Eve Maddock-Jones, Senior reporter, Trustnet, 28 April 2022: In the midst of heightened market volatility Trustnet asks fund pickers which portfolios can provide attractive returns, diversification and defensiveness all in one offering. Personal Assets Trust and Alliance Trust are some of experts’ preferred ‘one-stop-shop’ options for investors seeking a core portfolio allocation. One-stop-shop portfolios are […]
Investment trust insider on Petershill – James Carthew: Petershill, a complex play on ‘alts’ growth One of the more unusual new investment companies coming to the market last year was Petershill Partners (PHLL). It started trading on the premium segment and main market of the London Stock Exchange in early October at 350p per share, […]
ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 23 April 2022: Below the stalwarts of the FTSE 100 – the index of Britain’s biggest companies by market capitalisation – lies the lesser known FTSE250 Index… The FTSE250 has so far underperformed its big brother this year. While the FTSE100, comprising the likes of BP, Next and Royal […]
Mary McDougall, Investors’ Chronicle, 21 April 2022: The past five years or so have been decidedly mixed for commercial property investors. On the one hand, Brexit, the pandemic and the rise in flexible working have upset demand patterns for office space and high-street shops. On the other, investors focused on industrial, logistics and warehouse assets […]
James Crux, Shares Magazine, 21 April 2022: Rising interest rates since the turn of the year, runaway inflation and Russia’s shocking invasion of Ukraine have shaken the investment kaleidoscope in 2022 and forced many investors to reposition portfolios for an increasingly uncertain world… COMMODITIES TRUSTS IN DEMAND Precipitated by the supply/demand imbalances caused as global […]
Kathleen Gallagher, Investment Week, 12 April 2022: Since 2018, ten trusts gained approval to expand unquoted exposure, with one more due to vote on a proposal shortly. All these trusts are run by just two asset managers, Baillie Gifford and Fidelity International, and experts think there will only be a “handful” of more firms likely […]
Jennifer Hill, AIC Compass, 8 April 2022: Jennifer Hill analyses the sectors delivering robust returns. Russia’s invasion of Ukraine feels symbolic, not only of a marked change in the geopolitical landscape but also of a potential regime change in investing. With oil, gas, wheat and many metals soaring in price, already-stubborn inflation is likely to […]
Investment trust insider on Gore Street Energy Storage – James Carthew: High-yielding Gore Street shows the income appeal of batteries Energy security is in the headlines. The UK government’s much-criticised energy security strategy – for its failure to embrace onshore wind, acceptance of new gas fields and reliance on new nuclear despite our dismal record […]
Cherry Reynard from interactive investor, 6th April 2022: The management team of specialist private equity investment trust Chrysalis Investments Limited recently drew some unwelcome attention after its managers pocked a £60.5 million performance fee. The trust had seen a strong year, but this was equivalent to more than 8% of the FTSE 250 trust’s net […]
About a year ago, I wrote an article on biotech and said that I was minded to stick by my biotech and healthcare investments – Biotech Growth (BIOG), Worldwide Healthcare (WWH) and Syncona (SYNC). In retrospect, this doesn’t look like a great idea. Over the past 12 months, BIOG and SYNC’s shares are down by […]
