James Carthew comments on fund manager departures in Helen Kirrane’s article: “You have to look under the hood a bit and see if the investment process and the team behind it is robust enough..” Read the article here
James Carthew writes about the demand for commodities in Portfolio Adviser magazine: “Between January 2023 and March 2025, we saw a steady sell-off in broadly-based commodities trusts. Then, in the wake of US President Donald Trump’s Liberation Day, almost all metals saw decent price gains over the second half of 2025. Low oil prices were […]
Matthew Read comments on the responsibility of the new IEM board in Patrick Sanders’ article: “This next step will show whether Saba’s chosen directors are really as independent as it has claimed they will be,” Read the article here
James Carthew comments on the drivers in the sector in Helen Kirrane’s article: “Innovation in the sector is driving new drug discoveries and advances in medical devices,” Read the article here
David Batchelor writes on Japan in Trustnet: “The return of investor interest to a market that had suffered over two ‘lost decades’ has been the result of ongoing corporate reforms in recent years that have made the country markedly more friendly to investors. At first sight, the landslide election victory of prime minister Sanae Takaichi […]
Matthew Read comments on Saba’s revised Workspace proposals in Michael Nelson’s article: “Saba continues to present the gap between Workspace’s share price and NAV as if it can be mechanically harvested by selling assets and buying back shares, but this is overly simplistic.” Read the article here
James Carthew comments on Baillie Gifford’s track record for long term investing in Ali Lyon’s article: “Baillie Gifford has an impressive track record of identifying and securing access to some of the world’s most exciting companies,” Read the article here
James Carthew comments on SEIT’s wind-down in Patrick Sanders’ article: “With the dividend cancelled, it is sounding as though SDCL Efficiency Income shareholders may have to wait a long while before they see any cash from the managed wind-down, as money freed up will be used to pay down debt in the first instance.” Read the article here
James Carthew: Are trusts really backing AI winners – or funding the losers? The likes of HgCapital and Lindsell Train have come under fire for their AI holdings, but is the upside potential as powerful as they claim? I recently attended HgCapital’s (HGT) capital markets day where the main focus was the effect of AI […]
Richard Williams comments on FGEN’s portfolio in Holly McKechnie’s article: “There are some exciting growth assets in the portfolio that are in ramp-up mode and should start to feed through to material valuation uplifts in the near term, including its CNG Fuels gas filling station portfolio, which services green HGVs for customers such as Amazon […]
