Faith Glasgow, AIC Compass, July 2022: One of the big attractions of investment companies for many retail investors is the wide range of asset classes to which they offer access: not just equities but property, infrastructure, private equity and a number of even more esoteric specialist investment opportunities including sectors dedicated to music royalties, forestry, […]
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 11 July 2022: As global stock markets fall and the cost-of-living crisis bites, one sector is proving surprisingly resilient. Several luxury brands are defying the gloom as their wealthy clientele are still willing to splash the cash. Mulberry has seen profits quadruple and last month restarted paying dividends […]
Ian Conway, Shares Magazine, 30 June 2022: Private equity investors have been put on warning after press reports last month that privately-owned BNPL (buy now, pay later) specialist Klarna was seeking to raise fresh capital at a steep discount to its previous valuation. This has raised the question of whether private equity valuations need to […]
by Jennifer Hill from interactive investor, 23rd June 2022: Last year we asked experts to name value and growth fund pairs to navigate the market rotation. The tactic has not yet paid off, but should investors stick with them?.. The sharp reversal in fortunes highlights the folly of pinning your colours to a single mast. […]
Investment trust insider on structured finance funds – James Carthew: Debt funds wobble as recession risk rises With inflation and interest rates still climbing, and the threat of recession looming closer on the horizon, it’s time to consider the impact on the £1.7bn structured finance sector. These are high-yielding funds that invest in asset-backed securities, […]
by Jennifer Hill from interactive investor, 22nd June 2022: Alliance Trust, F&C and Witan – three big investment trusts that give investors access to a range of managers in one fell swoop. But how do they differ, and which has given investors the most bang for their buck? Three global multi-manager investment trusts – Alliance […]
By Jonathan Jones, Editor, Trustnet 22 June 2022: Investors that need to find reliable income without the volatility may be best served thinking outside the box, according to experts. While traditional equity has struggled so far this year, and many open-ended income funds have held up better than expected, income trusts have struggled. The IT […]
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 19 June 2022: With stock markets continuing to fall in recent days, many investment experts have reverted to using the ‘V’ word. That’s not V for victory, but V for ‘volatility’ – a term that seems to change its meaning when share price are in freefall. The FTSE […]
Investment Week, Kathleen Gallagher, 17 June 2022: Analysts at QuotedData are warning shareholders of the Boussard & Gavaudan trust to be wary of recent proposals to appoint two more board members that have been chosen by the investment manager. The £306.8m trust, which has two share classed, GBP and Euro, announced on 16 June that […]
By MIKE SHEEN FOR THIS IS MONEY 14 June 2022 Infrastructure assets have long been regarded as a go-to means of achieving inflation-beating returns and, while prices soar elsewhere, the London market may currently offer investors bargain options… Renewable energy infrastructure trusts have raised more than £1billion since the start of the year, according to […]
