Christian Mayes, Portfolio Adviser, 14 MAY 2024: The Association of Investment Companies (AIC) has broadened its pool of external research available to be accessed by investors via their website. As part of the move, research from Edison Group, Hardman & Co, Kepler, QuotedData and others will be accessible at theaic.co.uk. Two types of research are […]
Lauren Hardy, Portfolio Adviser, 15 MAY 2024: Professional investors have urged the FCA for a consultation on misinterpreted regulation regarding ‘complex investment products’ by platforms, following fears that mandatory ‘test taking’ before buying into some investment trusts is dealing another blow to the already-ailing sector They add that hampering the democratisation of investing through reducing […]
By Jean-Baptiste Andrieux, Reporter, Trustnet, 14 May 2024: UK equities have been notoriously out of favour with both domestic and international investors for several years. Although the FTSE 100 has rallied in recent times, it is difficult to tell whether the tide is finally turning. All we know for now is that investors have been […]
by Dave Baxter, Investors Chronicle, May 14, 2024: Areas like biotech can be racy at the best of times and especially vulnerable to shifting investor whims. That much has become evident in recent years: the average investment trust in the AIC’s Biotechnology and Healthcare sector made a whopping 21 per cent share price total return […]
Investment trust insider on Triple Point Social Housing – Richard Williams: SOHO’s attractive 9% yield hangs on board decision Shares in Triple Point Social Housing trade at half the value of its assets. That looks harsh, but they could start to rerate once the board gives dividend guidance for this year on Thursday. Annual rent […]
by Sam Benstead from interactive investor, 8th May 2024: Rising interest rates have knock-on effects for all investments – but one of the most important impacts is on bond markets. When rates rise, so do the returns that investors demand from fixed income. This leads to higher yields as a result of falling prices for […]
By ANNE ASHWORTH, Daily Mail, 11 May 2024: De-equitisation is one of the top trends of 2024 and it is unlikely to prove a fad, with implications for our pensions and savings. More companies are opting not to list their shares on a stock market, but to find ‘equity’ or finance from banks and other […]
Cristian Angeloni, Investment Week, 09 May 2024: Share buybacks carried out by investment trusts reached a record high in 2023.. The rationale behind share buybacks stems from investment trust boards’ urge to proactively attempt to narrow discounts. At the end of October 2023, the average investment trust discount hit 16.9%, the widest month-end disparity since […]
Investment trust show #4. Finding bargains, role of the board, Ruffer deep-dive and why the regulator is looking at private equity. Laith Khalaf talks to James Carthew from research group QuotedData about what the board should really be doing. https://www.ajbell.co.uk/podcasts/episode/money-markets/2024-05-06
Investment trust insider on growth capital funds – James Carthew: Growth capital funds like Chrysalis are bargains Last week, Federal Reserve chair Jerome Powell poured more cold water on the prospect of imminent interest rate cuts in the US but at least seemed to rule out new rate rises. Growth capital funds providing finance to […]
