Hannah Williford, Portfolio Adviser, 20 August 2024: The board of JLEN Environmental Assets Group, a listed infrastructure trust, has unanimously recommended shareholders vote against a discontinuation of the company at its annual general meeting on 13 September. JLEN, which was launched in 2014, is trading at a 17% discount to its net asset value as […]
Investment trust insider on Asian income – James Carthew: Abrdn Asian Income a ‘solid way to play Asia’ Until the recent tech stock selloff, this Asia equity income fund was clawing back its performance after a difficult few years. The dire state of the Chinese stock market has weighed on listed funds focused on Asia […]
Questor on Patria Private Equity – Questor: This index-busting trust proves high fees can be justified Investment trust bargains: Well-managed private equity is more than financial engineering Somewhere along the line, private equity seems to have acquired a bad reputation, but Questor thinks that London-listed private equity investment trusts deserve far better press. The newly […]
Elliot Gulliver-Needham, Investment Reporter, CityAM, 15 August 2024: JLEN Environmental Assets Trust has sold off half of its anaerobic digestion portfolio to Future Biogas for £68.1m. The trust, which invests in environmental infrastructure assets, sold the facilities at their June valuation. After the deal, it will continue to own the other 49 per cent of […]
Investment trust insider on Japan’s sell-off – James Carthew: Surveying the damage from Japan’s savage selloff How does the land lie after Japan’s worst stock market crash since 1987 and as the US approaches its first rate cut, could the tide be set to turn for growth and small caps? Markets have been behaving oddly […]
Eve Maddock-Jones, Investment Week, 09 August 2024: The new Labour government declared that growth is at the centre of its economic mission and the investment trust sector has called for this vision to include swift changes to its cost disclosure regime.. Investment trusts are subject to the Packaged Retail and Insurance-based Investment Products (PRIIPs) regulation […]
QuotedData’s Matthew Read: Renewing renewables ‘Strong outlook for energy demand’ The UK has a shiny new Labour government, but as dust from the UK general election settles, investors are asking: what opportunities could this present? This is not straightforward to answer. The election campaign was short, Labour was relatively tight lipped, and it will take […]
Investment trust insider on F&C Investment Trust – James Carthew: How F&C beats the Machine A broad growth portfolio spiced with private equity have helped F&C outperform global index-trackers. It is all too easy to get distracted by short-term moves when investing and it is good practice to step back and consider the big picture […]
Valeria Martinez, Investment Week, 2 August 2024: Shareholders of London’s battery energy storage trusts have had to stomach severe volatility since the last quarter of 2023, but early signs of recovery are starting to provide grounds for longer-term optimism. The sell-off across the three London-listed energy storage trusts so far this year has reflected the […]
By Jonathan Jones, Editor, Trustnet, 31 July 2024: JP Morgan Asset Management is to merge two Japanese equity investment trusts, continuing the spate of consolidation in the investment company sector. The £163m JPMorgan Japan Small Cap Growth & Income trust will be subsumed into JPMorgan Japanese, creating a £1bn investment company.. Shareholders in JPMorgan Japan […]
