James Crux, Shares Magazine, 01 June 2022: Investors are increasingly looking for stocks, bonds or funds that pay a good income… Many people have this year lost money from backing high-growth but dividend-less stocks such as Tesla (TSLA:NASDQ) and Netflix (NFLX:NASDAQ), and they’re fed up. In the other side of the ring, tobacco manufacturers, utility […]
by Kyle Caldwell, interactive investor, 14th June 2022: 11 Baillie Gifford trusts are trading on wider-than-usual discounts. We ask analysts whether this is an opportunity for brave investors to pick up bargains… With inflation levels soaring and interest rates on the rise, growth companies, including tech firms, have fallen out of favour. Instead, investors have […]
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 12 June 2022: Investing in emerging markets is often a step too far for investors with an ethical bent. Human rights issues and exploitation of labour put them off. Nowhere in the emerging markets world are these issues currently more prominent than in China, still the engine room […]
AIC Compass, Jennifer Hill, Friday 10 June 2022: Jennifer Hill finds four compelling reasons to invest in UK Commercial Property Investors wrote off property during the Covid-19 pandemic, often in the mistaken belief that UK commercial property trusts are chock-full of high street retail and office assets. But as the cloud of lockdown has lifted, […]
Investment trust insider on funds of funds – James Carthew: Flexible trusts of trusts pick private equity From time to time, I find it is worth checking up on what managers of the funds of funds in the AIC Flexible Investment sector have been up to – managers such as Peter Hewitt of BMO Managed […]
Investment trust insider on windfall taxes – James Carthew: Windfall tax confusion shows UK is a risk for renewables investors It was good to see Bluefield Solar Income (BSIF) announce it had managed to raise £150m in an oversubscribed share issue before the Jubilee holiday. This follows a similar-sized fundraise by Gresham House Energy Storage […]
inews, by Jayna Rana, June 1, 2022: With the impact of climate change becoming more prominent than ever as well as greater interest in alternative and renewable energy solutions in response to the ongoing Russo-Ukrainian conflict, all eyes are currently on investment trusts in the commodities & natural resources and renewable energy infrastructure sectors. Commodities […]
By David Thorpe, FT Adviser, 27 May 2022: During the decade after the global financial crisis the Scottish Mortgage investment trust dominated the portfolios of many investors. Its share price total return of more than 700 per cent meant that even after clients stopped adding to their holding, the proportion of their overall portfolio exposed […]
Investment trust insider on Caledonia – James Carthew: More juicy dividends would enhance Caledonia’s appeal Amid all the doom and gloom Caledonia Investments (CLDN) has reported decent results for the 12 months to 31 March that has left its market valuation nudging £2bn. Over the year the global multi-asset trust generated a total underlying investment […]
By Kristen McGachey, Portfolio Adviser, 26 May 22 Board banking on Liontrust’s ‘enhanced marketing resources’ to bring shares in line with NAV The board of the Edinburgh Investment Trust is banking on Liontrust’s brand power to help rein in its discount, which has continued widening despite a turn around in performance with Majedie at the […]
