By: Elliot Gulliver-Needham, Investment Reporter, CityAM, 17 April 2025: The board of Harmony Energy Income has agreed a takeover offer by Foresight Group in what could mark the end of the firm’s close-fought bidding war with rival Drax. Harmony’s board recommended a new offer from Foresight of 92.4p per share, a five per cent premium […]
Investment trust insider on Odyssean – James Carthew: Falling Odyssean and maximum despair on UK small caps UK smaller companies investment trusts have been some of the worst performers in the sector over six months, led by the popular Odyssean. Trump’s on-again, off-again tariff policy has caused chaos in markets. However, it is surprising that […]
By ROSIE MURRAY-WEST, Mail on Sunday, 13 April 2025: When Katy Perry first sang Firework 15 years ago, it seemed unlikely that she would ever ‘shoot across the sky’ like the subject of her top-selling hit. But this week, the 40-year-old singer will fly 62 miles above the earth’s surface on Jeff Bezos’s Blue Origin […]
by Val Cipriani, Investors Chronicle, April 10, 2025: Novice investors are often warned against backing a company just because they appreciate its products.. The majority of private companies in trust portfolios are names that only experts in certain sectors will be familiar with. But the table below lists 11 private companies that UK investors may […]
By Emma Wallis, News editor, Trustnet, 8 April 2025: During periods of market turbulence when investors want to run for the hills, capital preservation strategies come to the fore. Two of the best-known investment trusts that invest cautiously and prioritise downside protection are Personal Assets and Capital Gearing.. The two trusts have similar goals but […]
A couple of weeks ago, I was discussing the possible impact of tariffs on Vietnam. If you recall, the managers of VinaCapital Vietnam Opportunity Fund (VOF) were fairly sanguine about the prospect, reasoning that the US would see Vietnam as an ally in the region and recognise that it was making an effort to address […]
Questor on CQS New City High Yield – Even the global financial crisis couldn’t tarnish this trust’s premium This debt-seeking vehicle treads where others daren’t Debt is huge across investment companies right now – in a good way. Trusts offering access to this sector come with the obvious attraction of rising dividends, which have been […]
Investment trust insider on the buybacks versus dividends debate – James Carthew: ‘Investment companies’ and the dividends versus buybacks debate Most private equity investment companies have the flexibility to choose between returning capital via dividends or buybacks – while the former have seemingly done little to close wide discounts, buybacks are not a panacea either. […]
Tom Aylott, Portfolio Adviser, 27 March 2025: Widening discounts have plagued the investment trust industry for several years now as company shares continue to lose value versus their underlying assets. Multiple efforts were made to remedy this ongoing dilemma in 2024, including the highest level of share buybacks in the sector’s history.. Yet despite boards’ […]
by Jennifer Hill, from interactive investor, 25th March 2025: Markets move in cycles. At any point in time certain areas fly high while others are in the doldrums It is no surprise, then, that infrastructure and renewables funds are among the most popular tactical plays today.. There are plenty of opportunities around. We asked eight […]
