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 […]
By Emmy Hawker, Senior reporter, Trustnet, 9 July 2025: With US president Donald Trump shaking up trade, diplomacy and the post-war global order, Europe is set to benefit from investors’ rotation away from North America – and there are several funds that the experts think could benefit from this.. Matthew Read, senior analyst at QuotedData, […]
Investment trust insider on Murray Income – James Carthew: Murray Income risks making switch at the wrong time It is understandable why the board wants to review the future of Murray Income, which has been held back by its ‘quality’ style since a blockbuster merger five years ago. There is a great deal of corporate […]
By ROSIE MURRAY-WEST, Mail on Sunday, 5 July 2025: As Britain sweltered in the hottest June on record, businesses and homeowners invested in technology to make our living spaces and offices more comfortable. The latest figures show only about 5 per cent of British homes have air conditioning, but the number is growing and predicted […]
by Val Cipriani, Investors Chronicle, July 4, 2025: After three fairly abysmal years, real estate investment trusts are having a solid 2025 – the FTSE 350 Real Estate Investment Trusts index returned 11 per cent between the start of the year and 25 June. But with interest rates only coming down at a snail’s pace, […]
Christian Mayes, Portfolio Adviser, 3 July 2025: The £931m Murray Income Trust has launched a strategic review of the trust after the discount slipped into double digits. In a stock exchange announcement, the board said it had initiated the review to find a way of delivering improved performance and returns for its shareholders. The UK […]
By Matteo Anelli, Deputy editor, Trustnet, 3 July 2025: The Murray Income trust is facing a “surprise” strategic review launched to improve long-term returns and address a persistent discount. The board of the £931m FTSE 250-listed trust managed by Aberdeen said it would examine a range of options with the aim of boosting shareholder value, […]
