James Carthew comments on the proposed merger between HICL and TRIG in Christian Mayes’ article: “Take two investment companies that are already amongst the largest, most liquid and diversified in their respective sectors, knock them together to create an infrastructure conglomerate with so many moving parts that it’s much harder to analyse, retain all the […]
Investment trust insider on Smithson and HarbourVest – James Carthew: Loss of Smithson highlights need for private equity trusts Smithson’s liquid holdings make it well suited to an open-ended structure, but not all trusts should be looking to do the same. So, it looks as though we are waiving goodbye to Smithson (SSON) after seven […]
James Carthew comments on the proposed merger between HICL and TRIG in Matteo Anelli’s article: “Take two investment companies that are already amongst the largest, most liquid and diversified in their respective sectors, knock them together to create an infrastructure conglomerate with so many moving parts that it’s much harder to analyse, retain all the […]
Investment trust insider on UK government’s misguided subsidy shake up – James Carthew: Gov policy shift is bad news for infra trusts and must be resisted The moving of goal posts creates a precedent for the government to change the terms later if it does not like them. I caught up with Vietnam Enterprise (VEIL) […]