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WI Daily: October goes to commodities

In response to the UK inflation data, editor, Rory Palmer looks at another traditional inflation hedge – commodities What Investment, Rory Palmer, 18 NOV 2021 The latest inflation data announced on Wednesday revealed that UK CPI inflation was at 4.2% in October, up from a reading of 3.1% in September. In Tuesday’s WI Daily, I […]

Investment trust insider on US versus UK closed-end funds

Investment trust insider on US versus UK closed-end funds – James Carthew: Higher governance standards help UK beat US in closed-end funds The flood of fresh money streaming into the investment companies sector is incredible. I was chatting to investors, directors and journalists at an event to mark the third anniversary of AVI Japan Opportunities […]

Investment Trust Insider on Perpetual Income and Growth
Renewable trust NAV declines are unnerving some investors

QuotedData’s James Carthew looks at how declining forecasts of long-term power prices are impacting renewable investment trusts ESGClarity, 15 November 2021 / Opinion Following a successful £210m new issue from Harmony Energy Income, there are now 20 companies in the AIC’s renewable energy sector and at least two more – Atrato Onsite Energy and ThomasLloyd Energy […]

Investment trusts rediscover their roots with a 21st century twist

The listed fund vehicles are financing innovation in clean fuels, space and digital infrastructure Mary McDougall, Financial Times, NOVEMBER 12 2021 Investment trusts seem to be coming full circle. For most of the 20th century, they gradually moved away from their origins as entrepreneurial schemes investing in specific targets, often in Britain’s colonies, to running […]

The alternative trusts allowing investors to capture new trends

Investment trusts enjoy record year for fundraising as they back a new wave of innovation November 11, 2021, Investors Chronicle, By Mary McDougall Investment trust fundraising amounted to £11.4bn in the first 10 months of the year, a record for the ancient fund structure which is now financing a new wave of innovation. Most striking is the […]

Biotech trust Trump benefit may be shortlived
Renewable energy fuels new wave of investment trusts

Mary McDougall NOVEMBER 11 2021 Investment trusts focused on infrastructure, particularly those involved in renewable energy projects, have boomed this year as income-hungry investors and those wishing to back the energy transition have flocked to participate in record numbers of share issues. There is little sign of this momentum losing pace. One energy efficiency trust, […]

Review: India Capital Growth fund may be small but it’s mighty

inews, Jayna Rana, November 5, 2021 6:11 am This week marks Diwali, also known as the festival of lights, an auspicious occasion celebrated by millions of people in India and around the world. To celebrate, we take a look at the country which is on track to be one of the world’s next superpowers, with […]

Investors await details on why trust would benefit from rare structure

By Jessica Tasman-Jones, Portfolio Adviser, 3 Nov 21 EP Global Opportunities has left investors awaiting details about its rationale for adopting the increasingly rare self-managed investment trust structure as its board prepares to remove Franklin Templeton as its third-party manager… Alliance Trust and Personal Assets transition away from self-managed model There are currently just 13 investment […]

Plenty of reasons for India to celebrate

This year’s Diwali is particularly prosperous Jayna Rana, Investment Week, 2 November 2021 This week, millions of people both in India and around the world will celebrate the festival of lights, also known as Diwali. It is an auspicious occasion that celebrates the plight of good over evil but is also used as a time […]

Biotech trusts top performance charts in February
Investment trust insider on ship leasing funds

Investment trust insider on ship leasing funds – James Carthew: Buoyant ship funds need to go net zero It’s nearly six months since I wrote about the proposed launch of Taylor Maritime Investments (TMI). The trust hit its flotation target, raising $160m (£119m) from investors ($10m more than it had hoped) and then issued a […]

Investment Trust Insider on Perpetual Income and Growth