Kathleen Gallagher, Investment Week, 19 July 2022: The £1.2bn Chrysalis investment trust has come under fire repeatedly over the past number of months, first for its performance fee payout, then for poor performance and last weekend (17 July), it was compared to the Woodford debacle. All this negative press could weigh on its peers in […]
James Crux, Shares Magazine, 14 July 2022: Long-term investors in Japanese shares have endured several false dawns since the country’s Nikkei 225 stock index peaked at above 38,900 points in 1989. At the time of writing, the Nikkei 225 sits at the 26,393 mark, about 15% off its autumn 2021 one-year peak of 30,670 and […]
Sam Benstead from interactive investor, 12th July 2022: Amid a sea of red this year, one sector is flashing green: infrastructure and renewables. Investors have had very few places to hide this year, as higher interest rates and inflation spark an exodus from the stock market. Year-to-date, US shares have fallen around 20% (S&P 500 […]
By Cherry Reynard, Investors’ Chronicle, July 6, 2022: Amid febrile stock markets, renewable energy infrastructure trusts should be a rare sweet spot. They offer inflation protection at a time of double-digit price rises, high dividends when income is scarce and access to renewables as policymakers strive to decarbonise. They are also exposed to rising power […]
Faith Glasgow, AIC Compass, July 2022: One of the big attractions of investment companies for many retail investors is the wide range of asset classes to which they offer access: not just equities but property, infrastructure, private equity and a number of even more esoteric specialist investment opportunities including sectors dedicated to music royalties, forestry, […]
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 11 July 2022: As global stock markets fall and the cost-of-living crisis bites, one sector is proving surprisingly resilient. Several luxury brands are defying the gloom as their wealthy clientele are still willing to splash the cash. Mulberry has seen profits quadruple and last month restarted paying dividends […]
Ian Conway, Shares Magazine, 30 June 2022: Private equity investors have been put on warning after press reports last month that privately-owned BNPL (buy now, pay later) specialist Klarna was seeking to raise fresh capital at a steep discount to its previous valuation. This has raised the question of whether private equity valuations need to […]
by Jennifer Hill from interactive investor, 23rd June 2022: Last year we asked experts to name value and growth fund pairs to navigate the market rotation. The tactic has not yet paid off, but should investors stick with them?.. The sharp reversal in fortunes highlights the folly of pinning your colours to a single mast. […]
Investment trust insider on structured finance funds – James Carthew: Debt funds wobble as recession risk rises With inflation and interest rates still climbing, and the threat of recession looming closer on the horizon, it’s time to consider the impact on the £1.7bn structured finance sector. These are high-yielding funds that invest in asset-backed securities, […]
by Jennifer Hill from interactive investor, 22nd June 2022: Alliance Trust, F&C and Witan – three big investment trusts that give investors access to a range of managers in one fell swoop. But how do they differ, and which has given investors the most bang for their buck? Three global multi-manager investment trusts – Alliance […]
