Emma Agyemang, FT Money, 15 November 2019 Family fortunes: how to invest alongside the wealthy What is the secret to keeping wealth in the family? It might just lie in investment trusts. For generations, Britain’s richest families have turned to closed-ended funds to preserve and grow their wealth. Witan Investment Trust was launched in 1909 […]
Investment trust insider on JPMorgan Chinese Election fever is upon us, although I suspect that, for most of us, it’s a case of when will it end? At least in the UK we will hopefully put the campaigning behind us in a month. In the US voters have just under a year of political squabbling […]
Investment trust insider on JZ Capital and Doric Nimrod – James Carthew: my two investment trust clangers leave me at a loss I think it is important to acknowledge that with my portfolio, as with most investors, things go wrong, sometimes spectacularly. In part, I bring this on myself as I have a penchant for esoteric, […]
Investment trust insider on Martin Currie Portfolio – James Carthew: new manager Osmani lifts Global Portfolio This week I wanted to have a look at one of the more successful global investment trusts over the past year, but first I thought I would address the dire state of the new issue market. Investors may be transfixed […]
Money Observer, October 23, 2019 by Hannah Smith ..Social housing investment trusts seemed like a promising investment opportunity when they began courting investors three years ago..But these specialist real estate investment trusts (REITs) haven’t proved as safe as houses, as discounts have ballooned and share prices have fallen in 2019. The reason for this was a series […]
Trust experts welcome Schroders win of WPCT mandate – Questions remain unanswered Investment company analysts have welcomed the appointment of Schroders as investment manager of Woodford Patient Capital Trust (WPCT) but await further clarity on the experience of the team and how the existing portfolio will be managed to avoid the fire-sale of assets. ….Meanwhile James […]
Company research quality falls amid tighter European rules Louisa Clarence-Smith, October 14 2019, The Times Listed companies have suffered a decline in the quality and quantity of analyst coverage since new European rules were introduced, according to research that contradicts official views. The regulations, which came in at the start of last year, force brokers […]
Rothschild buys stake in UK equity research house Redburn Anglo-French bank’s move reflects pressure from EU markets rules FINANCIAL TIMES, George Hammond and Philip Stafford, JULY 17 2019 Rothschild & Co has acquired a minority stake in UK equity research house Redburn, in a rare vote of confidence in European analyst research, which has been […]
Tough times for brokers as they face long list of challenges Groups such as Arden and WH Ireland hit by dire market for new listings and Mifid II FINANCIAL TIMES, Cat Rutter Pooley, JULY 29 2019 British brokers shepherd companies to market and help them raise more money when they get there. Lately some of […]
FINANCIAL TIMES, Lex, 17 July 2019 Independent equity research is one of those businesses everyone hopes will survive, providing someone else pays for it — like Woolworths, in its day. Ask Redburn Europe. Hard times have pushed the research-driven broker into the arms of Rothschild & Co. This should bolster the European redoubt of the […]
