Witan IT faces ‘uphill struggle’ as managers lose ‘Midas touch’ By David Brenchley, Investment Week, 15 June 2020 Witan Investment Trust faces “an uphill struggle to repair the material damage inflicted upon what is a strong brand”, according to one broker, as analysts weigh up the 111-year-old trust’s prospects after its managers admitted they may […]
Investment trust insider on Jupiter Emerging and Frontier Income – James Carthew: loyal Jupiter Emerging investors shun exit Jupiter Emerging and Frontier Income (JEFI) is three years old and, in fulfilment of a promise made at IPO, has just offered shareholders the chance to cash in their investment at a price close to net asset value […]
Don’t have a costly Kodak moment: How UK investors can cash in on the digital revolution and tech stocks By JEFF PRESTRIDGE, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:53, 13 June 2020 | UPDATED: 09:42, 14 June 2020 Technology is very much of the moment. It’s the investment theme that has driven the US stock market to claw back all the losses […]
Opportunities for the optimistic investor: The cheap shares and investment trusts that could thrive post-lockdown By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 22:01, 12 June 2020 | UPDATED: 10:29, 14 June 2020 Seldom has optimism been such a controversial state of mind. Anyone who dares to voice the hope that recovery may be possible is likely to be called […]
Investment trust insider on Securities Trust of Scotland – James Carthew: Securities Trust swings in the balance Securities Trust of Scotland (STS) has served protective notice on its manager, Martin Currie. The trigger for this was Mark Whitehead’s resignation from Martin Currie. He has managed the investment trust since May 2016, having joined Martin Currie the […]
Investment trust insider on emerging markets – James Carthew: there’s value in emerging markets as investors rush to take cover In uncertain times, it makes sense that investors turn to sectors with defensive earnings, such as utilities and infrastructure. Ecofin Global Utilities and Infrastructure (EGL), which I hold, is trading at asset value and issuing shares. […]
Investment trust insider on warehouses – James Carthew: a fair wind fills the sails of logistics funds The big question on investors’ minds as they look to a post-pandemic future is which, if any, of the changes forced on us by the lockdown measures will end up being permanent? Thinking about the potentially profound impact on […]
Bargain Hunter: three out-of-form investment trusts with cheap price tags Following the steep market falls two months ago there remain numerous examples of investment trusts trading on wider discounts than their 12-month average discount figure. May 28, 2020 by Kyle Caldwell Heavy stock market falls during a six-week period in February and March negatively impacted the majority of investment […]
Investment trust insider on JPMorgan US Smallers – James Carthew: barometer to grind out the US recovery I recently got the chance to catch up with progress at JPMorgan US Smaller Companies (JUSC). I thought it would be interesting to see how the businesses in its portfolio are coping in the current environment. They represent USA […]
Tech titans can help your portfolio ZOOM! The stay-at-home stocks set to emerge even stronger from lockdown By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:51, 15 May 2020 | UPDATED: 21:51, 15 May 2020 The close links with the US tech giants forged by so many of us in past weeks seem set to endure, and may be even […]
