Searching for value in emerging markets The Adventurous Investor, David Stevenson, 10 March 2021 Time for some honesty today. So far, my hope that emerging market equities might be well-positioned to outperform US equities has been totally wrong. EM equities are having a tough time despite a weaker dollar, with most investors worried by the […]
URBAN LOGISTICS REAL ESTATE INVESTMENT TRUST: Property fund with a growing store of income By JEFF PRESTRIDGE, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:51, 27 March 2021 | UPDATED: 13:48, 28 March 2021 Many commercial property investment funds have had a difficult pandemic – as workers have stayed at home, demand for office, retail and industrial space has fallen and some […]
Mix and match to profit from recovery for value funds and trusts by Jennifer Hill from interactive investor | 24th March 2021 10:23 Riding the resurgence of value as an investment style without throwing caution to the wind means holding both value and growth funds… While the powerful wave of returns from growth stocks appears to have broken recently amid […]
Investment trust insider on Literacy Capital James Carthew: Let retail investors buy ‘specialist’ funds I know that the obstacles placed in the way of retail investors wanting to invest in trusts listed on the Specialist Funds Segment (SFS) are a source of real frustration. I have enthused before about RTW Venture (RTW), the biotech venture fund, […]
Investment trust insider on biotech and healthcare – James Carthew: Why I will stick with biotech after Covid It is now a year since the market meltdown triggered by the coronavirus. Just beforehand, I wrote an article exploring Orbimed’s thoughts on the US election’s potential impact on the healthcare sector. The manager of the Biotech Growth […]
JPMorgan Multi Asset Trust changes name and dividend policy Pedro Gonçalves, Investment Week, 24 March 2021 The £80m investment trust, which has just celebrated its third anniversary, currently trades on a discount of 11.8%. According to QuotedData, the managers are dropping the policy of having the dividend paid from revenue generated by the portfolio. The […]
Investment trust shareholder rights: a beginner’s guide by Kyle Caldwell from interactive investor | 23rd March 2021 14:04 We explain everything investors in investment trusts need to know about their shareholder rights and why voting matters. One of the longstanding, but perhaps understated structural advantages of investment trusts versus funds is their independent board of directors. It is their job […]
It is possible to invest in nation’s thirst for all things financial – banks, asset managers and financial technology companies are benefiting as people utilise some of their lockdown savings By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:52, 20 March 2021 | UPDATED: 14:47, 21 March 2021 One of the unexpected effects of the pandemic is that we’ve become […]
Investment trust insider on dividend heroes – James Carthew: ‘Dividend hero’ trusts do the right thing Some of the big beasts of the investment company sector have recently published results that cover the impact of Covid-19 on their finances. Among them are a number of ‘dividend hero’ investment trusts that have increased their dividend each […]
Will China funds and trusts continue their winning streak? by Hannah Smith from interactive investor | 12th March 2021 09:10 Hannah Smith explains why funds and trusts investing exclusively in China are enjoying a strong run of form. China equity funds and investment trusts have been roaring ahead this year as the country’s economy powers onwards following recovery from the pandemic. […]
