Investment trust insider on RM Secured Direct Lending – James Carthew: A debt fund that passed the Covid test It is some time since I took a look at RM Secured Direct Lending (RMDL), but recently I managed to catch up with its manager James Robson. It is safe to say that the debt sectors have […]
Brevan Howard demands fee increase on BH Macro – but has it shot itself in the foot? David Brenchley, Investment Week, 25 January 2021 BH Macro, alongside its sister fund BH Global, published a letter from investment manager Brevan Howard, who said they wanted the fee structure reset to 2%/20%, reversing concessions previously agreed in […]
Is America’s bubble about to burst – or can you cash in on a BIDEN BOUNCE as Democrat takes the reins By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:50, 23 January 2021 | UPDATED: 10:38, 24 January 2021 In the last few days, the world’s eyes have been on the United States as the presidency has transferred from Donald […]
MONTANARO EUROPEAN SMALLER COMPANIES TRUST: Fund finds big returns from its small firms By JEFF PRESTRIDGE, FINANCIAL MAIL ON SUNDAY PUBLISHED: 21:53, 23 January 2021 | UPDATED: 11:46, 24 January 2021 London-based investment manager Montanaro eats, sleeps and breathes ‘good’ smaller companies. Its investment view is simple: smaller companies offer the potential to deliver investors stellar long-term returns, especially […]
Will property investment trusts bounce back in 2021? by Cherry Reynard from interactive investor | 13th January 2021 12:23 Some sectors of the property market could be ripe for a revival. Cherry Reynard asks experts for trust tips to profit. In early December, the government extended its ban on evicting commercial tenants. While it gives UK companies some much needed […]
Investment trust insider on Schroder’s UK cheerleaders – James Carthew: Schroders steers old Woodford trust towards British opportunity Schroder UK Public Private Trust (SUPP) may have turned a corner last week after a bid for one of the companies in its portfolio looks set to free up substantial cash for the beleaguered former Woodford Patient Capital […]
From evolution to revolution: Investment trust sector urged to grow in order to ‘stay relevant’ David Brenchley, 14 January 2021, Investment Week Brokers have long called for a shake-up of the investment company sector, with Numis analyst Ewan Lovett-Turner lamenting in July there were too many sub-scale companies trading on wide discounts and called on […]
Big investment trust themes to watch in 2021 by Faith Glasgow from interactive investor | 11th January 2021 12:22 We highlight the trends and themes for investment trust fans to keep an eye on over the next year… Board activity One of the most significant themes of 2020 has been the run of manager changes, closures and consolidations in the […]
Investment trust bargains at the start of 2021 by Kyle Caldwell from interactive investor | 12th January 2021 09:35 Investing in shares or sectors of the market that are ‘cheap’ and undervalued is an approach that entails many risks, but potentially offers great rewards… Trading on a discount does not make a trust an instant bargain. Some trusts will justifiably […]
Investment trust insider on the New Year – James Carthew: The 2021 trust recovery stories I’m betting on Last year will not be looked back on fondly by most people, but for many investors it ended up being a bumper 12 months. Those of us who had exposure to technology, biotech, gold, and Asia – China, […]
