Troy Asset Management

The gold price has rebounded off lows seen at the end of last year, having endured one of its worst ever years in performance terms, but is the rally about to run out of steam?

Macro data was at the forefront of investors' minds this week, after a surprise drop in UK inflation sent the pound lower.

In an environment where bonds have sold off and equities look expensive, providing a return above inflation is tough, Edward Allen of Thurleigh Investment Managers tells Anna Fedorova.

Troy's Francis Brooke has used inflows into his £1.3bn Trojan Income fund to initiate a position in Lloyds Banking Group ahead of the bank's return to the dividend register.

Some of the largest multi-asset funds in the UK retail space have seen performance slump in recent months after they struggled to navigate a difficult summer.

Mark Barnett's Invesco Perpetual UK Strategic Income fund is among a handful of UK equity income vehicles to have displayed a lower maximum drawdown than Neil Woodford's portfolios over the past five years.

The US government shutdown combined with growing concern over the country's debt ceiling have led to renewed fears US equity markets could sell off heavily if the impasse continues.

Troy Asset Management CEO Sebastian Lyon has pledged to retain his 'natural caution' in the face of an increasingly optimistic atmosphere for equity investment.

Central bankers are backing themselves into a corner in their attempts to fine-tune unorthodox monetary policies, according to Troy Asset Management's Sebastian Lyon.

Is cash now the go-to asset? Leading investors are rediscovering its attractions as market valuations reach breaking point and inflation levels drop to historic lows.