Investment trust insider on BlackRock Frontiers – James Carthew: Keep an eye on BlackRock Frontiers as the rest of the world wakes up It’s worth looking around for future sources of outperformance as US assets and the dollar start to falter. For many years now, UK investors have been switching into US or global index […]
By Emmy Hawker, Senior reporter, Trustnet, 29 August 2025: Sustainable investing has lost some of its shine in recent years but that does not mean investors have to shelve their environment, social and governance (ESG) concerns until the broader market swings back around.. James Carthew, head of investment company research at QuotedData, said: “In the […]
Investment trust insider on CVC Income & Growth – James Carthew: This high yielder has delivered but beware of the risks CVC Income & Growth offers an attractive yield of close to 8% and has delivered excellent returns, but there are risks to consider. In keeping with last week’s theme of covering an investment company […]
by Val Cipriani, Investors Chronicle, August 22, 2025: The private equity industry has a problem: in an environment of higher interest rates and economic uncertainty, doing deals is no longer as easy as it was in 2021.. Despite the challenging backdrop of the past three years or so, many private equity trusts have continued to […]
Linus Uhlig, Senior Reporter, Investment Week, 19 August 2025: Last month, a vehicle managed by Apax Partners and funded by Ares Management agreed to acquire Apax Global Alpha (AGA) trust in a deal worth £794.5m. While takeovers are not unusual in the wider investment trust market, this marked the first time a listed private equity […]
Investment trust insider on Merchants Trust – James Carthew: Has Merchants Trust gone off track? Merchants has started to derate as performance trails way behind fellow value-focused UK income trust Temple Bar. I have been writing the column for quite a few years now but there are still a few trusts that I have not […]
By Patrick Sanders, Reporter, Trustnet, 15 August 2025: Investors should consider pairing their global equity trackers with private equity, renewables, global small caps or fixed income strategies, according to Matthew Read, senior analyst at QuotedData. Despite a heightened volatility in global markets this year, trackers have remained some of the most popular funds among investors, […]
By Emmy Hawker, Senior reporter, Trustnet, 14 August 2025: With UK inflation hovering at 3.6%, investors face the ongoing challenge of chasing returns that don’t only grow their wealth but outpace the rising cost of living. Following the Bank of England’s decision to cut interest rates from 4.25% to 4%, money-market-funds and cash returns will […]
Eve Maddock-Jones, Investment Week, 12 August 2025: A merger was first floated back in April and now the two parties have put out their heads of terms, which will see participating FJV shareholders either fully roll their assets into the reformed AJOT vehicle or cash out at 1% less than FJV’s Formula Asset Value (FAV). […]
Investment trust insider on style, AI, and Smithson – James Carthew: Too early for me to make ‘contrarian’ play on Smithson As giant AI-related stocks continue to reign supreme, Smithson’s focus on high-quality small caps is worth considering. This week I want to ponder the importance of investment style on returns. It is over three […]
