News & Views Archive

Updates

Global Equity Income Fund

Nov '18

Monthly update

Sep '18

Monthly update

Aug '18

Monthly update

Jun '18

Monthly update

May '18

Monthly update

Jan '18

Annual review

Dec '17

December update

Nov '17

November update

Aug '17

Monthly update

Global Energy Fund

Jun '17

June update

Apr '17

April update

Mar '17

March update

Feb '17

February update

Nov '16

OPEC & Trump

Alternative Energy Fund

Global Money Managers Fund

Jan '18

Annual review

May '17

May update

Jan '17

January update

Global China & Hong Kong Fund

Nov '18

Monthly update

Oct '18

Monthly update

Sep '18

Monthly update

Aug '18

Monthly update

Jun '18

Monthly update

May '18

Monthly update

Mar '18

March update

Feb '18

February update

Jan '18

Annual review

News

Global Equity Income Fund | Feb '14

Best Equity Global Income Fund – Lipper Fund Awards (Switzerland)
Guinness Global Equity Income Fund is named Best Fund over 3 Years in the Equity Global Income Sector at the Lipper Fund Awards in Switzerland.

Global Equity Income Fund | Dec '13

Global Equity Income Fund reaches $75 million
Up from $26m at the start of 2013, the Fund has passed the $75m mark just as it approaches 3 years old (Dec. 2013).

Global Energy Fund | Nov '13

Best Commodity Fund – Investment Europe Awards 2013-14
Guinness Global Energy Fund is named Best Commodity Fund at the Investment Europe Fund Manager of the Year Awards 2013-14.

Global Energy Fund | Jun '13

Guinness appoints energy specialist
Jonathan Waghorn joins Guinness as co-manager of the Guinness Global Energy Fund

Press

Global Innovators Fund | Trustnet | Dec '18

The best and worst global funds for risk-adjusted returns over 10yrs
FE Trustnet breaks down the best and worst global funds for risk-adjusted returns over the past decade using the Sharpe ratio measure.

Asian Equity Income Fund, China & Hong Kong Fund | Investment Week | May '18

Should investors be concerned about global trade tensions?
Mark Hammonds talks to Investment Week about the recent escalation in trade tensions between the US and China

Global Innovators Fund | The New York Times | Apr '18

The New York Times: Focusing on a Manager’s Best Stock Ideas May Not Be a Good Idea
Conrad de Aenlle look at the benefits of using a concentrated portfolio

Global Innovators Fund | Mutual Fund Observer | Apr '18

Fund update from Mutual Fund Observer: Guinness Global Innovators
Mutual Fund Observer’s David Snowball gives his verdict on the Guinness Global Innovators strategy

Global Equity Income Fund | FE Trustnet | Nov '17

Why the outlook for global dividend growth isn’t doom and gloom
Ian Mortimer and Matthew Page, who head up the Guinness Global Equity Income fund, tell FE Trustnet why they’re confident of finding attractive income-paying opportunities.

Asian Equity Income Fund, China & Hong Kong Fund | FE Trustnet | Nov '17

Guinness’ Harriss: The overlooked yet lucrative market for income investors
Edmund Harriss, who heads up the five FE Crown-rated Guinness Asian Equity Income fund, tells FE Trustnet why the best income opportunities reside in China despite widespread debt-related fears.

Asian Equity Income Fund, China & Hong Kong Fund | Investment Week | Oct '17

China Special: Why S&P has missed the mark with China downgrade
China’s credit rating was recently downgraded by Standard & Poor’s (S&P) from AA- to A+ because of worries over the rapid growth of the country’s debt.

Global Energy Fund | Interactive Investor | Jul '17

Seven fund alternatives to equities and bonds
Dzmitry Lipski looks at the options available to investors as an alternative to equities and bonds

Asian Equity Income Fund | Investment Week | Jul '17

Mark Hammonds to co-manage the Guinness Asian Equity Income Fund
Tom Eckett of Investment week comments on the recent promotion of Mark Hammonds

Alternative Energy Fund | Investment Week | Oct '16

Is now the best time to access energy stocks
Samira Rüdig-Sotomayor discusses the Bull and Bear issues in the Alternative Energy sector

Global Equity Income Fund | Wealth Manager | Sep '16

Fund buy list radar: wealth managers toast Guinness
Citywire look at the funds that are building sufficient assets and have the track record to be coming onto buy list radars

Global Equity Income Fund | Investment Week | Sep '16

How important are face-to-face company meetings?
Guinness AM’s Matthew Page, co-manager of the Global Equity Income & Global Innovators funds, gives his take on the value and limitations of meeting company management.

