A couple of weeks ago, I was discussing the possible impact of tariffs on Vietnam. If you recall, the managers of VinaCapital Vietnam Opportunity Fund (VOF) were fairly sanguine about the prospect, reasoning that the US would see Vietnam as an ally in the region and recognise that it was making an effort to address […]
Questor on CQS New City High Yield – Even the global financial crisis couldn’t tarnish this trust’s premium This debt-seeking vehicle treads where others daren’t Debt is huge across investment companies right now – in a good way. Trusts offering access to this sector come with the obvious attraction of rising dividends, which have been […]
Investment trust insider on the buybacks versus dividends debate – James Carthew: ‘Investment companies’ and the dividends versus buybacks debate Most private equity investment companies have the flexibility to choose between returning capital via dividends or buybacks – while the former have seemingly done little to close wide discounts, buybacks are not a panacea either. […]
Tom Aylott, Portfolio Adviser, 27 March 2025: Widening discounts have plagued the investment trust industry for several years now as company shares continue to lose value versus their underlying assets. Multiple efforts were made to remedy this ongoing dilemma in 2024, including the highest level of share buybacks in the sector’s history.. Yet despite boards’ […]
by Jennifer Hill, from interactive investor, 25th March 2025: Markets move in cycles. At any point in time certain areas fly high while others are in the doldrums It is no surprise, then, that infrastructure and renewables funds are among the most popular tactical plays today.. There are plenty of opportunities around. We asked eight […]
Investment trust insider on VinaCapital Vietnam Opportunity – James Carthew: Trump is not too much trouble for my Vietnam trust James Carthew says he is sticking with VinaCapital Vietnam Opportunity and may even add to the £624m trust, after an update from the managers on the effect of the Trump administration. Trump’s trade policies have […]
Jennifer Hill, Investment Trust Insider, 19 March 2025: A few short years ago, the listed infrastructure sector was motoring ahead with regular fund launches and capital raises. In a lower interest rate environment, investors eagerly hitched a ride, drawn to the robust yields and reliable income. But when interest rates and bond yields began to […]
Sorin Dojan, Investment Week, 19 March 2025: Internalising management for REITs removes the risk of further complicating cost reporting for investment trusts, but experts warn the advantages of an externally managed vehicle are also taken away. Their caution came after Supermarket Income REIT (SUPR) put forward proposals to internalise its management function, subject to shareholder […]
by Val Cipriani, Investors Chronicle, March 18, 2025: Shares in capital preservation investment trusts have stayed broadly flat during the latest market sell-off, providing better shelter than during the 2022 bear market. The three defensive wealth preservation trusts, Capital Gearing (CGT), Personal Assets (PNL) and Ruffer Investment Company (RICA), had around 30 per cent of […]
By ROSIE MURRAY-WEST and SIMON LAMBERT, This is Money, 18 March 2025: An income you don’t have to work for is often seen as the preserve of fortunate ‘trustafarians’, whose families use trusts to pass wealth down through the generations. But you can use your Isa to provide your family with a source of tax-free […]
