by Dave Baxter, Investors Chronicle, October 10, 2025: It has been a good year so far for UK equity fund managers, with the FTSE 100 surging and plenty of portfolios making hay.. But it’s worth noting that some of the best-performing UK equity funds also invest liberally in overseas shares.. Temple Bar leads the pack […]
by Holly McKechnie, Investors Chronicle, October 9, 2025: Following its unsuccessful bid earlier this year to take over seven investment trusts, US activist investor Saba Capital Management has renewed its efforts to create a collective vehicle to invest in trusts trading on discounts. As reported by the Financial Times, the activist firm run by Boaz […]
By Matteo Anelli, Deputy editor, Trustnet, 07 October 2025: Experts discuss how to invest in the emerging world. Emerging markets add growth and diversification to portfolios and are trading cheaply against developed markets. They are also more volatile and less liquid, but not necessarily riskier if risk is understood in terms of a permanent loss […]
by Beth Brearley from interactive investor, 7th October 2025: Large chunks of investor money can make it tricky for fund managers to quickly invest it as opportunities arise, particularly in the small and mid-cap space where it can prove difficult to enter or exit positions. As a fund grows in size, the investment universe becomes […]
By Matteo Anelli, News editor, Trustnet, 06 October 2025 Experts discuss why (and how much) you should invest in fast-growing economies. Emerging markets come in and out of favour and this year they are back with a boom: 2025 has been a ‘stellar year’ for emerging markets so far, with China and Latin America topping […]
by Dave Baxter, Investors Chronicle, October 2, 2025: It has been a tough few years for the renewable energy infrastructure trusts, as illustrated by the latest plan at Octopus Renewables Infrastructure (ORIT). The trust has unveiled what it dubbed a “strategic road map for growth”. This includes around £30mn of share buybacks and seeking to […]
Investment trust insider on Tritax Big Box REIT – James Carthew: The overly discounted Reit with plenty of growth ahead Investors are cautious of Tritax Big Box’s descent from a 30% premium to 26% discount, but its lengthy pipeline of M&A activity makes it one to watch. Tritax Big Box Reit (BBOX) ranks as one […]
Tara O’Connor, FTAdviser, 29 September 2025: Exchange traded funds are an efficient way of gaining exposure to equity indices while maintaining liquidity, according to advocates of the structure. ETFs can track a market index, providing investors with diversification across the whole or part of a market. In terms of diversification, one ETF can give investors […]
Data from ETFGI on European exchange traded funds for the end of August shows, of the total 3,333 ETFs, 567 were exposed to fixed income, compared with the 1,528 with equity exposure. Deborah Fuhr runs ETFGI and has been doing research on the sector since 1997. She says: “For the first 10 years [of […]
Linus Uhlig, Investment Week, 26 September 2025: In the latest attempt by Saba founder and CIO Boaz Weinstein to continue his activism, the hedge fund has registered for a Dublin-based ETF that will act as a European cousin to its existing closed-ended fund (CEF) ETF in the US. According to people familiar with the matter, […]
