Sam Barton delves into the last 12 months of the AIM market and explains Close Brothers’ approach to some of its investment decisions. He also refers to the continued growing demand for Business Relief opportunities on the AIM market, and suggests that a focus on good quality businesses can help mitigate general market headwinds.
Henny Dovland says there is a growing demand for a conversation around intergenerational wealth transfer, with Business Relief a core part of that. She also explains TIME’s “fundamentally different” approach to AIM portfolio creation, which she says is purely based on the fundamentals and screening process that is applied to the model.
The Alternative Investment Market (AIM) continues to offer strong opportunities for investments into growth businesses.Six of the top providers of tax efficient AIM-focused products showcased their offerings and discussed some of the big issues in the sector at Intelligent Partnership’s AIM Showcase 2019 hosted by the London Stock Exchange on 10 September.
Shane Gallwey highlights some of the themes in the market at the moment, including the ongoing impact that Brexit uncertainty is having on AIM company valuations, as well as the growing role of ethical considerations of investors. He also discusses Guinness Asset Management’s response to the volatility seen on AIM.
Jon Gould explains Psigma’s approach to AIM investments and discusses the robustness of the market. He adds that Psigma looks for true diversification within its portfolio and is therefore sector agnostic. He also takes a look at the recent changes to the corporate governance rules for AIM-quoted companies.
Jim Wood-Smith looks over some of the big themes within the AIM market, particularly around governance issues and the ongoing demand for Business Relief investments. He also discusses the choice in the market that is helping to ensure that investors can get access to strong diversification when looking at AIM investments.
Stephen English discusses the DNA of Blankstone Sington and the way in which the firm works when investing in the AIM market, particularly during volatile times. He explains how his team develops a robust portfolio to withstand a range of different outcomes.
Business Relief is gaining importance among a wider pool of investors, as recent government figures show continuing increases in inheritance tax. Eight of the most prominent providers of Business Relief showcased their offerings and discussed some of the big issues in the sector at Intelligent Partnership’s Business Relief Showcase 2019 hosted by the London Stock Exchange on 7 May.
Andrew Aldridge explains Deepbridge’s background in the Business Relief market and why renewable energy offers such a strong opportunity. He also considers how the BR market continues to grow and analyses the benefits for the government of using Business Relief over simply acquiring ever-larger sums of inheritance tax.
Henny Dovland discusses the diversification of Time’s portfolio and discusses the importance for investors to have a range of incomes delivering steady, predictable returns. She also considers the future of Business Relief in the context of the political light that has been shone on patient capital and inheritance tax over recent years.