inews, by Jayna Rana, June 1, 2022: With the impact of climate change becoming more prominent than ever as well as greater interest in alternative and renewable energy solutions in response to the ongoing Russo-Ukrainian conflict, all eyes are currently on investment trusts in the commodities & natural resources and renewable energy infrastructure sectors. Commodities […]
By David Thorpe, FT Adviser, 27 May 2022: During the decade after the global financial crisis the Scottish Mortgage investment trust dominated the portfolios of many investors. Its share price total return of more than 700 per cent meant that even after clients stopped adding to their holding, the proportion of their overall portfolio exposed […]
Investment trust insider on Caledonia – James Carthew: More juicy dividends would enhance Caledonia’s appeal Amid all the doom and gloom Caledonia Investments (CLDN) has reported decent results for the 12 months to 31 March that has left its market valuation nudging £2bn. Over the year the global multi-asset trust generated a total underlying investment […]
By Kristen McGachey, Portfolio Adviser, 26 May 22 Board banking on Liontrust’s ‘enhanced marketing resources’ to bring shares in line with NAV The board of the Edinburgh Investment Trust is banking on Liontrust’s brand power to help rein in its discount, which has continued widening despite a turn around in performance with Majedie at the […]
Investment trust insider on Literacy Capital – James Carthew: Read up on Literacy Capital ready for the right moment With markets as volatile as they are, and talk of recession getting louder, it is perhaps unsurprising that discounts are widening across the investment companies sector. Just under a quarter of funds are clinging onto a […]
By ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 21 May 2022: Any investment that has generated wealth since before the Coronation must have firm foundations. That is true for the 36 investment trusts that predate the Queen’s accession to the throne. They have survived the stock market crashes that peppered the early 1970s, October 1987 (Black […]
James Carthew for Investment Week, 16 May 2022: Most Asian funds have had a tough time recently, dragged down by their Chinese exposure. Government intervention in a range of sectors unnerved investors, but now the country has embarked on a new phase of stringent lockdowns in a bid to maintain its zero-Covid policy. Funds dedicated […]
Investment trust insider on Seraphim Space – James Carthew: Seraphim Space bumps back to earth Just 10 months ago, Seraphim Space (SSIT) managed to raise £150m from investors in an oversubscribed initial public offer. Stakes-for-shares swaps expanded the company, exuberant markets drove the shares to a 32% premium above net asset value (NAV), and by […]
