James Crux, Shares Magazine, 5 September 2024: Eight months in, 2024 is already a record year for M&A (mergers and acquisitions) in the investment trust sector. Trust boards are increasingly focused on value for money and shareholder returns amid persistently wide discounts to NAV (net asset value) and with activists nosing around.. The investment trust […]
Investment trust show #7:The big charges debate, F&C on the summer market slump, and why investors are paying a premium for 3i Group Laith Khalaf talks to James Carthew about the big merger between Alliance Trust and Witan which is expected to complete in the next few months. https://www.ajbell.co.uk/podcasts/episode/money-markets/2024-09-02
By David Thorpe, FT Adviser, 30 August 2024: The valuations of the holdings of private equity investment trusts have mostly been hit by their early stage investments, rather than the more established businesses, according to Richard Hickman, who runs HarbourVest Global Private Equity investment trust. Hickman said: “It has been much more the venture side […]
29 August 2024, Questor on Polar Capital Global Healthcare Trust – Questor: Subcontract your healthcare investing decisions to this team of scientists, Investment trust bargain: in a sector filled with total losses, it pays to have a guide Never invest in something that you don’t understand is a pretty good maxim. However, that does not […]
Investment trust insider on Seraphim Space – James Carthew: Watch this space on Seraphim As space economy input costs fall and more of Seraphim Space’s portfolio earns revenues and profits, its 43% discount has plenty of scope to narrow. Part of the fun, and the challenge, of my job is that I get to look […]
Gavin Lumsden, IT Insider, 23 August 2024: Stock markets have recovered from their panic over the state of the American economy at the start of the month, with Federal Reserve policy makers making a clear commitment to cut US interest rates next month. With no major moves in equity indices, the average investment company discount, […]
By: Elliot Gulliver-Needham, Investment Reporter, CityAM In the trust’s annual result, it revealed that its underlying assets grew by only 16.2 per cent throughout the year, compared to a 24.8 per cent gain in the S&P 500. However, the discount of the trust’s share price to underlying assets halved from 22.4 per cent to 11.2 […]
Over the past couple of years, the cost-of-living crisis has been a painful reality for many, impacting everything from rent and mortgages to groceries. this underscores the importance of making your money work harder for you.. A more reliable approach to mitigating the impact of inflation might be to invest in dependable dividend-paying trusts. While […]
Lauren Hardy, Portfolio Adviser, 22 August 2024: Investors in the Rights and Issues investment trust (RIII) “should be increasingly optimistic” about its future prospects, according to the research team at QuotedData, following a 33% total return over the last year and its “stable” continuity plans following Dan Nickols’ (pictured) retirement in July. RIII, which is […]
By James Carthew, QuotedData, 20 August 2024: The 0.25% reduction in the Bank of England base rate on 31 July may not sound much but it marked the first interest rate cut in four years and signalled that the UK’s bout of elevated inflation that began in April 2021 was finally under control. A lot […]
