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THE INVESTOR
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03
ANALYSIS
04 News
The new Lifetime ISA, Stamp Duty
changes for buy-to-let properties
and new dividend tax allowances
06 Negative interest rates
Analysing the growing trend of
negative interest rates and what this
means for investors and the economy
14 Swede dreams
Why a long-term strategy to promote
IT has paid off for tech-based
Scandinavian companies
18 Breaking the mould
How a number of high-profile women
are helping to close the gender gap
22 The robot revolution
Does technology solve many of the
problems facing mankind, or will it
threaten millions of jobs?
IN YOUR INTEREST
09 The generation game
As people live longer, the need to
manage wealth across generations
is becoming increasingly important
12 Ride out the storm
Why keeping your nerve during market
fluctuations pays off in the long term
INTERVIEWS
16 Grape expectations
Patrick McGrath, CEO of wine
agents Hatch Mansfield, explains
why his firm has teamed up with
Champagne-makers Taittinger
20 Taking opera to the masses
A look at how OperaUpClose has
been able to make opera more
accessible and affordable
THE INVESTOR CENTRE
24 Viewpoint
Majedie’s Richard Staveley
discusses the growth prospects
for UK small companies
26 Unit Trust Portfolios
Latest Growth & Income Portfolio data
28 Fund manager commentaries
Fund managers share their thoughts
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All facts and statistics in this issue of
The Investor
are correct at the time of going to press. Cover image: Getty Images
The information contained within this edition of
The Investor
does not constitute investment advice. It is not intended to state, indicate or imply that
current or past results are indicative of future results or expectations. Full advice should be taken to evaluate the risks, consequences and suitability of
any prospective fund or investment.The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected
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deposit with a bank or building society.Where favourable tax treatments are shown, please note that these are subject to changes in legislation and
dependent on individual circumstances.Where the opinions of third parties are o ered, these may not necessarily re ect those of St. James’s Place.
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All rights in the FTSE indices and/or FTSE ratings vest in FTSE and/or its licensors.Neither FTSE nor its licensors accept any liability for any errors or omissions in the FTSE indices
and/or FTSE ratings or underlying
data.Nofurther distribution of FTSE Data is permitted without FTSE’s express written consent.
CONTENTS