Research
We do not undertake corporate finance, market making or proprietary dealing as a firm. Our research is therefore strictly independent, without conflicts of interest.
Our in house research team’s sole purpose is to scour the investment universe in order to provide you with a range of timely and sound investment ideas which would add value to your portfolio and help towards achieving your investment objectives.
Our research is multi-asset in its focus, with our dedicated funds research team enabling you to look beyond equities and bonds and diversify into other asset classes, such as real estate, commodities and hedge funds, just to name a few.
Our Equity research recommendations comprise:
Large Cap
Equity investment ideas in the FTSE 100 or FTSE 250 which the Research Team
believe will generate returns ahead of the FTSE All Share index.
Small Cap
Small Cap equity investment ideas which the Research Team believe will generate returns ahead of the FTSE Small Cap index over the long term.
Our Funds research recommendations comprise:
Absolute Return
Funds that aim to generate an absolute return, i.e. a positive return irrespective of equity or bond market direction.
Income
Income producing funds which are attractive in the context of the yield available from cash, gilts and UK equities.
Growth
Funds which the Research Team believe have the potential to generate a high level of capital growth over the long term.
Our periodic publications comprise:
Daily Note
A summary of the day’s newsflow and an update of opinion on covered stocks.
Listed Funds Bulletin
Focusing on London-listed (main market and AIM) Closed-Ended Funds.
ETFs Bulletin
Focusing on London-listed Exchange Traded Funds (ETFs) and Exchange Traded Commodities (ETCs).
We can automatically email clients copies of our research notes and periodic publications. In addition, we offer a CFD / Spread Betting SMS alerts service.