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 […]
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 […]
