Which UK equity income investment trusts have the best dividend cover? ‘Reliable source of income’ David Brenchley, Investment Week, 31 March 2020 Two-thirds of income-focused UK equity investment companies have enough cash in reserve to pay one year’s dividend to shareholders, data from the Association of Investment Companies (AIC) for Investment Week shows. Income seekers […]
10 investment trusts for your Isa 2020 By Dave Baxter, Investors Chronicle, 3/6/2020 Features such as the use of gearing – debt – and the ability to pay income from capital reserves give trusts advantages that could give your Isa an edge. They are also, arguably, better suited to investing in illiquid assets such as […]
Renewable energy infrastructure companies hit by falling power prices By David Brenchley , Investment Week, 9 March 2020 A fall in power prices that has significantly reduced net asset value (NAV) of renewable energy infrastructure investment companies over the past six months is likely to remain a headwind for a sector that has been popular […]
Investors look to snap up investment trust bargains Investment Week, 26 March 2020, by David Brenchley Discounts as wide as during financial crisis Clients at interactive investor said they were more interested in buying investment trusts now than they were a week ago. A survey run by the investment platform between 23 March and 25 […]
Risky Renewables: the bulls vs the bears by Jennifer Hill, Issue 53, Investment Trust Insider ezine Until recently, shares in renewable infrastructure investment trusts were trading at all-time highs, reflecting investor enthusiasm and flows into the asset class. However, a string of negative broker notes has cast doubt on the sustainability of returns and caused their premiums over net asset value (NAV) to drop. […]
10 investment trusts for your Isa 2020 Dave Baxter, Investors Chronicle, 6 March 2020 Features such as the use of gearing – debt – and the ability to pay income from capital reserves give trusts advantages that could give your Isa an edge. They are also, arguably, better suited to investing in illiquid assets such as property and private equity so could […]
Should income-seekers take a look at opportunities in the high-yielding leasing sector? Investment Week, David Brenchley, 2 March 2020 Recent precipitous share price falls in the Association of Investment Companies’ (AIC) leasing sector may have presented an investment opportunity for income-seekers, but caution remains warranted, according to experts. ..Charlotte Cuthbertson, co-manager of the Miton Global […]
Something a bit unusual – an article that we wrote that didn’t actually get published – reproduced here in full Conferences, conventions and sporting events are being cancelled left, right and centre but investment company directors shrugged that off and flocked to a well-attended annual AIC conference on Wednesday 4th. As always, there were some […]
Investment trust insider Smithson versus North Atlantic – James Carthew: Smithson is flying, North Atlantic is trying Global smaller companies trust Smithson (SSON) published its inaugural results last week. By most measures, it has had a phenomenal start in life: the largest investment trust launch ever (£822.5m), topped up with another £426m of share issuance, and […]
Investment trust insider on health care – James Carthew: healthcare trusts cut through US political noise Just nine months to go until the US election. If only we could lock all the candidates in a room for a year beforehand and harness the hot air. Instead we are condemned to endless opinion polls, voting shenanigans and […]
