James Carthew comments on the need for defences in the investment companies sector in Patrick Sanders’ article: “It may also be time for corporate advisers to dust off the rule book and explore legal avenues to insert poison pill defences into investment company structures,” Read the article here
James Carthew comments on Saba and Impax in James Crux’s article: “The Impax story illustrates the damage that anyone with more money than sense can do to the investment companies sector if left unchecked. “Appeals to reason appear to have failed. It is time for the FCA to act. Clarifying the related party rules, as […]
James Carthew comments on the need for action by the FCA in Lotte Edwards’ article: ‘It is time for the FCA to act. Clarifying the related-party rules, as Herald’s board has asked the FCA to do, would choke off Saba’s main line of attack – inserting directors it controls onto boards so that they can hand […]
James Carthew suggests Seraphim Space, Fidelity China Special Situations, BlackRock Frontier Markets, Impax Environmental Markets as ideas for a junior ISA. “Beyond SpaceX, which features in many Baillie Gifford portfolios, there are few ways for investors of all ages to play this new frontier of investment. Manager Mark Boggett believes that many of its holdings […]
James Carthew comments on the cash bid for Augmentum in Patrick Sanders’ article: “How do we get to a situation where a board is happy to recommend a bid at more than a 30% discount to NAV (in monetary terms, giving up £81m out of a NAV of £267m)?” Read the article here
James Carthew comments on the proposed windup of The Diverse Income Trust in Patrick Sanders’ article: “..throwing in the towel now seems perverse,” he said. Read the article here
James Carthew comments on quality stocks in Val Cipriani’s article: “The hit from having something that looked like quality and turned out not to be is really quite significant,” Read the article here
James Carthew: Let’s cure, not kill, the UK’s growth capital trusts Wind-downs and restructurings are hitting the UK’s growth capital trusts but we need these vehicles to support innovators. I did a tidying up exercise on my portfolio early last month and turfed out a couple of small positions including Digital 9 Infrastructure (DGI9) and […]
James Carthew comments on the Throgmorton and BlackRock Smaller Companies merger in James Crux’s article: “Many investors have wondered why BlackRock ran two fairly similar UK small cap trusts and knocking them together makes sense, especially as it will get Saba off their back for a few years and allow them to focus on delivering […]
David Batchelor comments on the growth of Active ETFs in Linus Uhlig’s article: “I would wager that we are nowhere near the ceiling – a quick look across the pond, the definitive home of the structure, shows us that,”. Read the article here
