Investment trust insider on AVI and activism – James Carthew: AVI makes fresh gains with activist push In recent months, AVI Global (AGT) and AVI Japan Opportunity (AJOT) seem to have ramped up their activist activities. To be fair, engaging with companies to unlock value for the benefit of shareholders is core to the approach of […]
Clothing and energy price rises spark fears the cost of living is set to soar: Here’s how to stop inflation blowing a hole in your life savings By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:51, 22 May 2021 | UPDATED: 10:41, 23 May 2021 If you have filled a car with petrol, bought new clothes or treated yourself to […]
Investment trust insider on private equity again – James Carthew: Private equity trusts remain grossly mispriced Just over a year ago, I wrote an article to highlight the unjustified discounts that trusts in the private equity sector were trading on. My pick of the bunch was Standard Life Private Equity (SLPE), which at that time was […]
Investment trust insider on JPMorgan Multi Asset – James Carthew: MATE, here’s a doughty divi for drawdown You’ll have probably heard me say a number of times that one of the great strengths of the investment companies sector is its ability to adapt to changing circumstances. This week, I thought I would look at two funds […]
UK is set for its fastest period of economic growth since the Second World War – so beat the rush and invest in Bounceback Britain By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:52, 15 May 2021 | UPDATED: 11:25, 16 May 2021 Are you ready for the Roaring Twenties? According to the Bank of England, the UK is set […]
Investment Week, 10 May 2021 Matthew Read, senior analyst, QuotedData History shows that commodity cycles tend to be long. Back in the summer of 2019, Robert Siddles, then the manager of what is now Brown Advisory US Smaller Companies, joked with me that commodity cycles tend to have ten up years, then 18 down years, […]
DIY Investor, 6 May 2021 James Carthew, head of investment trusts, QuotedData Markets are trying to get to grips with the long term effects of COVID-19 on the global economy, but the prognosis is hard to call. That has led to some volatility this year, which may be a feature of markets for a while […]
Investment trust insider on Taylor Maritime – James Carthew: It’s a family affair at Taylor Maritime fund After a brief pause following the successful launch of VH Global Sustainable Opportunities (GSEO), the investment company IPO (initial public offer) market is reawakening with news of an impending launch by Taylor Maritime Investments. This would be a competitor […]
To be continued? Kyle Caldwell explains the significance of investment company continuation votes A lot is written about the various characteristics of investment companies that enable them to work in the best interests of shareholders; one less obvious but particularly topical is the ‘continuation vote’. Strategic Equity Capital successfully fended off a continuation vote in […]
Investment trust research firm QuotedData has hired This is Money journalist Jayna Rana as an analyst, effective from today (4 May). Rana, who also spent four years covering the investment trust beat at Investment Week before joining the MailOnline subsidiary, will report to head of production Matthew Read. Her responsibilities will include publishing daily news on key […]
