7 Funds To Back In The Post-Vaccine World James Phillipps Contributor, Forbes Dec 17, 2020,07:37am EST|447 views U.S. equity, technology and environmental funds topped the charts this year, but where is the smart money going in 2021? After the strength of the S&P 500’s rally, powered by big tech, many investors are looking further […]
QUESTIONS OF TRUST In: Portfolio Adviser, The Professionals’ Guide to Value Investing James Carthew, Director, QuotedData If you believe last November’s bounce in value stocks heralds the start of a renaissance for the strategy, who are the potential beneficiaries in the investment trust sector? Last year turned out to be a bumper one for all […]
2020’s investment trust winners: time to take profits? December 30, 2020 By Dave Baxter The enormous sell-off that took hold in February and March was swiftly followed by a fierce rally that has come to dominate much of the year. MSCI World index rose by nearly 40 per cent in sterling terms between the start of […]
Moving Apart Trustnet magazine, Issue 68, December 2020 Cherry Reynard This year saw a stark divide between the winners and losers, but nowhere was this more apparent than the investment trust universe, writes Cherry Reynard This year has been a tumultuous one and the investment trust industry has reflected its highs and lows. Despite the […]
ASI could set an M&A trend in deal with investment trust specialist By Jessica Tasman-Jones, Portfolio Adviser,16 Dec 20 ‘An open-ended equivalent wouldn’t have been anywhere near as attractive’ A raft of liquidity mismatch problems faced by open-ended funds and the increasing popularity of real assets and alternatives could prompt more asset managers to follow in […]
Schroders raises £75m for social impact investment trust Just reaches minimum target David Brenchley, Investment Week, 17 December 2020 Schroders has raised £75m for its social impact investment trust run by Big Society Capital (BSC), just hitting its minimum size but taking investment company primary fundraising up to £921m for 2020. The Schroder BSC Social […]
SHAPE THE THINGS TO COME Portfolio Adviser IT Guide, 16 December 2020 James Carthew, Director QuotedData Shareholders in investment companies have a significant edge over their open-ended counterparts when it comes to seeking out ESG-oriented investments The investment world has a big role to play in shaping the future of the planet for the benefit […]
Investment trust insider on VH Global – James Carthew: a higher risk, higher return renewables fund I was pleased to see that Downing Renewables & Infrastructure Trust (DORE), which I recently wrote about, made it across the finishing line and its shares are now trading, having raised £122.5m. We have just heard though that Ecofin US […]
ASI says its real estate offering has to evolve as it snags 60% stake in Tritax By Jessica Tasman-Jones, Portfolio Adviser, 9 Dec 2020 Deal prompts questions over whether Aberdeen Standard European Logistics Income and Tritax Eurobox will merge Aberdeen Standard Investments has acquired a 60% stake in £5.1bn real estate investment trust manager Tritax as […]
Aberdeen and Tritax could consider European trust merger after strategic deal By Gavin Lumsden, Theo Andrew 09 Dec, 2020 at 12:45 Aberdeen Standard Investments has expanded its reach in the booming area of warehouses and distribution depots by buying a 60% stake in Tritax Management, manager of the Tritax Big Box (BBOX) and Tritax Eurobox (EBOX) real estate investment trusts. The move has […]
