Investment trust insider on Japan – James Carthew: Japan trusts backing internet winners and streamlining cash sinners Last summer I looked at JPMorgan Japanese (JFJ), which was the leading investment trust specialising in the country at the time, and it still is! Fund managers Nicholas Weindling and Miyako Urabe have hit a sweet spot in performance […]
Don’t wait for the UK to bounce back – emerging markets are already on the road to recovery: There’s a world of ways to revive your investments By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:52, 13 February 2021 | UPDATED: 10:08, 14 February 2021 Talk of a bounce back from the economic devastation wreaked by Covid-19 may feel a […]
Strong as an Ox? The Chinese economy has performed well during the pandemic – here are three potential opportunities for investors By JAYNA RANA FOR THISISMONEY.CO.UK PUBLISHED: 07:35, 12 February 2021 | UPDATED: 08:52, 12 February 2021 Today is Chinese New Year and those celebrating will welcome in the Year of the Ox, which symbolises strength and determination. These traits […]
Funds and investment trusts: how small is too small? by Kyle Caldwell from interactive investor | 10th February 2021 10:59 There are thousands of funds and around 400 investment trusts for investors to pick from – is there ever an argument for going against the crowd and investing in the tiddlers?… Small can be a virtue Smaller funds are nimbler […]
When it is worth paying a premium for an investment trust by Jennifer Hill from interactive investor | 10th February 2021 10:06 Positive news on Covid-19 vaccines led to investment trusts re-rating considerably during 2020. The average discount among equity investment trusts narrowed from 4.6% to 2.5% – the tightest level on record – according to Numis Securities. Discounts widened […]
Update: ACG maintains Gabelli Value Plus+ liquidation would be ‘short-sighted’ Lauren Mason, Investment week, 8 February 2021 The GVP board announced on Monday (8 February) morning it would convene a general meeting in July, followed by a special resolution, to place the vehicle into members’ voluntary liquidation. The board said ACG, the trust’s largest shareholder […]
Investment trust insider on Round Hill Music – James Carthew: RHM beats SONG on royalties disclosure The new year’s initial public offer (IPO) market has got off to a roaring start. We already have our first successful new issue, in the form of VH Global Sustainable Energy Opportunities (GSEO). The now 17 investment companies in the […]
Investment trust insider on European Opportunities – James Carthew: Why I’m giving Darwall benefit of the doubt A lot has happened to European Opportunities (JEO) since I last wrote about it in October 2019. Back in 2019, I questioned the wisdom of the size of its holding in Wirecard. This was well-founded as it turned […]
Make a shed-load of money the REIT way: Warehouses could deliver the goods in your portfolio By ANNE ASHWORTH FOR THE DAILY MAIL PUBLISHED: 21:53, 29 January 2021 | UPDATED: 09:02, 30 January 2021 The re-ordering of the retail hierarchy continues. Boohoo, the online fast fashion business, is to acquire Debenhams, and perhaps also Burton, Dorothy Perkins and Wallis, while Asos – the […]
Ship shape and ready to float? IPO market picks up but headwinds remain for small launches Larger vehicles in better stead David Brenchley, Investment Week, 26 January 2021 The 21 months to end-September had been quiet for new issuance from investment companies, with 2019 the lowest annual total (£1.4bn) raised through IPOs since 2016, and […]