Global Equity Income Fund | Investment Week | Apr '16

Funds to Watch
Against a backdrop of the ongoing debate about the Investment Association’s yield criteria for the UK Equity Income sector, Ian Mortimer and Matthew Page, co-managers of the $147m Guinness Global Equity Income fund, have highlighted the benefits of a broader approach in this area.

Global Equity Income Fund | The Telegraph | Apr '16

Fund of the week: Guinness Global Equity Income
Matthew Page, co-manager of the Guinness Global Equity Income fund, explains the test each share must pass to win a place in his 35-stock portfolio

Global Energy Fund | FE Trustnet | Mar '16

Prospects for oil
Oil has rallied recently and Jonathan Waghorn and Will Riley, managers of the Guinness Global Energy fund, argue it could recover further from here.

Global Energy Fund | Investment Week | Feb '16

Iranian oil and oil price volatility
Jonathan Waghorn, Guinness Global Energy co-manager, warns that Iran’s entry to the oil market could delay the rebalancing of global oversupply, but rebalancing is coming nonetheless.

Global Equity Income Fund, Global Innovators Fund | Investment Week | Nov '15

Page & Mortimer in “Rising stars of the industry”

Global Energy Fund | Investment Week | Oct '15

When will oil prices rebound?
In a Q&A with Investment Week, Guinness Global Energy co-manager Jonathan Waghorn explains why a supply/demand convergence is on the horizon.

Alternative Energy Fund | FT Adviser | Aug '15

Fund review: “things could be looking up”
FT Adviser’s Philip Scott profiles Edward Guinness’s Alternative Energy Fund.

Asian Equity Income Fund | This is money | Jul '15

Tiny fund generates 18% return over a year and is yielding nearly 4%

Asian Equity Income Fund | Investment Week | Jun '15

Can this tiny Fund rival Newton Asian Income?
Investment Week’s Natalie Kenway alights on Guinness Asian Equity Income in the aftermath of manager change at one of the sector’s giants.

Global Equity Income Fund | FT Adviser | May '15

EM exposure pays off for Guinness duo
FT Adviser discuss the Fund’s emerging market exposure with co-manager Ian Mortimer

Global Equity Income Fund | Press release | Apr '15

Guinness Global Equity Income Fund passes £100m

Asian Equity Income Fund | Trustnet | Mar '15

The tiny Asia fund that’s outperforming its massive rivals
FE Trustnet’s Lauren Mason says the one-year-old Guinness Asian Equity Income fund has enough conviction to stand up to giant, well-established competitors like Newton Asian Income.

Global Innovators Fund | This is MONEY | Feb '15

US fund drums up interest over here
Jeff Prestridge of the Financial Mail on Sunday profiles a new fund from Guinness that builds on the success of an identical fund in the US.>

Global Equity Income Fund | Press release | Feb '15

Press release – Global Equity Income early investor share class closing
Guinness are closing the early investor (“Z”) share class on its Global Equity Income Fund on 30th April 2015.

Global Energy Fund | Morningstar | Jan '15

Fund in focus: “An outstanding team”
“A highly experienced management team and prudent portfolio construction continue to make the Guinness Global Energy fund a strong choice for investors seeking exposure to the energy sector.”

Global Energy Fund | Citywire | Dec '14

Stock picks amid oil price slump
Jonathan Waghorn picks out the stocks he is backing as oil prices fall to their lowest level in five years.

Global Innovators Fund | Press release | Oct '14

Fund launch: Global Innovators
Guinness launches its top-performing global growth strategy in a fund for UK and European investors

Global Innovators Fund | FE Trustnet | Oct '14

“Best performing global fund in the US” made available to UK investors
Trustnet editor Joshua Ausden highlights the very strong numbers behind Guinness’s new global equity fund.

Global Energy Fund | Investment Week | Sep '14

How ‘cheap and struggling’ oil majors can bounce back
Investment Week question manager Will Riley on the rally in energy equities.

Global Money Managers Fund | Money Observer | Aug '14

Is Guinness Global Money Managers good for you?
Money Observer’s Lindsay Vincent investigates whether buying shares in fund managers is as good a way as any of profiting from the markets in securities.

