ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 15 January 2022: You need only look at your weekly food shopping receipt to know that prices are rising. …some companies are better able to deal with inflation than others because they are able to pass on rising costs to their customers… Here are stocks, and four funds, that […]
Eve Maddock-Jones, Reporter, Trustnet, 14 January 2022: Income investors focusing solely on the UK market could be left behind in the coming decade and would miss out on the highest-paying region, research by Trustnet has found. The UK has been a stalwart of income investing for years, with several well-known and high-paying dividend companies such […]
Eve Maddock-Jones, Reporter, Trustnet, 10 January 2022: There were several bargains to be had among IT Asia Pacific and IT Global Emerging Market trusts, with many moving to a much wider discount that its five-year average. The Asia Pacific and Emerging Market sectors struggled in 2021, ranking in the bottom half of all regional sectors […]
Ellie Duncan, Investment Week, 10 January 2022: The board of the Jupiter Emerging and Frontier Income trust (JEFI) has proposed changes to the trust’s redemption facility to “limit the scale of future outflows” and said it intends to put a resolution to shareholders in connection with the continuation of the company, with the recommendation that […]
ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 8 January 2022: With the country’s high streets facing another crisis as people work from home rather than travelling into town and city centres, it is hard to predict which stores and specific retail sectors, if any, will do well this year… Overall consumer spending rose almost six per […]
Jessica Tasman-Jones, Portfolio Adviser, 5 Jan 2022: From alternatives to corporate activity, investment trust professionals predict what lies ahead for the sector. Matthew Read, senior analyst, QuotedData: “Many of the themes that we have seen in 2021 will roll into 2022, with Covid still at the fore, but likely to ease. If the recent uptick […]
30th December 2021 by Faith Glasgow from interactive investor At the end of 2020, we looked ahead into the coming year and tried to pick out some key trends likely to shape the investment trust industry in 2021. It was a difficult, locked-down time, but our experts accurately identified several important themes. Most significant was […]
Investment trust insider on energy efficiency – James Carthew: The mixed fortunes of energy efficiency Many strands must come together if we are to achieve our goal of cutting carbon emissions to net zero. The renewable energy infrastructure sector is central to this, but we need to do more than shift to renewable energy generation. […]
Investment trust insider on digital infrastructure – James Carthew: Exciting growth of digital infrastructure One of the first investment companies to launch in 2021 was Cordiant Digital Infrastructure (CORD). Its £370m initial public offering (IPO), coming soon after the £243m flotation of VH Global Sustainable Energy Opportunities (GSEO), set the scene for a bumper year […]
By Jessica Tasman-Jones, Portfolio Adviser, 23 Dec 21 Strategic Equity Capital shareholders seek to drop Ken Wotton a year after his appointment and join forces with Odyssean The terse battle between Gresham House Asset Management and Harwood Capital over Gresham House Strategic appears to have spilled over into a new investment trust with shareholders in […]
