by Kyle Caldwell from interactive investor, 8th August 2022: Investment trust bargains are back, with the average discount moving from a lowly 2.2% at the start of this year to 7.4% today. Prior to the strong month for stock markets in July, that average discount figure was even wider, hitting a 12-month peak of above […]
Investment trust insider on Pantheon International – James Carthew: I’m still willing to PIN my hopes on a cheap private equity stalwart The Pantheon International (PIN) annual report is out – all 200 pages of it – and I think it’s worth dissecting. Over the 12-month period ended 31 May 2022, the fund, which is […]
Richard Williams for Investment Week, 21 July 2022: As the wider economic challenges grow, providing insulation from the worst of the downturn has become a priority. The social housing sector has all of the characteristics to provide this protection, while also delivering substantial social impact. Despite the fundamental asset being residential property, it has very […]
By ANNE ASHWORTH FOR THE DAILY MAIL, 5 August 2022: During this summer of high anxiety about Planet Earth, space has become a focus of attention for investors. What better time to explore technologies that sound like science fiction, but could solve terrestrial challenges, while providing a route to portfolio diversification? The new James Webb […]
Investment trust insider on Fidelity European – James Carthew: Fidelity’s Sam Morse provides good guide through Europe’s gloom As Gazprom restricts gas supplies to Europe and gas prices hit new highs as governments face difficult decisions about how to react, it is probably not surprising that investment companies focused on European equities have been struggling. […]
Investment trust insider on Biotech Growth – James Carthew: BIOG believes the biotech tide has turned Following my recent look at the biotech sector, I thought I would return to Biotech Growth (BIOG) which held its annual general meeting last week when investors got to hear from fund manager Geoff Hsu of Orbimed. The sector […]
Kathleen Gallagher, Investment Week, 19 July 2022: The £1.2bn Chrysalis investment trust has come under fire repeatedly over the past number of months, first for its performance fee payout, then for poor performance and last weekend (17 July), it was compared to the Woodford debacle. All this negative press could weigh on its peers in […]
James Crux, Shares Magazine, 14 July 2022: Long-term investors in Japanese shares have endured several false dawns since the country’s Nikkei 225 stock index peaked at above 38,900 points in 1989. At the time of writing, the Nikkei 225 sits at the 26,393 mark, about 15% off its autumn 2021 one-year peak of 30,670 and […]
Sam Benstead from interactive investor, 12th July 2022: Amid a sea of red this year, one sector is flashing green: infrastructure and renewables. Investors have had very few places to hide this year, as higher interest rates and inflation spark an exodus from the stock market. Year-to-date, US shares have fallen around 20% (S&P 500 […]
By Cherry Reynard, Investors’ Chronicle, July 6, 2022: Amid febrile stock markets, renewable energy infrastructure trusts should be a rare sweet spot. They offer inflation protection at a time of double-digit price rises, high dividends when income is scarce and access to renewables as policymakers strive to decarbonise. They are also exposed to rising power […]
