Investment Trust Insider on Middlefield Canadian Income
James Carthew: Middlefield – North America with income
Canada tends to get overlooked by investors, dismissed perhaps as a play on resources. Of course, while ...
Investment Trust Insider on ICG Enterprise
James Carthew: the perverse discounts on private equity
Some of the discounts in private equity investment trusts look perverse given the high prices they are achieving ...
Investment Trust Insider on TR Property, Tritax and the logistics sector - James Carthew: the property pressures of feeding Amazon
Financial results from TR Property (TRY) always make interesting reading. The ...
Investment Trust Insider on Civitas and Horizon
James Carthew: I hope Horizon revives faith in social housing
Horizon Housing (HZN) real estate investment trust (Reit) is the latest launch in the burgeoning ...
Investment Trust Insider on Ecofin and Premier utilities and infrastructure funds
James Carthew: knee-jerk rejection of utilities is wrong
The lines between utilities and infrastructure have been blurred somewhat. The two investment ...
Investment Tust Insider on Latin America
James Carthew: Latin volatility requires a long-term view
Latin America has done surprisingly well since I last looked at BlackRock Latin American (BRLA) and Aberdeen Latin ...
Investment Trust Insider on Seneca Global Income & Growth
James Carthew: this trust swerved Conviviality crash
The collapse of stock market darling, Conviviality (CVRC), has caught a few people by surprise. Quite ...
May 14, 2018
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