Investment trust insider on good news for the investment companies sector – James Carthew: Trusts that should rally on costs reform and rate cuts There was no pool of capital waiting to pounce on last week’s good news so there is still time to grab a bargain before over-sold investment companies start to bounce. On cost […]
By:Elliot Gulliver-Needham, Thursday 19 September 2024: The UK has finally exempted investment trusts from complying with cost disclosure requirements that industry experts say could unlock billions in investment. In a statement today, the government and Financial Conduct Authority said regulators would temporarily withdraw the requirements, which campaigners have argued force trusts to ‘double count’ their […]
Last week, four separate investment trusts handed in their notice, announcing they would be shuttering.. The number of investment trusts has fallen to its lowest level in years for a number of reasons, including high discounts, pressure on small trusts, and ongoing issues around cost disclosure.. With a total of ten mergers announced so far […]
Investment trust insider on a shrinking sector – James Carthew: We might regret what’s lost in the trust bloodbath Four more investment companies – Aquila European Renewables, Ecofin US Renewables, Gulf Investment Fund and Keystone Positive Change – are heading for the exit. The bloodbath in the investment companies sector seems to be getting worse. […]
The analyst’s view James Carthew for Portfolio Adviser, 13 September 2024: In a reversal of the pattern of the past couple of years, a trend towards lower interest rates should help rebuild confidence in the infrastructure sector. It came as a great surprise to many investors when listed infrastructure trusts started to trade on discounts […]
James Carthew for Portfolio Adviser, 13 September 2024: The analyst’s view In a reversal of the pattern of the past couple of years, a trend towards lower interest rates should help rebuild confidence in the infrastructure sector. It came as a great surprise to many investors when listed infrastructure trusts started to trade on discounts […]
The best bond and capital preservation funds Dave Baxter, Investors Chronicle, September 12, 2024: Stock markets have been riding pretty high in the past year, and in times like that it’s easy to forget the need for protection when things go wrong.. We stick with two names from the four, one of which makes good […]
12 September 2024, Questor on Vietnam Holding – Questor: Buy this Asian country before the markets recognise its true potential Investment trust bargains: GDP growth of more than 80pc in a decade is just the beginning One of the world’s great economic success stories in recent years has been Vietnam, and UK-based investors have a […]
by Jennifer Johnson, Investors Chronicle, September 11, 2024 If the geopolitical chaos of the past five years has taught multinationals anything, it’s that the only stable supply chain is a diversified one. Although China remains the world’s manufacturing superpower, its status among major western companies took a serious knock during the pandemic. Its government’s zero-Covid […]
Investment trust insider on AVI Global Trust – James Carthew: AVI Global can extend its excellent track record Discounts across global markets present opportunities for the UK-based bargain hunter, which recently cashed in on Starwood’s Balanced Commercial Property bid. The investment companies sector continues to shrink. So far in September, we have seen bids for Tritax […]
