James Carthew: Is disaster looming for trusts exposed to private credit? Law Debenture CEO Denis Jackson recently warned that ‘the floor of the coal mine is piling up with dead canaries’ when it comes to private credit – are investors right to be worried? Law Debenture (LWDB) published a decent set of interim results at […]
James Carthew comments on voting at the GSF AGM in Michael Nelson’s article: “While the recent results were disappointing, I struggle to see how us shareholders would achieve a decent upside from a liquidation,” Read the article here
David Batchelor looks at the impact of Germany’s spending on Europe’s smaller companies in Trustnet: “For much of the period since the global financial crisis, corporate Europe has struggled to keep pace with the US. Economic growth has been weaker, investment has been lower and European stock markets have lacked meaningful exposure to the technology […]
James Carthew comments on Pacific Asset Management’s acquisition of AVI in Lauren Hardy’s article: “It is hard for boutiques, even those as successful as AVI, to scale but this deal could unlock the next phase of growth for the business. Investors in AVI’s trusts should take greatest comfort from the news that the existing teams […]
James Carthew comments on Herald in Helen Kirrane’s article: “Herald will have access to a lot more research and a lot of analysts on the ground which will be helpful because some of those spectacular share price rises that we’ve seen recently have been coming out of Asia,” Read the article here
James Carthew: Phoenix Spree’s collapse serves warning on rent controls The winding-down trust’s rise and fall reveals how well-intentioned rent controls can actually worsen a housing crisis About 20 years ago, there was a flurry of new issues of investment companies investing in German residential property. German property prices had fallen in the 1990s when […]
Richard Williams comments on the Schroders/London Metric offer for Picton in Tom Aylott’s article: “While PCTN’s largest shareholder has backed the offer, we have heard from many unhappy shareholders, so it will be interesting to see the outcome of the vote,” Read the article here
James Carthew comments on natural income investing in Faith Glasgow’s article: “A sensibly managed natural income trust without too high a yield target might deliver the best overall long-term returns.” Read the article here
David Batchelor comments on the healthcare sector and PCGH in Val Cipriani’s article: “Its combination of a broad mandate, flexible asset allocation and strong record of stock selection makes it my preferred option of the three.” Read the article here
Matthew Read suggests MNKS and SMT as a pairing in Jennifer Hill’s article: “Together, the two trusts give investors access to global companies capable of compounding at attractive rates over long periods,” Read the article here
