Investment Trust Insider on Scottish Mortgage – The investment company industry had a good 2017. Money flooded into the sector; we got a couple of new and potentially fast-growing sub-sectors in the form of social housing and biotech debt; discounts narrowed; and, in general, performance was pretty good. By my reckoning, the average equity-focused investment […]
Investment Trust Insider on Biotech – inspired by the launch of our biotech news service on QuotedData, I wrote something for Citywire that looks at some of the exciting stories that have been published just in the last couple of weeks. James Carthew: biotech boom boosts generalist trusts This week I am returning to the […]
Investment Trust Insider on Blue Prism’s inexorable rise Carthew: the beneficiaries of Blue Prism’s inexorable rise Occasionally, early stage technology companies can produce spectacular share price gains. When this happens, even relatively small investments can make a noticeable difference to a fund’s returns. Regular readers of my column may recall that I wrote about the […]
Investment Trust Insider on Blue Prism’s inexorable rise Carthew: the beneficiaries of Blue Prism’s inexorable rise Occasionally, early stage technology companies can produce spectacular share price gains. When this happens, even relatively small investments can make a noticeable difference to a fund’s returns. Regular readers of my column may recall that I wrote about the […]
Investment Trust Insider on ScotGems James Carthew: ScotGems’ soft start needs explanation It has been a busy year for new issues and we still might see a few more make it over the finish line before Christmas. Although property in various forms has been popular, we have also witnessed a few equity trust launches get […]
Investment Trust Insider on the importance of diversification James Carthew: Herald shows Woodford and Biopharma the importance of diversification A month ago I wondered when Biopharma Credit (BPCR), the biggest investment company launch of the year, would get its flotation proceeds invested. Last week it took a big step towards answering this question by committing […]
Investment Trust Insider on Sherborne James Carthew: the trusts that could be Sherborne’s next takeover target At the beginning of July 2017, Sherborne Investors C (SIGC) raised £700 million to ‘realise capital growth from investment in a target company identified by the investment manager with the aim of generating a significant capital return for shareholders.’ […]
QuotedData analyst, Matthew Read, talks to Jennifer Hill at Investment Trust Insider about opportunities within the UK equity income sector. To read the article please click here
James Carthew: new faces and a brighter future for Japan Shinzo Abe, who has just become an internet meme by doing a backward roll into a golf bunker, while hanging out with Donald Trump, has pulled off what Theresa May couldn’t, calling a snap election and securing an increased majority. Japan’s prime minister first secured […]
The rewards of investment trusts and bargain valuations – a podcast QuotedData’s James Carthew was interviewed for investors’ Chronicle’s latest podcast – listen here
