Edinburgh Investment Trust comment in Investment Week – Investors ‘underwhelmed’ by Barnett replacement on Edinburgh investment trust The decision made by the Edinburgh investment trust board to oust manager Mark Barnett following a period of prolonged underperformance came as “little surprise” and is a “welcome move”, according to several investment trust professionals. However, the board’s decision […]
Investment trust insider on closed-end property – James Carthew: four bargain property trusts open-ended investors could consider [First on the agenda this week is to congratulate Octopus Renewable Infrastructure Trust (ORIT) and its broker, Peel Hunt for pulling off the biggest fundraise of 2019. Having targeted £250m, the trust managed to raise £350m. The Schiehallion Fund […]
ICYA 2019: Shining the spotlight on the industry’s best-kept secret Investment Week’s 21st annual Investment Company of the Year Awards were held at London’s Sheraton Park Lane at the end of last month. The awards aim to reward and recognise excellence in the closed-ended fund management space, using a combination of quantitative and qualitative analysis. […]
QuotedData’s Richard Williams surveys the retail and industrial property sectors – Balancing yield and risk in the property sector Investment Week, 2 December 2019, Richard Williams The lure of an attractive yield has made property companies and real estate investment trusts (REITs) particularly interesting at the moment. But, of course, with a healthy yield comes some […]
Investment trust insider on Henderson Diversified Income – James Carthew: the bond fund shunning loans in a slowdown For some time now, the economic headlines have been getting gloomier. Hopes of an end to trade hostilities buoy markets from time to time, as do hopes of a resolution to Brexit. Nevertheless, a consensus has grown over […]
Illiquid assets in open and closed funds – Avoid fund fractures with regular stress tests Hannah Smith, Money Observer, December 2019 Investors trapped in the beleaguered Woodford Equity Income fund were hoping that the shuttered fund might reopen in December and they could get their money back. But instead of a Christmas miracle, they’re getting a […]
Industry experts offer investment ideas for the long term – 10 investment funds to buy and hold for 30 to 40 years November 27, 2019 by Jennifer Hill An investment made on behalf of a grandchild stands to last a lot longer than the latest must-have gadget or piece of plastic tat, especially for those who take a […]
Investment trust insider on Baillie Gifford European – James Carthew: why I like the look of the revamped European Baillie Gifford’s stable of investment companies has expanded in recent years. Last week I met the managers of its latest addition, European Investment Trust (EUT), which is shortly to be renamed Baillie Gifford European Growth (BGEU) when […]
Investment trust insider on New City High Yield – James Carthew: New City’s high-yield, cautious bond fund It has been over four years since I last looked at CQS New City High Yield (NCYF). The Jersey-based investment company has grown its market value to £253 million from £216 million. It has moved sectors, from UK Equity […]
Retail property stocks are in the bargain bin Max King 30/10/2019 The savage bear market in the retail property sector may be over, but investors must tread carefully. A24% jump in the share price of Intu Properties on 11 October, a 10% jump in Hammerson’s share price and strength in other property companies with retail […]
