By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 10 September 2022: There was a real ‘back to school and back to business’ feel in the air last week – until we learnt of the sad death of the Queen. While parents took pictures of uniformed offspring outside their front doors, the press took pictures of the […]
Investment trust insider on Sustainable Farmland – A simpler route to Sustainable Farmland After a prolonged period when flotations of new investment companies seemed to be off the table, three closed-end funds have decided to brave the storm and launched their initial public offers (IPO). The three – Welkin China Private Equity (WCPE), Sustainable Farmland […]
Investment trust insider on investment company short positions – James Carthew: The UK’s most shorted investment companies The pound is sliding. This is hardly surprising given the state of the nation’s finances and the apparent sprouting of a magic money forest to fund tax cuts and energy price subsidies. Against this backdrop, I find it […]
Jayna Rana, inews, September 5, 2022: After years of outperformance due to the success of growth and technology stocks, both of which feature heavily in the USA’s biggest indices, the country has struggled since the turn of the year. Inflation has been steadily climbing and we have already seen US central bank, the Federal Reserve […]
Investment trust insider on discount opportunities – James Carthew: India trusts on the most unsuitable discounts This has not been a great year for the investment company sector so far. Launches have dried up, fundraising is constrained to a few sectors, and performance figures are looking quite poor in some areas as a combination of […]
Christopher Akers, Investors’ Chronicle, September 1 2022: Investing in frontier markets means putting your money into economies whose exchanges are considered to be even less developed than emerging markets. The risks, from less liquid trading to limits on the foreign ownership of companies, reflect this. But if you can tolerate these risks, investing in frontier […]
Ian Conway, Shares Magazine, 18 August 2022: With inflation eating away at investors’ income, high-yield trusts can look very appealing. However, the big question investors should ask before committing themselves is just how sustainable are the dividend streams? In this article we analyse four of the highest-yielding trusts, with a diverse mix of income generation, […]
James Crux, Shares Magazine, Thursday 18 August 2022: If you want to build up a pot of money for the future, be it retirement or paying for some of life’s expenses including children’s university fees or a loft conversion, investment funds can be a great way to grow your savings. They enable you to quickly […]
Investment trust insider on Riverstone Credit Opportunities – James Carthew: Riverstone Credit comes with baggage but could see 15% annual gains Riverstone Credit Opportunities (RCOI) has a market capitalisation of just $79m (£65m), which limits its usefulness as far as most institutional investors are concerned. It would like to trade at or above asset value, […]
James Crux, Shares Magazine, 11 August 2022: Investors seeking a ready-made portfolio of high-quality small fry selling at a knock-down price should consider Montanaro UK Smaller Companies (MTU). The investment trust has a long track record of outperforming peers, and its shares are currently trading at 7.7% below the value of its assets. While it […]
