The best bond and capital preservation funds Dave Baxter, Investors Chronicle, September 12, 2024: Stock markets have been riding pretty high in the past year, and in times like that it’s easy to forget the need for protection when things go wrong.. We stick with two names from the four, one of which makes good […]
12 September 2024, Questor on Vietnam Holding – Questor: Buy this Asian country before the markets recognise its true potential Investment trust bargains: GDP growth of more than 80pc in a decade is just the beginning One of the world’s great economic success stories in recent years has been Vietnam, and UK-based investors have a […]
by Jennifer Johnson, Investors Chronicle, September 11, 2024 If the geopolitical chaos of the past five years has taught multinationals anything, it’s that the only stable supply chain is a diversified one. Although China remains the world’s manufacturing superpower, its status among major western companies took a serious knock during the pandemic. Its government’s zero-Covid […]
Investment trust insider on AVI Global Trust – James Carthew: AVI Global can extend its excellent track record Discounts across global markets present opportunities for the UK-based bargain hunter, which recently cashed in on Starwood’s Balanced Commercial Property bid. The investment companies sector continues to shrink. So far in September, we have seen bids for Tritax […]
James Crux, Shares Magazine, 5 September 2024: Eight months in, 2024 is already a record year for M&A (mergers and acquisitions) in the investment trust sector. Trust boards are increasingly focused on value for money and shareholder returns amid persistently wide discounts to NAV (net asset value) and with activists nosing around.. The investment trust […]
Investment trust show #7:The big charges debate, F&C on the summer market slump, and why investors are paying a premium for 3i Group Laith Khalaf talks to James Carthew about the big merger between Alliance Trust and Witan which is expected to complete in the next few months. https://www.ajbell.co.uk/podcasts/episode/money-markets/2024-09-02
By David Thorpe, FT Adviser, 30 August 2024: The valuations of the holdings of private equity investment trusts have mostly been hit by their early stage investments, rather than the more established businesses, according to Richard Hickman, who runs HarbourVest Global Private Equity investment trust. Hickman said: “It has been much more the venture side […]
29 August 2024, Questor on Polar Capital Global Healthcare Trust – Questor: Subcontract your healthcare investing decisions to this team of scientists, Investment trust bargain: in a sector filled with total losses, it pays to have a guide Never invest in something that you don’t understand is a pretty good maxim. However, that does not […]
Investment trust insider on Seraphim Space – James Carthew: Watch this space on Seraphim As space economy input costs fall and more of Seraphim Space’s portfolio earns revenues and profits, its 43% discount has plenty of scope to narrow. Part of the fun, and the challenge, of my job is that I get to look […]
Gavin Lumsden, IT Insider, 23 August 2024: Stock markets have recovered from their panic over the state of the American economy at the start of the month, with Federal Reserve policy makers making a clear commitment to cut US interest rates next month. With no major moves in equity indices, the average investment company discount, […]
