Investment Trust Insider on Capital Gearing Trust – James Carthew: why I heed the hawks at Capital Gearing Following last week’s article on Henderson Diversified Income (HDIV) and its managers’ concerns about the threat of a recession and a return to deflation, I thought, fresh from attending its investor day, I would put the counter-argument as […]
Fundswire – manager opinion from Capital Gearing In our monthly roundup of the economic and market views of investment company managers and chairmen, we have seen caution and clear guidance that we are in the latter stages of the current economic cycle. Consensus appears to be that, whilst there may be further gains to be […]
Mail Online : Baillie Gifford Japan Trust Trust : Investors reap a 135% return over five years, as Japan overcomes it perennial disappointment reputation By Jeff Prestridge for the Mail on Sunday Analysts at QuotedData are quoted in the following article: Investment trust Baillie Gifford Japan does not like change … Research analysts at QuotedData says key to the […]
Investment Trust Insider : look out for credit quality not rising rates James Carthew, head of investment company research at QuotedData and Investment Trust Insider columnist wrote the following article: Investment Trust Insider : look out for credit quality not rising rates Markets move in cycles and, for a long time now, we have been in an upcycle. […]
Investment Trust Insider : F&C discount flags value in property trusts James Carthew, head of investment company research at QuotedData and Investment Trust Insider columnist wrote the following article: Investment Trust Insider : Trust buster Lazard World gets fatal taste of its own medicine Discounts seem to be widening in the property sector again but Intu (INTU), the retail property group, […]
Investment Trust Insider : F&C discount flags value in property trusts James Carthew, head of investment company research at QuotedData and Investment Trust Insider columnist wrote the following article: Investment Trust Insider : Trust buster Lazard World gets fatal taste of its own medicine Discounts seem to be widening in the property sector again but Intu (INTU), the retail property group, […]
Investment Trust Insider : Breath-taking range of new trust launches James Carthew, head of investment company research at QuotedData and Investment Trust Insider columnist wrote the following article: Investment Trust Insider : Breath-taking range of new trust launches The scale of fund raising being attempted in the investment companies sector at the moment might be unprecedented. Previous […]
Investment Trust Insider : Trust buster Lazard World gets fatal taste of its own medicine James Carthew, head of investment company research at QuotedData and Investment Trust Insider columnist is mentioned in the following article: Investment Trust Insider : Trust buster Lazard World gets fatal taste of its own medicine Buying stakes in under-loved investment trusts […]
Investment Week : Merian trust reaction: ‘Exciting’ but ‘high risk’ James Carthew, head of investment company research at QuotedData is quoted in the following article: Investment Week : Merian trust reaction: ‘Exciting’ but ‘high risk’ Merian targeting a fundraising of £200m The reception to Merian Global Investors’ plans to launch its first trust investing in […]
Investment trust insider on Tufton Oceanic Assets (SHIP) James Carthew: the novelty of ship funds bearing income Tufton Oceanic Assets (SHIP) is not quite a year old, raising $91 million in its flotation last December to invest in vessels in the second-hand market. At the start of this month SHIP announced it was fully invested […]
