Fundamentals News & Insights

Companies

AIM IHT portfolios for INCOME? Is it worth it?

AIM isn’t a market that’s generally considered for its dividend and income attractions, and we have always expressed caution on AIM companies paying out high dividends, when they should be putting their cash to better use. However, the steep decline in share prices of many good-quality AIM companies has seen dividend yields soar to levels…

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Storms continue to batter global markets

Global Markets Continue to Struggle The outlook for global economies continues to look challenging, with high inflation and rising interest rates potentially tipping many countries into recession. As a result, global stock markets, led as usual by the US, have been suffering for quite a while. Unfortunately AIM has not been immune to this, with…

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AIM for Positive Impact

ESG initiatives from our portfolio companies In our last blog  – which can be read here; we announced that Fundamental Asset Management is now a signatory to the Principles for Responsible Investment. In further recognition of the growing importance of Environmental, Social and Governance (ESG) issues, we  are producing a series of Blogs titled ‘AIM for Positive Impact’

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The Fundamentals #9 – Our Investment Approach

The Key Criteria In the ninth of our series – The Fundamentals – about going back to the basics of investing in AIM shares for Inheritance Tax (IHT) planning purposes, we look at the Fundamental Asset Management investment approach. The Fundamental Asset Management investment approach is best described as, stock specific and growth focused, with a value

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AIM market sell-off – what we are doing

Don’t pander to Mr Market The week is closing with another big stock market sell-off and, as is once again the case, the shares of smaller companies, particularly those on AIM, are having a tougher time than the blue chips. Russia’s diabolical invasion of Ukraine has further destabilised a fragile

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Volatility brings Opportunity to AIM IHT planning investors

Growth stocks sell-off presents buying opportunity Equities in general continue to be weak and volatile as investors weighed mostly positive US earnings reports against the threat of rising interest rates. Last week, the BoE’s monetary policy committee voted to increase the base interest rate by 25 basis points to 0.5%.

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Fundamental Asset Management in The Telegraph

Only half IPOs on AIM in 2021 above their listing price 2021 is proving to be the first year since 2014 that Initial public Offerings (‘IPOs’) on London’s AIM market have exceeded cancellations, although our research, which was picked up by The Telegraph’s Questor column, indicates that it’s proved hard

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