The Indian stock market has proved an unlikely safe haven over the past three years. After an astonishing recovery in 2020 and 2021, Indian investment trusts continued their resilience in 2022, only outpaced by commodity-focused markets. Its strength is in notable contrast to China, which languishes at the bottom of the performance tables. It suggests […]
The UK economy looks increasingly precarious. The recent ‘targeted fiscal event’ has sent the pound sliding, gilt yields rising and confidence to rock bottom. With recession looming, it has also proved a tough moment for UK smaller companies, which were already battling poor sentiment. Smaller companies managers are no strangers to volatility, but how are […]
It has been a tough first half for smaller companies, with the FTSE SmallCap trailing the FTSE 100 by around 13% for the year to date. While small companies are said to have sustained their operational performance, sentiment has run against them. Nevertheless, it is not the moment to give up on the sector: the […]
In early 2021, it looked like the pandemic had been a breakthrough moment for the biotechnology sector. The sector had been critical in the development of Covid-19 vaccines, using new and innovation gene sequencing, while developments in oncology promised a treatment revolution. Share prices were riding high and specialist investment trusts had enjoyed two years […]
If investors listened to the headlines, they would be understandably nervous about the prospects for private equity. Vincent Mortier, chief investment officer of Amundi, the largest asset manager in Europe, described parts of the industry as a “Ponzi scheme”[1], while former Pimco chief Mohamed El-Erian also raised concerns about the sector, notably its claims to […]
At a time when high inflation and rising interest rates are unnerving global stock markets, it would seem like a moment for quality companies to come to the fore. These businesses should have impeccable credentials for an uncertain world – sound business models, strong management teams, expanding market share – providing stability at a time […]
