David Batchelor, senior analyst, QuotedData for Investment Week, 25 July 2025: My reform would be to simplify ISA provision as much as possible. Like so many areas of public policy affecting personal finance, what started out as a good, uncomplicated idea when launched at the turn of the century has been endlessly tinkered with. From […]
By Emmy Hawker, Senior reporter, Trustnet, 25 July 2025: Investors across both the retail and institutional space are increasingly looking to private markets for investment opportunities, with private-equity assets under management projected to reach £7.4trn globally by 2029.. The £41bn 3i Group is the “behemoth” of the private-equity investment-trust world, noted Morgan, pointing to its […]
by Val Cipriani, Investors Chronicle, July 23, 2025: The ability to use debt to ‘gear’ a portfolio is one of the key features that differentiate investment trusts from their open-ended counterparts. Some trusts had even locked in interest rates as low as 1.8 per cent before the market turned three years ago, boosting returns when […]
Christian Mayes, Portfolio Adviser, 22 July 2025: The first ever take-private deal for a private equity investment trust is “bittersweet” for retail investors, according to industry commentators, after the board of Apax Global Alpha agreed terms with Ares Management. The £794m cash offer, which is subject to shareholder approval, comes at an 18.8% premium to […]
Questor on Worldwide Healthcare – The healthcare sector is unloved – this trust is a prime example Despite a strong historical track record, Worldwide Healthcare has suffered of late Questor believes the healthcare sector is looking unloved at the moment. Sven Borho, the co-manager of Worldwide Healthcare Trust, the largest investment trust focused on the […]
Investment trust insider on Seraphim Space – James Carthew: Seraphim Space is coming good Seraphim Space cratered soon after lifting but now seems to have momentum on its side. I last wrote about Seraphim Space (SSIT) back in August 2024. At the time, the trust was trading on a 43% discount, but its fortunes have […]
Investment trust insider on Invesco Global Equity Income – James Carthew: This global alternative to JGGI is on a great run Invesco Global Equity Income Trust may be fairly small, but it has better success at stockpicking than popular JPMorgan Global Growth and Income. Last week, I was contrasting the UK equity income sector’s focus […]
Rates are starting to come down on cash savings accounts driving income-hungry individuals back into equities and bonds in search of better yields at a time when tariffs and volatile geopolitics are expected to keep inflation high.. Shares has consistently championed the unique advantage investment trusts have when it comes to paying regular and progressive […]
by Jennifer Hill, from interactive investor, 10th July 2025: They say diversification is the only free lunch in investing – and multi-asset funds aim to serve it all on one plate. In theory, these all-in-one solutions cushion losses when one market tumbles, as happened during the stock market sell-off triggered by President Donald Trump’s “Liberation […]
Linus Uhlig, Investment Week,10 July 2025: Herald investment trust’s (HRI) ongoing share buyback scheme has pushed activist hedge fund Saba Capital to exceed 30% of the trust’s issued shares, the threshold needed to automatically trigger a bid for the trust. However, given that Saba has entered this territory passively, having previously held a 29.9% position […]
