Matthew Read, senior analyst at QuotedData, analyses how two different trusts invested in Japan are benefiting – or not – from the country’s internationalisation and Shinzo Abe’s three arrows reform agenda. As Japan enters another recession, more fears surface about whether Abenomics is really working, with the country yet to show it has succeeded in […]
Stock market ups and downs can worry investors and can create a barrier to investing by causing an increased fear of poor performance. Given this natural state of mind, it is useful for investors to revisit strategies that can be used to provide extra protection in uncertain times. See more at http://whichinvestmenttrust.com/generating-returns-in-volatile-times/
Investment trusts specialising in China and large cap commodities were winners in October, according to research from QuotedData. See more at: http://www.portfolio-adviser.com/news/1025864/china-commodities-trust-winners-october#sthash.29DHnKVK.dpuf
The economic slowdown in China is impacting other countries in Asia and the developed world, and hopes of growth in consumer spending and the services sector coming to the rescue are fading. Rebalancing the economy away from infrastructure investment and traditional industrial drivers, while cushioning the services sector and allowing new industries to develop, is […]
Recent attempts by Sherborne Investors (SIGB) to take over the board of Electra Private Equity investment trust (ELTA) is an example of where a large shareholder can exert a great deal of control and influence over an investment trust – whether the small private shareholders want it to or not. However, some instances where having […]
Peter Ewins, manager of F&C Global Smaller Companies investment trust, is eyeing opportunities all over the world. http://citywire.co.uk/money/fandc-s-ewins-buys-small-cap-bargains-after-the-sell-off/a836116
The appointment of two new non-executive directors at Alliance Trust should reassure shareholders but pressure remains to deliver improved performance at the trust, experts say. http://www.fundweb.co.uk/news-and-analysis/will-new-alliance-trust-directors-bring-change-to-the-trust/2023856.article
Investing in halls of residence can be tricky though high yielding Empiric Student Property and GCP Student Living have made it work. http://citywire.co.uk/money/student-property-trusts-pass-the-test-as-income-funds/a835627
By investing in ‘convertibles’ – bonds that can convert into shares – JPMorgan Global Convertibles Income offers a strong yield. But why the secrecy over its investments? http://citywire.co.uk/money/the-convertibles-investment-trust-shrouded-in-secrecy/a842531
