This week I thought I would write something on BlackRock Latin American Trust. China might have attracted all the headlines recently but the knock-on effect of its slowdown on Latin America has been dramatic. Regional markets have been awful, and the situation has persisted for some time now. http://citywire.co.uk/money/lat-am-trusts-my-worst-call-yet-but-im-not-quitting/a842523
The performance of utilities companies across the world has been difficult so far this year, following strong performance in 2014. A relatively benign interest rate outlook, coupled with modest growth, saw the US provide much of the gains last year, but this year investors have become increasingly wary of the potential for interest rate rises […]
Investment Weeks asks – Is now the time to increase exposure to emerging markets? http://www.investmentweek.co.uk/investment-week/feature/2427487/is-now-the-time-for-investors-to-increase-exposure-to-emerging-markets-part-I
https://www.sharesmagazine.co.uk/articles/feast-on-dividends We explore what’s on the menu for investors wanting to earn a tasty income via stocks, funds and ETFs Bank of England governor Mark Carney’s hint earlier that interest rates could start rising by the ‘turn of the year’ is unlikely to dampen the attraction of equities as a core source of income for […]
http://www.investorschronicle.co.uk/2015/08/13/funds-and-etfs/the-big-theme/retire-on-investment-trust-income-kn9TCSWO3A2NBDlt9wLMSL/article.html Over the past few years the number of investment trusts paying quarterly dividends has increased, with 118 out of more than 400 investment companies paying a quarterly dividend, according to a recent survey by QuotedData. Meanwhile, five investment trusts pay a monthly dividend, in contrast to only one 18 months ago.
http://www.fundweb.co.uk/news-and-analysis/peer-to-peer-lending-leads-bumper-investment-trust-fundraising/2023047.article The peer-to-peer focused P2P Global led investment trust fundraising for July, which was another bumper month for assets raised, reaching £1.6bn. Research from QuotedData found that July was another big month for money raised, higher than the £1bn raised in June and the £870m in May.
http://www.moneyobserver.com/news/21-07-2015/discount-trends-big-names-big-prices Investment trusts with big name managers saw their share prices soar over the second quarter as investors sought out the best active management.
UK smaller companies funds feature quite prevalently in the lists on the back of a decisive election result in the UK and some funds close to the end of their lives made significant progress during the quarter for stock specific reasons. http://whichinvestmenttrust.com/the-investment-trust-winners-and-losers-in-q2/
UK small-caps has emerged as the stand-out sector for investment trusts in Q2 2015, according to statistics from QuotedData. The report, published 16 June, showed that UK smaller companies-focused mandates accounted for the majority of best-performing funds in NAV terms for the quarter. http://www.portfolio-adviser.com/news/1023811/uk-companies-trusts-dominate-q2-performers
QuotedData reports that the investment trust sector expanded by about GBP2.4 billion over the second quarter of 2015, taking in close to GBP2.9 billion and handing back just over GBP450 million. The firm comments that many of the funds raising money are not designed to throw off high levels of income, suggesting that investors are […]
