What Investment articles from September 2001

What Investment archives from September 2001

From euphoria to paranoia.(as Bank of England cuts interest rates)
September 1, 2001... Another month, another interest rate cut. The Bank of England delighted mortgage-holders and manufacturers alike by cutting base rates by 0.25 per cent to 5 per cent. This is the lowest level since 1964 and the fourth time this year that rates...

Private lives.(Credit Suisse introduces four investment strategies)(Brief Article)
September 1, 2001... Credit Suisse has unveiled its Private Portfolio Service, offering four investment strategies assembled from a range of funds of funds. The portfolios will include: Income, UK Growth Plus, Income and Growth, and Worldwide Growth and will be...

Commission cap hints.(Brief Article)
September 1, 2001... Financial advisers could face caps on investment commission in the wake of a Treasury-commissioned review into long-term savings. The review, to be carried out by Ron Sandler, will investigate whether or not the current commission structure...

Special offer.(from)(Goy Harris Cartwright)(Brief Article)
September 1, 2001... Goy Harris Cartwright, an integrated stockbroking, investment and fund management house, has published its second Private Investor Guide, which includes information on investment trusts and other investment companies. Our friends at Goy...

top ten funds.(Statistical Data Included)
September 1, 2001... top ten funds Unit trusts/OEICs One year Performance 1 B.Gifford Corporate Bd B 148.77 2 Govett US Bear 126.81 3 S & F Hiscox Ins Ptfl Inc...

Premier Portfolio Managers.(launches new portfolio)(Brief Article)
September 1, 2001... Premier Portfolio Managers has launched the Premier C-lect Cautious Portfolio, which will be offered as part of C-lect portfolio services that are available to clients with a minimum of 20,000 [pounds sterling] to invest. C-lect can be used as...

Taylor Young.(Taylor Young Investment Management introduces growth fund)(Brief Article)
September 1, 2001... Taylor Young Investment Management has launched the Taylor Young Growth fund. This OEIC will aim for long-term capital growth and will invest on a thematic basis in UK equities. Minimum investment: 7,000 [pounds sterling] lump sum ...

Standard Bank Offshore.(launches range of funds)(Brief Article)
September 1, 2001... Standard Bank Offshore has launched a range of funds reflecting different investment strategies and designed for investors looking for global exposure to a number of leading fund managers. The Standard Bank Strategist Funds, a collective...

Product of the month: Gartmore Stable Growth Portfolio.(Brief Article)
September 1, 2001... Gartmore has launched the Gartmore Stable Growth Portfolio, designed to generate stable capital growth over the longer term from investment in lower risk securities, primarily zero-dividend preference shares. The portfolio will be run by senior...

Also launching this month ...
September 1, 2001... * Norwich & Peterborough Building Society and Norwich Union have joined forces to offer the Portfolio Bonus Bond (3rd Issue) to investors seeking an equity investment for a term of five years or more. At least 80 per cent is invested in Norwich...

AIB Govett.(introduces Corporate Monthly Income Fund)(Brief Article)(Product Announcement)
September 1, 2001... AIB Govett has launched the Corporate Monthly Income fund which invests in investment-grade corporate bonds. The fund has been structured to minimise UK income tax for basic-rate taxpayers to 10 per cent, and 32.5 per cent for higher-rate...

Best of breed.(fund management)
September 1, 2001... Size isn't everything in the fund management world and big isn't always beautiful. Sally Wright looks at the smaller players providing big returns for investors It's amazing how the pull of advertising sucks in even the most vigilant of...

Crystal clear pensions.(investment trust-based personal pensions)
September 1, 2001... Opening a personal pension based on investment trusts is a low cost and flexible way of planning for your retirement. Hilary Osborne examines the options Transparency isn't necessarily a virtue -- paint, for example, needs to be opaque,...

Carry on PEPing.(personal equity plans)(Statistical Data Included)
September 1, 2001... Hilary Osborne highlights the benefits of the multi-manager PEPA as a convenient and easy way to diversify your investments Once upon a time, not so long ago, there was a savings vehicle called a PEP. Many investors loved this product and...

Packing some punch.(investing in derivatives)
September 1, 2001... Jim Hawkins explains how private investors can use derivatives as part of their investment strategy Once the domain of financial institutions, derivatives are highly geared vehicles for making money, saving money or preventing loss. They...

Turn on to TEPs.(traded endowment policies)
September 1, 2001... What Investment reviews the online options in the endowment market With equities bouncing along in a most precarious manner and interest rates scraping the bottom of the barrel, putting a proportion of your investment into a lower risk but...

United States.
September 1, 2001... A mixed bag Each month, What Investment speaks to the top-performing fund managers in six global markets, and asks them to reveal the key issues currently driving their stock-selection decisions. Attention remains focused on the...

