Investment trust insider on Seraphim Space – James Carthew: investing in space has colossal potential I thought this week, following the publication of its prospectus, I would take a look at Seraphim Space Investment Trust (SSIT), the UK’s first listed space technology fund which was unveiled last month with ex-Virgin Galactic president Will Whitehorn as chair. […]
Fixed income experts analyse the opportunities away from government and corporate bonds JENNIFER HILL, 24 June 2021, Citywire Wealth Manager Magazine issue 558 A Treasury sell-off at the beginning of 2021 provided a brief hint that more historically normal yields were on their way. That has faded in recent months as prices once again neared […]
Trustnet searched across the AIC sectors to find the investment trusts that are trading on a historically attractive discount compared to five years ago and that have still maintained performance. By Rory Palmer, Reporter, Trustnet 17 June 2021 Henderson EuroTrust, Miton UK Microcap and BlackRock Frontiers are just three of the investment trusts that are trading […]
Investment trust insider on BMO Global Smaller Companies – James Carthew: How I’d shake up BMO Global Small Caps The Global Smaller Companies sector is a fairly tight-knit group. Tracked by the Association of Investment Companies, it has a couple of investment trusts with a strong bias to growth and technology, those being Edinburgh Worldwide (EWI) […]
Investment trust insider on renewables – James Carthew: Navigating the NAV declines in renewables If you follow the renewable energy sector, you will have noticed the reductions in net asset values (NAVs) that have been prevalent over the last few quarters. Last week JLEN Environmental Assets (JLEN) and GCP Infrastructure (GCP), which has around 60% of […]
Which trusts manoeuvred during 2020 and which stood their ground? Kathleen Gallagher, Investment Week, 08 June 2021 • 4 min read Several investment trusts overhauled their portfolios during the market volatility of 2020 as managers chose to revamp their holdings and take advantage of depressed markets. However, other managers saw this strategy as counter-productive and […]
Trust hopes to replicate Alibaba success Mike Sheen, Investment Week, 08 June 2021 • 3 min read The company, which notably benefited from being an early investor in Alibaba ahead of its record-breaking $25bn IPO in 2014, told investors this morning (8 June) that the unlisted space in China has “expanded quite markedly and offers some […]
Could ‘megatrends’ shaping the world make you mega-rich? From automated factories to wind farms, global changes are being sped up by Covid – and could transform YOUR fortunes By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:51, 5 June 2021 | UPDATED: 11:44, 6 June 2021 In a ‘bigger is better’ world, it is no longer enough for economists and […]
Investment trust insider on energy efficiency – James Carthew: Aquila launch shows energy efficiency income building up steam Last week saw the fifth successful investment company flotation of 2021 with the launch of Aquila Energy Efficiency Trust (AEET). The £100m the initial public offer (IPO) raised was less than its £150m target, but matched the money […]
We explain a rule change Scottish Mortgage shareholders are being asked to vote on 2nd June 2021 09:37, by Kyle Caldwell from interactive investor The UK’s largest investment trust is proposing a change to its directors’ share qualification rule in its forthcoming annual general meeting. At present, new members to the board of Scottish Mortgage Ord will need to put nearly […]
