Funds Updates

There are risks and dangers that lurk around a surging market rally. Stephen Yiu writes on how to deliver consistent significant outperformance successfully with hard work and discipline.

The most detailed and accurate research is useless unless you also have a buy or sell decision based on valuation; similarly, an investment decision without a fundamental understanding of a business is no better than investing on the roll of the dice.

Third quarter of 2020 review of the High Yield Market & the Liontrust High Yield Bond Fund & outlook for the High Yield Market as the year continues.

One topic that often comes up in conversations between investors is technology. Given the significant outperformance from “Tech stocks” after lockdown, Stephen Yiu visits this topic, clearing up some misconceptions and shares his views on the New World that’s emerging.

Stephen Yiu discussed companies that can be described as the Lockdown Survivors and the Beneficiaries of accelerated adoption.

Review of the High Yield Market in the second quarter of 2020 & outlook for the High Yield Market as the year continues.

Many are speculating that companies, now at bargain basement prices, should recover to their pre-Covid levels and therefore represent extraordinary value for investors. Stephen Yiu outlines three types of companies that he thinks are best left alone for the time being.

In light of the recent Covid-19 related market sell-off, Stephen Yiu answered questions from investors about actions taken at a fund level and the fund’s positioning going forwards.

With rising concerns about cancelled and suspended dividends from equities, high-quality high yield bonds can replace any missing income stream without taking on excessive risk as the world navigates the economic fallout from Covid-19.

Review of the High Yield Market in the first quarter of 2020 & outlook for the High Yield Market as the year continues.