Investment trsut insider on abrdn Asia Focus – James Carthew: Exceptional Asia trusts are overdue a re-rating Chinese-focused investment companies are thriving at a time when many are looking to diversify away from the US. As investors look for alternatives to US assets, Asian markets (with the notable exception of India) have fared relatively well over […]
By ANNE ASHWORTH, Daily Mail, 20 September 2025: President Trump’s visit to Britain blended centuries-old pomp, pageantry – and an investment bonanza into the technology of the last half of the 21st century. Three members of the ‘Magnificent Seven’ of US tech – the Google group Alphabet, Microsoft and Nvidia – are committing billions to […]
Investment trust insider on BioPharma Credit – James Carthew: The overly discounted debt trust I’m considering buying Direct lending trusts are languishing after making some risky loans, but BioPharma Credit is a wholly more robust portfolio. Few parts of the investment companies sector are thriving, but one that is doing well is debt, as I […]
by Val Cipriani, Investors Chronicle, September 12, 2025: Over the past five years, the cumulative level of inflation has amounted to almost 28 per cent, according to the Bank of England. If you are living off income from your investment portfolio, you need this to keep up with the rising cost of living, so that […]
by Dave Baxter, Investors Chronicle, September 11, 2025: With markets racing ahead again despite heightened uncertainty, passive funds have made plenty of ‘easy’ money this year. This is an intimidating backdrop for those seeking to beat the market, be it via an active fund or their own stock picks. Active funds do not have the […]
Investment trust insider on Utilico Emerging Markets – James Carthew: This EM trust has good returns – now to sort the discount Saba target Utilico Emerging Markets has delivered 20 years of solid performance and is taking steps to narrow its share price discount. Last week I attended a dinner in honour of the 20-year […]
Eve Maddock-Jones, Investment Week,10 September 2025: Chrysalis Investments has opted not to cash in on its Klarna investment as the buy-now-pay-later firm IPOs on the Nasdaq.. Matthew Read, head of production and senior research analyst at QuotedData, said that Chrysalis holding onto its shares makes sense given its prevailing 30% discount and the loans it […]
Cristian Angeloni, Investment Week, 04 September 2025: US hedge fund Saba Capital Management has taken a position in another UK investment trust. According to disclosures on the London Stock Exchange on Wednesday (3 September), the US activist investor has acquired a just over 5% stake in SDCL Efficiency Income trust – equivalent to 54,406,116 voting […]
Eve Maddock-Jones, Investment Week, 03 September 2025: Experienced Janus Henderson investor Richard Clode has been appointed to the Bankers investment trust to work alongside current manager Alex Crooke in what analysts hope will be a catalyst for positive change in the company’s performance. Clode is currently a manager on the open-ended £1.7bn Global Technology Leaders […]
Christian Mayes, Portfolio Adviser, 03 September 2025: The £1.2bn Bankers Investment Trust has appointed Janus Henderson technology fund manager Richard Clode (pictured) to run the trust’s North America sleeve. He joined Janus Henderson in 2014 and co-manages the firm’s Global Technology Leaders fund. Clode has previously been involved in investment trusts, having started his career […]
