The Fund Manager

UK dividend stocks portfolio 2022 half-year update

by John Kingham | Aug 22, 2022

Welcome to a slightly delayed 2022 half-year review of the UK Dividend Stocks Portfolio. My original plan was to review the portfolio in July, but work (mostly a slew...

The Fund Manager

Tory leadership special: Rishinomics does not work

by Ben Habib | Aug 2, 2022

The dividing line between Sunak and Truss has been economic policy. Sunak has tried to paint himself as the frugal guardian of the nation’s wealth, with the implication that...

Golden Oldie

Creating a buildings emergency

by Ben Habib | Jul 26, 2022

Originally published June 2022. The UK’s commitment to deliver net zero by 2050 risks more than a cost of living and energy crisis. By 1 April 2027, it will be illegal to lease a...

Golden Oldie

Letter from Berlin: Berlin’s great white elephant

by Andy Watson | Jul 25, 2022

Originally published July 2022. Just after the fall of the Berlin Wall, I moved to the city for what proved an intense and life-changing experience. Last week I travelled there...

The Fund Manager

A bear market would leave the FTSE 100’s CAPE at attractive levels

by John Kingham | Jul 18, 2022

After spending many years as an unloved also-ran, the FTSE 100 is finally getting its moment in the spotlight. While it hasn't produced any growth in 2022, it has managed...

Golden Oldie

Why staying liquid is wrong

by Andreas Calianos | Jul 13, 2022

Originally published October 2021. If there’s one thing you hear constantly in finance and investing, it’s stay liquid. That bit of advice is so common that most investors, from...

Golden Oldie

Investment lessons from our ancient ancestors

by Chris Urwin | Jul 12, 2022

Originally published March 2022. Today, insurance, social security and modern medicine help us cope when something bad happens. As we manage risk in our day-to-day lives, we can...

The Fund Manager

Should you buy Rio Tinto for its 17% dividend yield?

by John Kingham | Jun 29, 2022

Rio Tinto's shareholders are probably very happy. Thanks to significantly higher prices for its core products of iron ore, aluminium and copper, the company's 2021 dividend comes...

The Fund Manager

How inflation affects dividend stocks

by John Kingham | Jun 8, 2022

(and what can you do about it). Inflation is expected to exceed 10% later this year and could stay above 5% through 2023, 2024 and perhaps even longer. And that may be...