fbpx
Register Log-in Investor Type

In the Press

Filters
Type
Sectors
Geography
Companies

Sign up for our free
equity research notes

Register
734 Results
Embed
Investment trust insider on the electricity generator levy

Investment trust insider on the electricity generator levy – James Carthew: Government’s incompetence to renewables windfall tax a crying shame The incredible rise in power prices over the past year was undoubtedly good news for UK-focused renewable energy generators. Not all of the spike in the market price for power was captured by these companies […]

Investment Trust Insider on Capital Gearing Trust
The US trusts on wide discounts relative to their recent history

By Tom Aylott, Reporter, Trustnet, 21 November 2022: Trusts investing in the growth-oriented US market have faced challenging conditions this year as their investment style falls out of favour… On the bright side, declining markets could offer an attractive entry point for investors looking to increase their exposure to the US. Here, Trustnet looks at […]

Deep Dive: ESG lens may boost value opportunities

James Baxter-Derrington, Investment Week, 18 November 2022: Inflation and tightening monetary policy have combined to benefit value investors in the near term, while an ESG lens may provide long-term opportunities in the US and globally. Speaking to Investment Week, Aaron Dunn, co-head of value investing at Eaton Vance, said inflation and tight monetary policy will […]

Biotech trusts top performance charts in February
Trusts’ unlisted headache

By Dave Baxter, Investors’ Chronicle, November 17, 2022: Investment trusts typically demonstrate their strength in a crisis. Closed-ended equity income funds shrugged off the dividend cuts of 2020 thanks to revenue reserves, while trusts’ investment framework means they have encountered none of the liquidity problems demonstrated so clearly by the Neil Woodford scandal. That structure, […]

Biotech trust Trump benefit may be shortlived
Investment trusts hold up as refinancing risks loom

By Dave Baxter, Investors’ Chronicle, November 17, 2022: Is the cure worse than the disease? Some might feel that way about central banks raising interest rates to tackle inflation: a sharp increase in the cost of borrowing has already caused pain in various parts of the UK economy, from a fixed income sell-off to the […]

Biotech trust Trump benefit may be shortlived
Investment trust insider on Majedie

Investment trust insider on Majedie – James Carthew: Majedie’s RCP-style rejig shows promise Majedie Investments (MAJE) has had another rethink about its strategic direction and now proposes to appoint a new fund manager and adopt an investment approach that targets returns of inflation (UK CPI) plus 4% per annum averaged over five years. The £95m […]

Investment Trust Insider on Perpetual Income and Growth
Retail investors plan to vote against JP Morgan Russian Securities mandate changes

Eve Maddock-Jones, Investment Week, 15 November 2022: Retail investors in JP Morgan Russian Securities trust are preparing to vote against a proposal to expand the investment universe, on the grounds that it devalues their investment and goes against what they signed up for. The board of JRS announced last month (27 October) that it wanted […]

Biotech trusts top performance charts in February
Investment trust insider on Mobius Investment Trust

Investment trust insider on Mobius Investment Trust – James Carthew: Award-winning Mobius takes cautious approach to emerging markets One of the many deserving winners of Citywire’s Investment Trust Awards last week was Mobius (MMIT). True, it has given back about 17.5% of its net asset value over the past 12 months, but its track record […]

Investment Trust Insider on Perpetual Income and Growth
As investors turn away from chasing growth, these income trusts could profit

By ANGHARAD CARRICK FOR THIS IS MONEY, 3 November 2022: As some savings rates near 5 per cent more potential investors might be tempted to park their cash there instead of in the stock market. But with inflation continuing to run hot, there is good reason to consider adding dividend-paying investments in your portfolio, as […]

The European trusts on the biggest discounts relative to their recent history

By Tom Aylott, Reporter Trustnet, 2 November 2022: Many trusts have been struck by soaring inflation and tightening monetary policies this year, but those investing in European equities have been particularly battered. The war in Ukraine and lost gas imports from Russia have compounded to create a challenging market environment for European investors. As a […]

Please review our cookie, privacy & data protection and terms and conditions policies and, if you accept, please select your place of residence and whether you are a private or professional investor.

You live in…

You are a…