by Dave Baxter, Investors Chronicle, September 11, 2025: With markets racing ahead again despite heightened uncertainty, passive funds have made plenty of ‘easy’ money this year. This is an intimidating backdrop for those seeking to beat the market, be it via an active fund or their own stock picks. Active funds do not have the […]
Investment trust insider on Utilico Emerging Markets – James Carthew: This EM trust has good returns – now to sort the discount Saba target Utilico Emerging Markets has delivered 20 years of solid performance and is taking steps to narrow its share price discount. Last week I attended a dinner in honour of the 20-year […]
Eve Maddock-Jones, Investment Week,10 September 2025: Chrysalis Investments has opted not to cash in on its Klarna investment as the buy-now-pay-later firm IPOs on the Nasdaq.. Matthew Read, head of production and senior research analyst at QuotedData, said that Chrysalis holding onto its shares makes sense given its prevailing 30% discount and the loans it […]
Cristian Angeloni, Investment Week, 04 September 2025: US hedge fund Saba Capital Management has taken a position in another UK investment trust. According to disclosures on the London Stock Exchange on Wednesday (3 September), the US activist investor has acquired a just over 5% stake in SDCL Efficiency Income trust – equivalent to 54,406,116 voting […]
Eve Maddock-Jones, Investment Week, 03 September 2025: Experienced Janus Henderson investor Richard Clode has been appointed to the Bankers investment trust to work alongside current manager Alex Crooke in what analysts hope will be a catalyst for positive change in the company’s performance. Clode is currently a manager on the open-ended £1.7bn Global Technology Leaders […]
Christian Mayes, Portfolio Adviser, 03 September 2025: The £1.2bn Bankers Investment Trust has appointed Janus Henderson technology fund manager Richard Clode (pictured) to run the trust’s North America sleeve. He joined Janus Henderson in 2014 and co-manages the firm’s Global Technology Leaders fund. Clode has previously been involved in investment trusts, having started his career […]
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 […]
