Can investment trusts survive the UK dividend drought? By Dave Baxter UK dividends have evaporated in the past few months, with no imminent recovery in sight. Link Asset Services predicts that UK dividends could fall by between 45 and 49 per cent on a headline basis in 2020 versus the previous year’s total, based on its best- and worst-case scenarios… […]
How the Chancellor could serve up appetising returns: Leading investment experts on the sectors, companies and funds set to profit from Sunak’s recovery drive By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:54, 18 July 2020 | UPDATED: 08:27, 20 July 2020 For many people the abiding memory of this month’s mini-Budget was the sight of a maskless Rishi Sunak […]
Investment trust insider on infrastructure – James Carthew: infrastructure trusts look safer than equity While we haven’t yet seen a new issue, the market for fundraising by investment companies appears to be fairly healthy despite the wider economic malaise. If you are raising money in the current environment, it helps if your investments aren’t much correlated […]
Investment trust insider on JPMorgan Japanese – James Carthew: JPMorgan takes a lead in testing Japan The performance of Japan trusts is showing a surprisingly wide dispersion of returns. Over the past year JPMorgan Japanese (JFJ) has delivered 17% growth in net asset value (NAV) and rivals at Aberdeen (AJIT) and Fidelity (FJV) have also posted […]
Make your investments fly high by picking the best of British: Why top fund managers believe future could be rosy for UK shares By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:58, 11 July 2020 | UPDATED: 08:18, 13 July 2020 Investors who have flown the Union Flag over their portfolios this year have endured some stomach-churning turbulence as the […]
The retail revolution: As sales boom online, are shares in shopping centres a bargain – or damaged goods?By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:58, 3 July 2020 | UPDATED: 09:23, 4 July 2020 For millions, the ideal shopping centre is no longer what it was. Now more functional than aspirational, it has a Primark, a Poundland, a B&M, […]
Investment trust insider on RTW – James Carthew: the biotechs behind RTW’s racy rating Last week I got the chance to speak to Roderick Wong, fund manager [editing mistake by Citywire – I actually talked to Alexandra Taracanova and Stephanie Sirota] of RTW Venture Fund (RTW), a life sciences fund that listed on the London Stock […]
Global income in a lost decade for UK dividends by Jennifer Hill Investment Trust Insider ezine, issue 54, June 2020 Bear markets for dividends are a rarity. There have only been six in the past 149 years compared to 16 for total stock market returns, according to an analysis by Schroders that uses the S&P […]
Investment trust insider on Mobius Investment Trust – James Carthew: Mobius gains momentum in choppy emerging markets A recent analyst presentation by Mobius (MMIT) gave me a chance to take the first close look at the investment trust since it launched in October 2018. MMIT hasn’t had a great start. At 31 May 2020 net asset […]
Investment trust insider on discounts – James Carthew: trusts on big discounts that look too cheap While all around us markets struggle the investment companies sector appears to be in reasonable health. The sector actually grew modestly in May, with £480m of new share issuance outpacing share buybacks of about £185m. Actually, the sector has expanded […]
