.

Head of public relations Martin Campbell says the trend of monthly rises has ramifications for the wider investment community as it suggests that the markets are set to do “the right things” over the next few months.

Results show that the Far East excluding Japan is still the most popular region for inv-estment, with 24 per cent of respondents believing it offers the best prospects over the next year. Emerging markets follow with 23 per cent and UK equities with 14 per cent.

Energy and mining is still the most popular sector for growth over the next year, with 17 per cent.

Drugs and healthcare is the sector that shows the biggest movement, rising by 5 per cent to 16 per cent from 11 per cent last month.

Campbell says: “The barometer results should raise a few eyebrows among the IFA community. The results are generalised but they suggest that the next few months should be a good time for investing.

“We are also seeing that the number of share traders who are net buyers is continuing to climb.It has now risen in each of the last six months.”


Old gold – Keith Popplewell

In my last article, I began to look at recent and imminent developments in the pension world. Over the next few weeks, I intend to discuss the implications for clients in all the areas undergoing change (see table below) and identify how knowledgeable financial advisers can add value to these clients.

New Star warning on reviewing portfolios

New Star Asset Management believes that individual inv-estors may be suffering significant losses because they are not regularly reviewing their portfolios. The firm carried out a survey in association with NMG among 617 investors regarding the frequency with which they review their portfolios. It found that 37 per cent of investors never review their investment […]

Out of context

“I have to make all my business calls from the shed.” – An IFA is forced outside by his wife.“As we’re all likely to get picked on tonight, let me contrib-ute.” – Destini Radnor MD Barry Thorpe cracks the ice with female guests at the Women’s IFA Group dinner.“Inside me is a skinny woman screaming […]

Home brew

Despite a brief interruption by my ramblings on the pre-Budget report, I have recently been concentrating on the important subject of inheritance tax planning using the principal private residence. On the face of it, this may seem like a subject of only passing importance to financial advisers as it does not involve any financial product but this would be a short-sighted view.

HMRC helping to remove artificial gains

An investment bond offers investors certain tax advantages, one of which is the ability to take partial surrenders from the investment. This facility allows the policyholder to withdraw amounts up to 5% of the amount invested each policy year on a tax deferred basis, without incurring any immediate tax liability. This tax deferred allowance can […]


News and expert analysis straight to your inbox

Sign up


    Leave a comment


    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm