Investment trust insider on NB Private Equity – James Carthew: With patience NB Private Equity can have more brilliant years NB Private Equity has faced difficulties since a stellar 2021, but there is probably latent value stored up in the investment company’s portfolio. Last week I had the chance to catch up with Paul Daggett, […]
By ROSIE MURRAY-WEST FOR THE MAIL ON SUNDAY, 15 June 2025: After the blowout comes the debt hangover – and economic experts expect us all to end up with sore heads and wallets after Rachel Reeve’s Spending Review last week. But while we wait to see which of our taxes she’ll raise in the autumn […]
Jennifer Hill, from interactive investor, 9th June 2025: In the investment world, few sectors have experienced as sharp a reversal as renewable energy infrastructure trusts. Once buoyed by strong investor demand, these vehicles – powered by sun, wind, and waves – offered the appeal of clean energy alongside reliable, high-yield income. But as interest rates […]
Investment trust insider on the end of US exceptionalism – James Carthew: Investment trusts for the end of US dominance Scottish Mortgage is one of several global investment trusts that are notably underweight North America. In recent weeks, the number of commentators suggesting that US exceptionalism is dead, the US economy is in trouble, and […]
Rachel Reeves forced a rise in care home fees, but this trust won’t sacrifice quality Built from past failures, this Reit has a bright future Ensuring that loved ones with dementia are well cared for will be something that preys on the minds of many readers. About 4.2pc of all people over the age of […]
By Patrick Sanders, Reporter, Trustnet, 04 June 2025 Investors should not give up on the Monks Investment Trust despite a wobbly past half decade, according to market commentators, although there is a split on whether now is a good buying opportunity or if investors should just stand pat. Monks Investment Trust is one of the […]
James Carthew: Trust wind-downs are full of pitfalls Buying investment companies on hopes of a windfall when they wind down can mean a long wait with much potential for disappointment. The investment companies sector continues to shrink. Of the 281 companies that I follow, no less than 34 are now in managed wind down and […]
by Val Cipriani, Investors Chronicle, May 30, 2025: Small-cap companies outperform large caps in the long term – or so the traditional thinking goes. Their size means they have high growth potential, and they are often misunderstood or ignored by other investors, meaning they can be mispriced. Holding the right selection of smaller companies should […]
Tom Aylott, Portfolio Adviser, 29 May 2025: Supermarket Income REIT has announced plans to move from a closed-ended investment fund to equity shares as a commercial company. The decision comes after the trust internalised its management function earlier this year, which could save the company £4m a year in operating costs. In a stockmarket announcement, […]
James Crux, Shares Magazine, Thursday 29 May 2025: Discounts to the value of assets held, and more rarely premiums, are par for the course when it comes to investment trusts. These are best understood as the gap between the share price and the net asset value (NAV). For example, a trust with 100p of assets […]
