James Carthew comments on GCP in Tom Aylott’s article: ‘The discount is far too wide, but that means new investors can buy shares on close to a 10% yield in a company that has almost no gearing, sits higher up the capital stack than most listed infrastructure and renewables companies – with the reassurance that […]
James Carthew comments on SEIT’s future in Michael Nelson’s article: “I do not want to see it wound up – the dividend yield is doing wonders for my portfolio income, but my sense is that investors do not really understand the investment proposition, which is quite different to many other peers in the renewables sector.” […]
James Carthew reviews an extraordinary 12 months of the Trump administration and other global political developments in Jonathan Davis’ The Investment Trusts Handbook 2026: “Generally, the small-cap revival that we have seen in Europe has not been echoed in the UK, although some trusts have done well for stock-specific reasons (often takeover-related). Here, the star […]
James Carthew on the BG trusts’ merger proposals in Patrick Hosking’s article: “I have to say that I am with Saba on this one. The whole point of persevering with EW is that small caps are out of favour globally. I want to hold it for the eventual global small cap recovery. I do not […]
James Carthew: Nearing time to top up on overly discounted RIT Capital RCP’s discount remains on a steep discount, but its steady NAV recovery could soon drive demand. Remarkably, given its size – both by market cap and the weighting within my own portfolio – it is some time since I took a close look […]
James Carthew comments on corporate governance and the proposed merger of BG trusts in Mike Sheen’s article: “It really isn’t a good idea to have a board comprised of directors selected by a single shareholder, or a board with zero experience of UK company law or UK corporate governance,”.. Read the article here
James Carthew comments on the proposed changes to the subsidies in Jennifer’s Hill’s article: “In fact, I wonder whether the discounts now also reflect my feared outcome of this, which is that a future government that is less keen on renewable energy and addressing climate change cites this as a precedent for scrapping subsidies altogether […]
James Carthew comments on changes in mandates in Val Cipriani’s article: “If you look at all the different factors that have been influencing markets, the one style that is still not working is quality,” Read the article here
James Carthew on the proposed BG trusts merger in Christian Mayes’ article: “The whole point of persevering with Edinburgh Worldwide is that small caps are out of favour globally. “I want to hold it for the eventual global small cap recovery. I don’t hold Baillie Gifford US Growth and don’t want to. If the merger […]
James Carthew comments on the Baillie Gifford trust merger proposals in Eve Maddock-Jones’ article: “The whole point of persevering with EWI is that small caps are out of favour globally. I want to hold it for the eventual global small cap recovery. I do not hold USA and do not want to. If the merger […]