Global Energy Fund | Investment Week | Aug '14

Investment Week – What’s behind the turnaround in energy
Jonathan Waghorn says energy equities have underperformed for three years, and now could be an interesting entry point.

Global Equity Income Fund | Advisor Perspectives | Aug '14

Physics envy – economists’ hunt for natural laws of markets
Matthew Page discusses economists’ failure to identify deterministic “natural laws” of markets.

Alternative Energy Fund | Money Week | Jul '14

How might renewables change the face of energy?
Edward Guinness joins Money Week’s panel of experts discussing how investors can profit from the growth in renewable energy.

Alternative Energy Fund | CNBC | Jun '14

VIDEO: How to be a winner in solar
Edward Guinness tells CNBC that solar remains a “high-growth area” and discusses how to invest in the sector.

Global Energy Fund | TRUSTNET | Jun '14

Funds to access the value in Energy
Trustnet’s John MacMahon identifies Guinness Global Energy as a top fund for accessing the value in Energy equities.

Global Energy Fund | CNBC | Jun '14

Video: Is crude oil heading to $150?
Jonathan Waghorn discusses crude oil markets and portfolio holdings on CNBC.

Global Equity Income Fund | Charles Stanley Direct | Jun '14

Fund update from Charles Stanley Direct: Guinness Global Equity Income
Charles Stanley’s Rob Morgan gives his verdict on Guinness Global Equity Income Fund and its up and coming managers.

Global Equity Income Fund | Citywire | May '14

Cheap Asian stocks – Matthew Page
Asian stocks are good value versus their history, and scoring well on our stock screening.

Global Money Managers Fund | The Daily Telegraph | Apr '14

Should you buy shares in your fund manager?
Fund managers and brokers are often highly profitable. The Telegraph’s Richard Dyson asks if you should buy their shares rather than their funds?

Alternative Energy Fund | Investment Week | Mar '14

Alternative energy recovery only just starting
Edward Guinness says alternative energy is only just starting to recover properly from the 2008 crisis, creating opportunities for investors.

Global Money Managers Fund | Investment Week | Feb '14

Backing the asset managers

Will Riley explains the risks and rewards of investing in asset managers

Alternative Energy Fund | Guardian | Feb '14

Windfall profits for 2013’s best fund

Patrick Collinson discusses the Fund’s power-packed returns from wind and solar investments

Alternative Energy Fund | Blue & Green Tomorrow | Jan '14

Meet the manager of the 2013’s best fund
This Fund delivered returns that surpassed the entire UK fund world.

Alternative Energy Fund | Citywire Global | Dec '13

Citywire profile: Power player returns to form
Alternatives expert Edward Guinness has been through the mill, but is now hitting a sweet spot

Guinness Asset Management | Investment Week | Dec '13

Guinness reveals £2bn target for assets by 2017
Natalie Kenway of Investment Week asks Tim Guinness what we can expect from Guinness Asset Management over the next decade.

Global Energy Fund | The Daily Telegraph | Dec '13

VIDEO: “Oil stocks will outperform the FTSE 100”
Talking with The Daily Telegraph, Tim Guinness says stock prices are lagging the oil spot price – but they will catch up.

Global Equity Income Fund | Business News | Aug '13

Prospects for Global Equities
Ian Mortimer discusses the state of the markets amid potential Fed relief tapering with Business News Network.

| Money Observer | Jun '13

“A geared play on a sustained recovery”
Helen Pridham of Money Observer says funds are ideal for investing in specialist sectors as they combine expertise with the lower risk of a spread of holdings.

Global Energy Fund | Investment Compass | Jun '13

VIDEO: Is now the time for Energy?
Tim Guinness talks with Investment Compass and considers why now might be a good time to consider investing in energy stocks.

Guinness Asset Management | Sunday Times | May '13

Tim Guinness profiled in the Sunday Times
Tim Guinness talks to Harriet Meyer of the Sunday Times.

Global Money Managers Fund | What investment | Apr '13

Invest in or behind your favourite funds?
What Investment’s Rob St George says this fund “invests solely in the titular Money Managers, with exceptional results.”

