Press Articles
Income portfolios
Income Portfolios: David Liddell talks with David Baxter of the Investors’ Chronicle about the performance of his income portfolio and changes he has made. His equity based portfolio produced strong returns over the year to 30th September 2021 and achieved an income yield of over 5%. His new income portfolio aims to achieve an income return of over 4.5%.
Is it worth buying an investment trust on a premium
Jennifer Hill writes for Interactive Investor on when it is worth buying an investment trust on a premium.
Investent trusts for Income
Jen Hill writes for Citywire on using investment trusts for income . She quotes from a number of wealth managers including David Liddell of IpsoFacto investor.
Saving for children by using investment trusts
Jennifer Hill writes for the Alliance Trust on the attractiveness of using investment trusts for saving for children. Growing capital over the long term can help finance school fees, university tuition or a deposit on a first home. She quotes from a number of analysts, including David Liddell, Jason Hollands of Tilney and James Carthew of QuotedData. Their global reach and long term focus are among the strengths of investment trusts in growing capital for children.
Are investment trust management changes paying off?
Jennifer Hill writes for Interactive Investor looking at the revamp of three investment trusts: Schroder UK Public Private Trust, Edinburgh Investment Trust and Alliance Trust. David Liddell is among analysts reviewing these recent investment trust management changes; David comments on Edinburgh Investment Trust which in March of this year changed fund manager from Invesco to Majedie.
Top 100 Funds from the Investors Chronicle
David Liddell is among the panelists advising the Investors Chronicle on their selection of 100 of the best actively managed funds. The top 100 is a useful guide both to the range of funds available and wealth managers’ current views on which funds to select.
How much cash should you hold
David Liddell sets out his views on investment allocation to cash with the Investors Chronicle Mary McDougall. IpsoFacto sees cash as an important element of investment allocation, particularly when bond prices are so high. We entered the Covid crisis holding 30% in cash and then took advantage of market falls in March 2020 to add to equities.
Global Income: eight top picks
Eight top picks for Global Income from analysts and wealth managers. David Liddell comments on JP Morgan European income Trust as an attractive dividend payer outside the UK.
Investment mistakes to avoid during market volatility
David Liddell speaks to the Investors Chronicle about common investing mistakes made during periods of market volatility.
Tips on drip feeding cash into the market
How to tackle investing in distressed markets.