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Progress ain’t what it used to be…

All statements made in this article are opinions of the writer(s) and are not to be constituted as advice. Please refer to our full Risk Warning at the end of the article.   Time was, most UK companies aspired to have a “progressive” dividend policy. This meant that they hoped to pay a dividend per

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Bonds, TINA and Alice

All statements made in this article are opinions of the writer(s) and are not to be constituted as advice. Please refer to our full Risk Warning at the end of the article. Bonds The yield of the UK 10 year gilt has risen from under 1% at the start of the year to nearer 4%

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Timing the market: can it be done and is it even worth trying?

  All statements made in this article are opinions of the writer(s) and are not to be constituted as advice. Please refer to our full Risk Warning at the end of the article.   Some hedge funds brag about calling turns in the market. They place massive bets on the back of their confidence. George

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Love me two times

There are two reasons to love equity Income funds. The first is the power of re-investing the income. Most market indices, such as the FTSE, the Dow-Jones or the Nikkei, are capital only, so ignore the income investors would receive from owning those equity markets. Ignoring the income is to ignore a major plank of

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The fat and the thin of it

Source: Refinitiv Eikon   In the book of Genesis the Pharaoh of Egypt was warned by Joseph that he would enjoy seven fat years of good harvests to be followed by seven lean years. Investing’s ups and downs show similarities to the varying floods of the river Nile. In our chart we show (in dark

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Inflation – when cash turns to trash

In Pride and Prejudice Mrs Bennet exclaimed about Mr Darcy: ‘..what jewels, what carriages you will have…Ten thousand a year! Oh, Lord! What will become of me. I shall go distracted.’ If Mr Darcy turned up today armed only with £10,000 he would come with a plastic earing in one ear and jingling the keys

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Mr Cover Lover

Dividend cover is a simple calculation to provide investors with an idea of whether companies are paying dividends that they can afford. The calculation looks at the ratio of a company’s net income to the total dividend paid to shareholders. Put simply, if a company has a net income of £10m and they pay out

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Remember growth? It never goes away

PEGwatch was asked to give a view on the outlook for the UK market, more particularly for the type of shares we like to hold in Slater Growth and Slater Recovery. To discuss this it’s easier to take the UK mid-cap index as a proxy. For starters, below we  compare the growth in earnings per

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