Global Energy Fund | Fund Strategy | Apr '13

Energy offers solid inflation hedge
Will Riley in Fund Strategy says the future for energy equities looks exciting as many are cheap and overlooked

Alternative Energy Fund | Seeking Alpha | Mar '13

A roaring return in alternative energy
Edward Guinness discusses the sector with Seeking Alpha

Guinness Asset Management | Seeking Alpha | Aug '12

An Interview with Tim Guinness
Michael Tsangaris interviews Tim Guinness in a two part article on www.seekingalpha.com

Guinness Asset Management | Fund Strategy | May '12

Guinness powers up for sales push
Tim Guinness talks to Cherry Reynard of Fundweb about his plans for Guinness Asset Management.

White papers and insights

Emerging Markets Equity Income Fund | Oct '18

Not all Emerging Markets are created equal

The Guinness Emerging Markets equities team take a deeper look at Emerging Markets, both in comparison to Developed Markets and as a region with considerable variety.

Asian Equity Income Fund, China & Hong Kong Fund | Jul '18

The Reality of Tariffs

The Guinness Asian Equities team assess the impact of the recently imposed tariffs

Global Energy Fund | Jun '18

OPEC respond rationally to a tightening oil market

The Guinness Global Energy Team analyse the meeting held by OPEC on the 22nd June 2018

Global Energy Fund | May '18

Mind the ‘non-OPEC oil supply’ gap

The Guinness Global Energy Team takes a look at Non-OPEC oil production

Global Innovators Fund | Feb '18

The IT sector in 2018 – growth driver, or expensive and overhyped?

Matthew Page and Ian Mortimer take look at the IT sector over 2018

Asian Equity Income Fund, China & Hong Kong Fund | Dec '17

Asian markets retreat – 6th December 2017

Edmund Harriss looks at what is driving the recent market retreat

Asian Equity Income Fund, European Equity Income Fund, Global Equity Income Fund, Global Innovators Fund | By Matthew Page | Sep '17

Some thoughts on equally-weighted portfolios
Matthew Page explores the reasons behind running a concentrated, equally-weighted portfolio.

Asian Equity Income Fund, China & Hong Kong Fund | Jun '17

Is inclusion into MSCI benchmarks a game changer for China A shares?

Edmund Harriss discusses the meaning behind the MSCI’s decision to upgrade Chinese A shares

Global Energy Fund | Apr '17

Energy equities as a good inflation hedge
The Guinness Global Energy team explains the case for energy equities as an inflation hedge

Asian Equity Income Fund | Mar '17

Blue skies thinking in China

Edmund Harriss explains how a drive to reduce smog in China could also help to tackle one of the country’s main economic challenges: excess industrial capacity and associated debt.

Global Energy Fund | By Guinness Global Energy Team | Feb '17

It’s about return on capital as much as it is about the oil priceThe Guinness Global Energy Team take a closer look at ROCE

Oil & Gas Exploration Trust | By Guinness Oil & Gas Exploration Team | Jan '17

Guinness Oil & Gas Exploration Trust Preliminary MemorandumThe Guinness Oil & Gas Exploration Team give a short introduction to the trust.

Global Energy Fund | By Guinness Global Energy Team | Dec '16

OPEC announces first production cut in 8 yearsThe Guinness Global Energy Team assess OPEC’s recent agreement to cut production levels

Global Equity Income Fund, Global Innovators Fund | By Ian Mortimer and Matthew Page | Nov '16

Implications of the US election result Ian Mortimer and Matthew Page discuss the consequence of the US election results.

Global Energy Fund | By Guinness Global Energy Team | Sep '16

Has OPEC just blinked?The Guinness Global Energy Team assess OPEC’s recent agreement to cut production levels

Asian Equity Income Fund | By Edmund Harriss | Jul '16

Implications for Asian investing of the UK leaving the EU Edmund Harriss discusses the consequence of the UK’s decision to leave the EU.

Alternative Energy Fund | By Edward Guinness & Samira Rudig | Mar '16

Gas vs Renewables
Edward Guinness and Samira Rudig discuss the effect of low fossil fuel prices on renewable technologies

Global Innovators Fund | By Ian Mortimer & Matthew Page | Feb '16

2015 performance & portfolio review Ian Mortimer & Matthew Page discuss how the portfolio performed in 2015

Asian Equity Income Fund | By Edmund Harriss | Feb '16

2015 performance & portfolio review
Edmund Harriss discusses how the portfolio has performed in 2015.

