Investment trust insider on ESG – James Carthew: ESG? Riverstone, you’re having a laugh Riverstone Energy (RSE) has just announced a deal whereby it, and other funds managed or advised by its investment manager, will refinance Enviva, a leading player in the manufacture of wood pellets. The pellets are burnt in power stations (like the UK’s […]
Thirsty for income? Here’s how to find a cash oasis in the dividend desert and position your portfolio By ROSIE MURRAY-WEST FOR THE MAIL ON SUNDAY PUBLISHED: 22:26, 25 July 2020 | UPDATED: 10:15, 26 July 2020 Obtaining a nice, safe income stream used to be one of the main reasons for becoming an equity investor. But not any longer. […]
Industry reaction: Baillie Gifford move could give Witan Pacific a ‘new lease of life’ Analysts back move to China mandate David Brenchley Investment Week 23 July 2020 Investment company analysts have backed plans for Baillie Gifford to transition Witan Pacific from a region generalist to a China specific vehicle. Witan Pacific’s board told investors on […]
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 […]
