Valeria Martinez, Investment Week, 9 February 2023: Scottish Mortgage is sitting in an uncomfortable position with its private equity exposure at full capacity, but analysts have pointed out several ways the managers of the £14.5bn investment trust giant could relieve some of the pressure. As a result of public equity market falls, particularly among the […]
Investment trust insider on income in time of inflation – James Carthew: Choppy outlook for income folk One question I have been pondering is, how would an income investor reliant on a portfolio of investment companies be faring now? Unfortunately, it looks as though some belt-tightening would be required. For example, companies that adopted a […]
Investment trust insider on green hydrogen – James Carthew: Case for green hydrogen grows About 18 months ago, I wrote about the launch of HydrogenOne Capital Growth (HGEN), the sole fund in the AIC’s Renewable Energy Infrastructure sector focused predominantly on capital growth. Investors’ enthusiasm for the trust waned over the course of 2022, on […]
Eve Maddock-Jones, Investment Week, 30 January 2023: The full impact of Russia’s invasion of Ukraine and the consequential market blacklist has been unveiled for the JP Morgan Emerging Europe, Middle East & Africa Securities (JEMA) fund in its final results. Formerly JP Morgan Russian Securities, the portfolio’s share price had fallen by 90.5% on a […]
David Stevenson, Financial Times, JANUARY 24 2023: If you don’t work for an investment business, the most challenging aspect of investing is accessing the right information. The good news is that there are now many online resources, many of which are free, to provide you with great data and, even better, actionable ideas. Let’s start […]
Kathleen Gallagher, Investment Week, 24 January 2023: The chair of the CC Japan Income & Growth trust said its subscription share scheme from February last year will “expire worthless”, as the trust has struggled in the 12 months to the end of October. In the results published today (24 January), chair Harry Wells, said the […]
James Carthew for Investment Week, 24 January 2023: Within the investment companies sector, it has to be admitted that 2022 was a pretty poor year for funds investing in global equities. Only one, Brunner, managed to beat the MSCI AC World index, in NAV terms, although Lindsell Train, Alliance Trust and F&C all came close. […]
Investment trust insider on Vietnam Enterprise – James Carthew: Lifting the VEIL on Vietnam’s conundrum One of the more peculiar moves last year was the selloff of the Vietnamese market from March 2022 onwards. It was a clear demonstration of the separation of macroeconomics from stock market performance. With GDP growth of 7.8% in 2022, […]
by Kyle Caldwell from interactive investor, 19th January 2023: We explain the tricks of the trade to find potential discount opportunities, and name the three areas where analysts are finding plenty of value in 2023… The first thing to point out is that while investment trust discounts offer opportunities to buy a basket of investments […]
James Carthew: Some 2022 winners are worth holding onto this year I’m uneasy about the resilience of the recent stock market rally. Despite this, I think a few of last year’s big gainers could do well again in 2023. Against a difficult backdrop, only about a third of investment companies generated a positive share price […]
