Issue 91 / January 2023
Two-sided coins
After benefiting from a weak pound last year , Anthony Luzio asks if investors need to worry about a reversal of this trend
P . 6-15
Compounding benefits
Companies reinvesting the profits of steady growth over decades are the unsung heroes of the market , according to James Dow of the Scottish American Investment Company
P . 16-21
Toppled dollar
Daniel Lanyon asks if the dollar ’ s status as the world ’ s reserve currency can be taken for granted in the long term
P . 22-28
Why dividends matter now more than ever
Vehicles such as Henderson International Income Trust ( HINT ) can help investors navigate elevated inflation and higher interest rates , says manager Ben Lofthouse
P . 30-37
A tale of two currencies
Anthony Luzio examines the differing fortunes of two emerging market currencies last year and the impact on investors
P . 38-44
Fund , pension , trust
Liontrust Global Innovation , BlackRock Corporate Bond and Monks Investment Trust find themselves under the spotlight this month
P . 46-51
Payback time
Following last year ’ s shakeup , yields on IA Sterling Corporate Bond funds look attractive once more . Adam Lewis finds out how to approach the rejuvenated sector
P . 52-59
Back to basics
John Blowers reveals three questions everyone needs to ask when they start drawing up their retirement plan
P . 60-71
In good hands
Dunedin Income Growth ’ s Rebecca Maclean says companies that focus on sustainability represent a safer bet for investors ’ capital in the current environment
P . 72-73
What I bought last
Rathbones ’ Emma Saunders says BlackRock European Absolute Alpha can deliver diversification when other asset classes are moving in lockstep
P . 74-75