Linus Uhlig, Investment Week, 02 May 2025: The first-of-its kind proposed rollover of an investment company into an actively managed UCITS ETF shows that Saba’s push for liquidity is beginning to bear fruit, according to analysts. Today (2 May), Middlefield Canadian Income (MCT) said it intends to propose an option to offer liquidity to shareholders, […]
By Patrick Sanders, Reporter, Trustnet, 23 April 2025: Donald Trump’s indecision on everything from tariffs to whether he is going to fire Federal Reserve chair Jerome Powell is giving investors whiplash, causing volatility and uncertainty. Some investors have responded by pulling back and favouring more cautious assets such as gold or bonds. But this is […]
Elliot Gulliver-Needham, Investment Reporter, CityAM, 17 April 2025: The board of Harmony Energy Income has agreed a takeover offer by Foresight Group in what could mark the end of the firm’s close-fought bidding war with rival Drax. Harmony’s board recommended a new offer from Foresight of 92.4p per share, a five per cent premium to […]
Tom Aylott, Portfolio Adviser, 17 April 2025: Fidelity Japan will be open to bids for a potential merger from other investment trusts if its upcoming continuation vote is approved, according to a stock exchange announcement this morning (17 April). It received a merger proposal from AVI Japan Opportunities earlier this month but has since been […]
This fund is well equipped to ride out Trump’s tariff storm Murray International’s scepticism of America’s overpriced stock market has paid off In times of turmoil, there is a natural tendency to sit on your hands. However, Questor feels that investors looking for a globally diversified trust – with a longstanding underweight exposure to expensive […]
By: Elliot Gulliver-Needham, Investment Reporter, CityAM, 17 April 2025: The board of Harmony Energy Income has agreed a takeover offer by Foresight Group in what could mark the end of the firm’s close-fought bidding war with rival Drax. Harmony’s board recommended a new offer from Foresight of 92.4p per share, a five per cent premium […]
Investment trust insider on Odyssean – James Carthew: Falling Odyssean and maximum despair on UK small caps UK smaller companies investment trusts have been some of the worst performers in the sector over six months, led by the popular Odyssean. Trump’s on-again, off-again tariff policy has caused chaos in markets. However, it is surprising that […]
By ROSIE MURRAY-WEST, Mail on Sunday, 13 April 2025: When Katy Perry first sang Firework 15 years ago, it seemed unlikely that she would ever ‘shoot across the sky’ like the subject of her top-selling hit. But this week, the 40-year-old singer will fly 62 miles above the earth’s surface on Jeff Bezos’s Blue Origin […]
by Val Cipriani, Investors Chronicle, April 10, 2025: Novice investors are often warned against backing a company just because they appreciate its products.. The majority of private companies in trust portfolios are names that only experts in certain sectors will be familiar with. But the table below lists 11 private companies that UK investors may […]
By Emma Wallis, News editor, Trustnet, 8 April 2025: During periods of market turbulence when investors want to run for the hills, capital preservation strategies come to the fore. Two of the best-known investment trusts that invest cautiously and prioritise downside protection are Personal Assets and Capital Gearing.. The two trusts have similar goals but […]
