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The Insights

At TILLIT we are big believers in learning and broadening our horizons. We also think that there is too much noise in the world of stock markets and investing today. Our focus is on the long-term and that is reflected in our various Insight articles, from opinion pieces to interviews and beginners’ guides, and even our market updates only come out quarterly.

The opinion

The future of cities

By Tom Walker - Co-head of Global Real Estate Securities, Schroders
Reading time: 6 minutes

Pandemics are not new to cities. We can look as far back as 430BC when the Plague of Athens devastated the city-state, or more recently to Spanish flu in the early 20th century. In every crisis, cities do what they do best – innovate. These dramatic events led to innovations such as running water, sanitation, sewers and open space, all of which led to disease rates falling dramatically. The COVID-19 pandemic will be no different. Cities will innovate, invest and emerge stronger. But it has prompted the question: What does the city of the future look like?

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The opinion

Making an impact in emerging markets

By Mike Sell - Head of Emerging Markets, Alquity
Reading time: 7 minutes

As the dust settles after the Glasgow COP26 meeting, it is clear that emerging markets and particularly the two largest players of China and India have emerged with their reputations tarnished. Despite India’s major announcements at the start of the meeting, its insistence along with China to adapt the wording to “phase down” rather than “phase out” unabated coal power stole the headlines. Should we characterise these countries as the villains in the fight against climate change or is the situation more nuanced? What implications, if any, does this have for the future of ESG and sustainable investing in emerging markets?

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Markets

Quarterly investment review - Q4 2021

By Gavin Haynes
Reading time: 6 minutes

As we go into the final quarter of 2021, we look at how different asset classes and stock markets have been performing, which funds and sectors have been the winners and losers over the past quarter and what’s on the minds of some of our fund managers.

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Short reads - Styles & themes

VCTs: Exploring unique investments while saving on your taxes

By Anna Fedorova
Reading time: 6 minutes

Once considered a niche investment option, Venture Capital Trusts (VCTs) have seen a boom in demand over recent years, raising a total of £619m during the 2019-20 tax year, the third highest amount since 2006. Investors are attracted to these vehicles by the lucrative tax breaks and the innovative areas they invest in, but they don’t come without caveats.

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Short reads - Asset allocation | Styles & themes

Property funds: Safe as houses?

By Faith Archer
Reading time: 7 minutes

Investors wishing to profit from property prices and rental yields don’t have to buy a house, when they can invest in property funds instead. Rather than heading to an estate agent, try an investment platform. You can snap up a stake in a property fund with much less money and hassle than buying a building.

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