by Dave Baxter, Investors’ Chronicle, November 29, 2023: The sharp rise in bond yields has had inescapable implications for many an asset class. With the UK 10-year government bond offering a ‘risk-free’ yield of more than 4 per cent, anything racier needs to justify its place in a portfolio with superior growth or income. A […]
Lauren Hardy, Portfolio Adviser, 27 NOVEMBER 2023: Chrysalis investment trust (CHRY) – a £405m company that invests in later-stage private equity firms – will “stand to benefit” from its investment managers Richard Watts and Nick Williamson leaving Jupiter Asset Management and setting up their own entity to look after the trust, according to several investment […]
Investment trust insider on AVI Global Trust – James Carthew: AVI Global’s a busy diversifier that’s worth a look AVI Global Trust (AGT) and its manager have been busy. It was at the forefront of the campaign to tackle failings at Hipgnosis Songs Fund (SONG); AGT profited from the Pantheon International’s (PIN) tender offer and […]
Lauren Hardy, Portfolio Adviser, 22 NOVEMBER 2023: The Financial Conduct Authority (FCA) has been given the power to overhaul issues with cost disclosure regulation unfairly penalising investment companies, it has been confirmed in the statement accompanying today’s (22 November) Autumn Statement. While the move has been applauded, others are disappointed by the pace of change […]
Investment trust insider on RTW Biotech – James Carthew: RTW Biotech will succeed with or without Arix I was singing the praises of capital markets days last week. Last Tuesday, I managed to get along to one held by RTW Biotech Opportunities (RTW). The day was planned some time ago, but the timing was great […]
Eve Maddock-Jones, Investment Week, 17 November 2023: A private members’ bill tabled by former pensions minister Ros Altmann, which urged the government to remove investment companies from the Alternative Investment Fund Managers Directive (AIFMD) regulation, was selected in the ballot last week and will have its first reading on 22 November. Following a debate on […]
by Dave Baxter, Investors’ Chronicle, November 16, 2023: The idea that investment trusts provide a reliable income through thick and thin has truly been tested in recent years, from the UK equity dividend suspensions of 2020 to the bond sell off seen over the last two years and the consequences that has had for yield-rich […]
James Carthew: Pantheon Infrastructure is bursting with value If you can spare the time, the capital markets days that many investment companies put on can be a useful way of getting to know your investments better. Last week I went along to the one held by Pantheon Infrastructure (PINT), which was also streamed online for […]
Cherry Reynard, AIC Compass Magazine, 10 Nov 2023: World leaders gathering in the UAE for the COP 28 at the end of November are likely to reach the now-familiar conclusion that countries ‘could do better’ on net zero targets. A cursory glance at the recent returns of renewable energy and environmental trusts – and their […]
By ROSIE MURRAY-WEST, Mail on Sunday, 13 Nov 2023: If any of your money is in corporate or Government bonds, you’ve had more than just an annus horribilis. Figures from Bloomberg suggest you’ve just endured the biggest bond crash in 150 years, including three consecutive calendar years of negative growth. The fall in bond prices […]
