Investment trust insider on renewables, power prices and inflation – James Carthew: Inflation and high gas prices are good news for renewable income funds Last June, I wrote an article that sought to delve a bit into the many different assumptions that go into calculating net asset values (NAVs) for renewable energy funds, excluding the […]
ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 5 February 2022: What can investors do when so many of the brands we know and use daily, from Disney to Apple and Samsung, are listed on overseas stock markets? Pick of the household names from overseas The UK stock market is packed full of world-class energy companies and […]
Hannah Smith, AIC’s Compass, 4 February 2022: Unquoted companies offer the exciting potential for unbridled growth, albeit with a high level of stock-specific risk. With companies taking longer to reach IPO stage, there are more opportunities in this space, and now even mainstream investment trusts are making unlisted businesses a significant part of their portfolios. […]
James Carthew for Investment Week, 03 February 2022: In 2021, the market switched from expectations of strong economic recovery to renewed growth fears and finished the year fixated on inflation and probable interest rate rises… Uncertainty is increasing and 2022 may finally be the year that many chairs and managers of investment companies have been […]
Investment trust insider on growth stocks – James Carthew: Growth is strong but still on a Blue Planet Back in early December, when the severity of the impact of the Omicron variant wasn’t clear, I finished my article by saying that US stocks were quite expensive, and I was nervous about a correction in 2022. […]
Kyle Caldwell from interactive investor 26th January 2022: Should investors hold, fold or buy or more? History is repeating itself for the UK’s largest investment trust, Scottish Mortgage Ord, which has once again seen its share price fall sharply on the back of a sell-off in growth and technology stocks. Year-to-date Scottish Mortgage’s share price is […]
Investment trust insider on Japan – James Carthew: It’s not over for Japan growth but activists are unlocking value Last February I looked at Japan investment trusts and suggested that both the growth-oriented JPMorgan Japanese (JFJ) and value activists Nippon Active Value (NAVF) and AVI Japan Opportunity (AJOT) might be attractive. Then we had the […]
Trustnet Magazine, January 2022 Despite being the second-best performer in the IT Global sector last year, the discount on Joe Bauernfreund’s trust remains twice that of its average peer. The AVI Global Trust was one of the best performers in the IT Global sector in 2021, benefiting from a closing discount. It made 24.7% last […]
Rory Palmer, What Investment, 18 Jan 2022: Near the end of last year, I was told that my shares in Henderson EuroTrust had been subdivided after the board announced a reorganisation of the company’s share capital. As a relatively new investor, this was a first. I knew it was an option trusts could exercise, but I wanted […]
Kathleen Gallagher, Investment Week, 21 January 2022: In 2021, equity investment trusts saw their discounts widen by a weighted average of 4.8%, according to figures from the Association of Investment Companies (AIC) and Morningstar for Investment Week. However, when it comes to the individual winners and losers trusts swung drastically in both directions… Despite the […]
