By Jean-Baptiste Andrieux, Reporter, Trustnet, 27 February 2024: Investing in emerging markets offers an exposure to rapidly growing economies, which should hopefully translate into returns for investors. This has been true over the very long term but the performance of emerging markets in the past 10 years has been uninspiring, trailing far behind developed markets. […]
Cherry Reynard, Portfolio Adviser Magazine, February 2024: Investment trusts have a well-deserved reputation as an effective way to manage such illiquid assets as property, smaller companies and infrastructure, yet the past 18 months have also highlighted the problems of this type of vehicle, as discounts have widened in response to higher interest rates, cost-disclosure problems […]
Tom Aylott, Portfolio Adviser Magazine, February 2024: Poor market conditions have sent the share price of investment companies plummeting in recent years, with 93.8% of all trusts now trading at a discount to their net asset value. While this has been a thorn in the side of many portfolios, widespread discounts could be used to […]
Christian Mayes, Portfolio Adviser, 26 FEBRUARY 2024: A range of mergers have been announced in the investment trust space in recent times. Among others, the £2.3bn JP Morgan Global Growth and Income trust announced plans to absorb the £71m JP Morgan Multi-Asset Growth & Income (MATE) in January, while last week saw a bidding war […]
by Val Cipriani, Investors Chronicle, February 21, 2024: The valuations of private assets have increasingly come under scrutiny in the past two years, as inflation and higher interest rates sent listed company values on a rollercoaster but left the likes of private equity relatively untouched. Private investors typically get exposure to private assets through investment […]
by Jennifer Hill from interactive investor, 19th February 2024: Markets have had to digest more than usual over the past five years. The period has seen the Covid-19 pandemic and Russia’s invasion of Ukraine, as well as soaring inflation and sharp reversals in monetary policy from quantitative easing and rock-bottom interest rates to a sustained […]
Eve Maddock-Jones, Investment Week, 15 February 2024: Meta’s newly launched dividend is unlikely to benefit portfolios targeting a high yield, income managers told Investment Week. Instead, the move aims to settle shareholder concerns about the firm’s management and how it is likely to distribute earnings amid its metaverse expansion.. While the dividend offering was well […]
by Jennifer Johnson, Investors’ Chronicle, February 14, 2024: At first glance, London’s largest dedicated technology trusts aren’t overexposed to the fabled ‘Magnificant Seven’ stocks that dominated the US market last year. Open-ended funds can only hold 10 per cent in a single company, meaning they must underweight the megacap companies that sit at the top […]
By James Carthew, QuotedData, for Trustnet, 14 February 2024: The Labour Party’s decision to abandon its green spending plan has attracted criticism from all sides. Its stance is that it was a plan born in a time of lower borrowing rates that is not feasible now However, there is an awful lot of investment needed […]
by Jennifer Hill from interactive investor, 14th February 2024: Following the herd doesn’t tend to end well. Throughout history investors’ tendency for herd mentality bias has inflated asset bubbles and driven sharp declines detached from market fundamentals.. Trading on the interactive investor platform highlights half a dozen funds that have climbed the popularity rankings over […]
