Investment Trust Insider on Ecofin and Premier utilities and infrastructure funds James Carthew: knee-jerk rejection of utilities is wrong The lines between utilities and infrastructure have been blurred somewhat. The two investment companies that sit in the utilities sector, Ecofin Global Utilities and Infrastructure (EGL) and Premier Global Infrastructure (PGIT), have (as their names suggest) […]
Investment Tust Insider on Latin America James Carthew: Latin volatility requires a long-term view Latin America has done surprisingly well since I last looked at BlackRock Latin American (BRLA) and Aberdeen Latin American Income (ALAI) two-and-a-half years ago. Its markets were very much out of favour as sabre rattling by Maduro in Venezuela, falling commodities […]
Investment Trust Insider on Seneca Global Income & Growth James Carthew: this trust swerved Conviviality crash The collapse of stock market darling, Conviviality (CVRC), has caught a few people by surprise. Quite a few UK small cap managers benefited from Conviviality’s rise. It came to the market in an initial public offering in 2013 at £1 […]
Investment Trust Insider on Seneca Global Income & Growth James Carthew: this trust swerved Conviviality crash The collapse of stock market darling, Conviviality (CVRC), has caught a few people by surprise. Quite a few UK small cap managers benefited from Conviviality’s rise. It came to the market in an initial public offering in 2013 at £1 […]
Investment Trust Insider on Supermarket Income REIT James Carthew: Supermarket Inc should go down main aisle Last summer Supermarket Income (SUPR) presented investors with a new alternative in their search for predictable, inflation-linked yields. Since then the real estate investment trust (Reit) has announced quarterly dividends of 1.375p, equating to a 5.5% yield on its […]
Investment Trust Insider on Starwood European Real Estate Finance James Carthew: Starwood loan fund shines after slow start Starwood European Real Estate Finance (SWEF) celebrated its fifth birthday in December. As the name suggests, it invests in debt secured against property in the EU. Its loans typically range between three and seven years with the […]
QuotedData on F&C’s 150th birthday, plus our monthly roundup featured in DIY investor magazine. The granddaddy of the investment trust sector, Foreign & Colonial Investment Trust, is rapidly approaching its 150th birthday. It is a remarkable achievement for a company to remain relevant over such a long period. What, perhaps is even more remarkable is […]
QuotedData on F&C’s 150th birthday, plus our monthly roundup featured in DIY investor magazine. The granddaddy of the investment trust sector, Foreign & Colonial Investment Trust, is rapidly approaching its 150th birthday. It is a remarkable achievement for a company to remain relevant over such a long period. What, perhaps is even more remarkable is […]
Investment Trust Insider on battery storage James Carthew: the economics of storing energy in batteries Two weeks ago when I wrote about Bluefield Solar Income Fund (BSIF) I referred to a couple of new solar power plants that planned to operate without government subsidies by augmenting their revenue with the aid of battery storage plants. […]
Securities analysts face pressure to reinvent themselves Yak farmer? Maybe. Restaurateur? Perhaps. Or how about sinking your redundancy cheque into a small gin distillery? For many City analysts, the need to reinvent themselves has never been so pressing.A shake-up in securities analysis is under way, courtesy of January’s Mifid II rules that require greater disclosure […]
