James Carthew comments on the discounts in the UK equity income sector in Helen Kirrane’s article: “There is a fairly strong correlation between trusts on wide discounts and those with poor returns over three to five years.” Read the article here
James Carthew: The obvious – but volatile – beneficiary of fearful markets Golden Prospect Precious Metals is soaring as investors grow nervous over uncertain market conditions, but it is prone to volatile share price moves. The gold price is marching higher again, and for good reason. The mixed messaging coming from the US about long […]
James Carthew: CORD’s discount has much further to narrow Cordiant Digital Infrastructure has had a strong few years, but investors are sceptical that demand for data centres has been overexaggerated. In many ways, Cordiant Digital Infrastructure (CORD) is one of the investment company sector’s great success stories. Today, it is a £949m market cap company, […]
James Carthew comments on the level of markets and first-time investors in Michael Nelson’s article: “The worst possible outcome would be that first-time investors get their fingers badly burned,” Read the article here
Matthew Read comments on CYN for a boom economy in Jonathan Jones’ article, noting that higher economic growth tends to lift demand for commodities, while persistent inflation should also support the prices of the commodities, making them “natural inflation hedges”. Read the article here
Matthew Read comments on Saba’s resolutions for GSF in Patrick Sanders’ article: “Saba’s attempt to force a wind-down at this point is way too short-term and risks eroding significant value by turning GSF into a forced seller,” Read the article here
Matthew Read comments on the ending of AEWU’s offer for AIRE in Patrick Sanders’ article: “This is a disappointing outcome for AIRE shareholders..There was a clear strategic logic to combining AEWU and AIRE – the portfolios are complementary, there were potential cost and scale benefits and the deal was expected to enhance AEWU’s earnings.” Read […]
Matthew Read references GOT’s resilience in Jonathan Jones’ article: “With no benchmark constraints, Global Opportunities Trust can vary its market exposure as opportunities change. In an environment where returns may be harder won and valuation discipline matters more, that flexibility could prove particularly valuable,” Read the article here
James Carthew comments on the new trust in Val Cipriani’s article: “Many investors may want to see evidence of it making these investments before making a decision. Then there are some issues that might need greater clarity – around things such as the fees on underlying special-purpose vehicles, the management incentive arrangements, and the post-fundraising […]
Matthew Read comments on Saba’s requisition notice for USA in Michael Nelson’s article: “This appears to be more of the same from Saba, with no new ideas on the table.” Read the article here