United Kingdom.(cuts interest rates to forestall recession)
September 1, 2001... Under pressure Interest rates are cut again to prevent the UK economy from pitching into a full-blown recession Very few investors can have failed to notice that economic growth is slowing down throughout the world. This is a...

Europe.(economy and the stock market)(Brief Article)(Industry Overview)(Statistical Data Included)
September 1, 2001... Hovering on the brink Company results and forward statements show a lack of earnings visibility and structural problems in several major sectors European stock markets are suffering from the same malaise that is affecting other parts...

Far East.(investment conditions, China and Japan)(Brief Article)(Statistical Data Included)
September 1, 2001... At the mercy of others China appears to offer the best long-term prospects while Japan slips further off the buy list "The Asian economies are beginning to suffer badly from the slowdown in the US," comments David Coy of stockbrokers...

Market insider: Japan.(Brief Article)(Statistical Data Included)
September 1, 2001... Continuing our series providing a fundamental analysis of a region from an economic and political perspective. This month, Michael Wilson considers the prospects for Japan Junachiro Koizumi, the barnstorming reformer who took over as...

Market View.(current events)(Brief Article)(Industry Overview)(Statistical Data Included)
September 1, 2001... At one stage last month the FTSE 100 index fell back to levels not seen since the Russian crisis of 1998. A week-long end-of-month rally provided some relief, but with trading volumes still painfully thin, any move (in either direction) was...

FTSE 100 INDEX.(Statistical Data Included)
September 1, 2001... FTSE 100 INDEX Stock 1 month Rank 1 year Rank Yield FTSE 100(*) 97.99 86.86 N/A FTSE All Share (xd adj) 97.72 89.09 0.00 FTSE...

General retailers sector view.(consumer spending)(Brief Article)(Industry Overview)(Statistical Data Included)
September 1, 2001... I am clearly unusual. Anticipating harsh economic times ahead I save diligently and the only stores I tend to visit are supermarkets and newsagents. But, as I noted, I am a freak. Most consumers have for the past year acted as if nothing could...

General retailers share view.(Industry Overview)(Statistical Data Included)
September 1, 2001... If general retail was regarded as decidedly `old hat' for much of the past few years, then the department store sub-sector was regarded as well past its sell-by date. But some management teams have proved that it is possible to sweat these...

Actively seeking profits.(Mutual Funds)
September 1, 2001... It's very easy to understand why you might need a European fund to balance your portfolio or a US fund to boost your international exposure but what role do some of the smaller more obscure sectors have in the fund management arena. Why, for...

UNIT TRUSTS/OEICs: Performance tables.(Illustration)(Statistical Data Included)
September 1, 2001... UNIT TRUSTS/OEICs: Performance tables WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and 10 years to 1 August 2001, on an offer-to-bid basis with net income...

Calling all specialists.(british mutual funds)
September 1, 2001... Last year's reorganisation of investment trust sectors left many funds literally in a class of their own. Funds such as the Taverners trust, Tea Plantations Fund and Merrill Lynch Global Mining found themselves on their own or, at best, one of...

INVESTMENT TRUSTS: Performance tables.(Illustration)(Statistical Data Included)
September 1, 2001... INVESTMENT TRUSTS: Performance tables WHAT THE TABLES SHOW The figures show the value of 100 [pounds sterling] invested over six months, one, three, five and ten years to 1 August 2001, on a mid-market basis with net income...

Money clinic.
September 1, 2001... A panel of independent experts answer readers' financial planning and investment queries Making gifts Following legal advice provided when we last updated our wills, my wife and I jointly own our present home as tenants-in-common. ...

Best ways to save.(savings account services)(Illustration)(Statistical Data Included)
September 1, 2001... Best ways to save INSTANT ACCESS ACCOUNTS Company Account Name Balance of 500 [pounds sterling] Halifax (www.halifax.co.uk) Web...

TOP-PERFORMING UNIT-LINKED PENSIONS.(Illustration)(Statistical Data Included)
September 1, 2001... TOP-PERFORMING UNIT-LINKED PENSIONS Five years to 1 August 2001. Results of 100 [pounds sterling] invested on an offer-to-bid basis with gross income reinvested. Source: Standard & Poor's Australasia FP Australian (ex NM)(**)...

Financial Contacts PEP Transfer Directory.(Personal Equity Plan)(Directory)(Illustration)
September 1, 2001... Financial Contacts PEP Transfer Directory NAME & ADDRESS NAME OF MIN AMOUNT TO SCHEME BE TRANSFERED Baillie Gifford Savings Baillie Gifford 3,000...

ISA CHOICE SUPERMARKET.(Individual Savings Account)(Statistical Data Included)
September 1, 2001... The new way to get your ISAs and PEPs moving WELCOME... to a new way of investing Welcome to the ISA Choice Fund Supermarket - and welcome to a great way to spread your ISAs and PEPS. No longer will you have to select just one...