Global Equity Income Fund | By Ian Mortimer & Matthew Page | Feb '16

Five year history of the Fund
As the Fund passes its fifth anniversary, managers Ian Mortimer and Matthew Page analyse its performance so far and how their portfolio has evolved.

Global Energy Fund | By Global Energy Team | Dec '15

OPEC maintains market share strategy
The Guinness Global Energy Team assess the impact of OPEC’s decision to maintain their market share strategy at their December 2015 meeting.

Global Energy Fund | By Guinness Global Energy Team | Nov '15

Outlook for US oil production
The Guinness Global Energy Team provide a detailed update on how US oil production is being affected by lower oil prices and a few thoughts on how it could look at the end of 2015 and into 2016.

Global Energy Fund | By Jonathan Waghorn | Oct '15

If it’s darkest before dawn, what time is it now?
Jonathan Waghorn puts a brutal summer for energy markets in its historical context, and analyses the future of the supply-demand mix.

Global Energy Fund | By Tim Guinness | Oct '15

VIDEO: Tim Guinness on the battered oil price
Tim Guinness reveals what is happening to the battered oil price, how long it will remain low and whether income investors should sell BP and Shell.

Asian Equity Income Fund | By Edmund Harriss | Jun '15

How Asia avoided a commodity crisis
Edmund Harriss discusses Asia’s industry and services-led growth and mobilisation of its work force, which have enabled the region – unlike other emerging markets – to avoid the worst of the commodity price slump.

Global Energy Fund | By Guinness Global Energy team | Jan '15

2015 Outlook for Energy
The Guinness Global Energy team give their thoughts on the prospects for the energy sector amid falling oil prices.

Global Energy Fund | By Guinness Global Energy team | Dec '14

OPEC’s Thanksgiving
The Guinness Global Energy team give their assessment of OPEC’s decision not to cut production, and what it means for oil prices and energy equities.

Global Innovators Fund | By Dr. Ian Mortimer | Oct '14

Innovation matters
Ian Mortimer explains the importance of innovation in the success of companies and explores some examples.

Global Energy Fund | By Jonathan Waghorn | Jun '14

Energy equities: Return of returns
Jonathan Waghorn investigates energy companies’ improving Return on Capital Employed.

Global Energy Fund | By Guinness Global Energy team | May '14

Is Energy at a turning point?
The Guinness Global Energy team unpick the change in sentiment in Energy equities.

Asian Equity Income Fund, European Equity Income Fund, Global Equity Income Fund | By Matthew Page | Mar '14

Physics envy
Matthew Page investigates the “science” of economic modelling

Alternative Energy Fund | By Edward Guinness | Mar '14

Prospects for Alternative Energy
Edward Guinness discusses performance and prospects for alternative energy investing

Global Energy Fund | By Jonathan Waghorn | Mar '14

US oil: to export or not to export?
Jonathan Waghorn investigates the pros and cons of lifting the US’s forty year ban on oil exports

Global Money Managers Fund | By Will Riley | Jan '14

Investing in asset managers
Will Riley researches the performance of asset manager equities over the last 20 years, in particular their power to deliver high beta returns and how consistently they outperform.

Global Energy Fund | By Guinness Global Energy team | Jan '14

2014 – Outlook for Energy
The Guinness Global Energy team’s appraisal of 2013 and the prospects for energy investing in 2014

Global Energy Fund | Dec '13

Buffett’s Exxon rationale
Jonathan Waghorn unpicks Warren Buffett’s recent investment in Exxon

Global Money Managers Fund | By Mark Hammonds | Sep '13

Asset managers and their dividends
Investment Analyst Mark Hammonds discusses asset managers’ high free cash flow and healthy dividend prospects

Global Equity Income Fund | By Dr. Ian Mortimer | Dec '12

Some thoughts on equities and bonds
Ian Mortimer discusses the benefits of bonds and equities and the hunt for safety in an inflationary environment

Asian Equity Income Fund, European Equity Income Fund, Global Equity Income Fund, Global Innovators Fund | By Matthew Page | Nov '12

To meet or not to meet
Matthew Page discusses the merits of meeting company management

Asian Equity Income Fund, Global Equity Income Fund | By Ian Mortimer & Matthew Page | Mar '12

Why dividends matter
Ian Mortimer and Matthew Page investigate the importance of dividends in the pursuit of returns