Investment trust insider on RTW Biotech – James Carthew: RTW Biotech will succeed with or without Arix I was singing the praises of capital markets days last week. Last Tuesday, I managed to get along to one held by RTW Biotech Opportunities (RTW). The day was planned some time ago, but the timing was great […]
Eve Maddock-Jones, Investment Week, 17 November 2023: A private members’ bill tabled by former pensions minister Ros Altmann, which urged the government to remove investment companies from the Alternative Investment Fund Managers Directive (AIFMD) regulation, was selected in the ballot last week and will have its first reading on 22 November. Following a debate on […]
by Dave Baxter, Investors’ Chronicle, November 16, 2023: The idea that investment trusts provide a reliable income through thick and thin has truly been tested in recent years, from the UK equity dividend suspensions of 2020 to the bond sell off seen over the last two years and the consequences that has had for yield-rich […]
James Carthew: Pantheon Infrastructure is bursting with value If you can spare the time, the capital markets days that many investment companies put on can be a useful way of getting to know your investments better. Last week I went along to the one held by Pantheon Infrastructure (PINT), which was also streamed online for […]
Cherry Reynard, AIC Compass Magazine, 10 Nov 2023: World leaders gathering in the UAE for the COP 28 at the end of November are likely to reach the now-familiar conclusion that countries ‘could do better’ on net zero targets. A cursory glance at the recent returns of renewable energy and environmental trusts – and their […]
By ROSIE MURRAY-WEST, Mail on Sunday, 13 Nov 2023: If any of your money is in corporate or Government bonds, you’ve had more than just an annus horribilis. Figures from Bloomberg suggest you’ve just endured the biggest bond crash in 150 years, including three consecutive calendar years of negative growth. The fall in bond prices […]
David Brenchley, The Times, Saturday November 11 2023: Infrastructure is all around us. From hospitals, schools and roads to the wind and solar farms that are used to power our lives. This omnipresence and the long-term need to build more of these assets have made infrastructure investment trusts popular. These trusts pool investors’ cash to […]
Matthew Read, Investment Week, 09 November 2023: Investment trust ratings, like equity markets in general, have for the past 18 months been impacted by the higher rates of inflation and the interest rate rises that have accompanied these. Longer duration assets – such as growth stocks that tend to have a higher proportion of their […]
Valeria Martinez, Investment Week, 09 November 2023: Discounts not seen since the Global Financial Crisis are driving a fresh surge in shareholder activism and M&A across the UK investment trust space. While this is likely to help lift prices in the short-term, it could also lead to a significant shrinkage of the sector… Alternative trusts […]
Gavin Lumsden, Citywire Investment Trust Insider, 8 Nov 2023: In a move that keeps the £841m investment trust and its fund manager Alexander Darwall on the back foot ahead of the crunch poll on 15 November, Saba today issued another open letter criticising EOT’s proposal yesterday for a 25% tender offer as insufficient. Saba portfolio […]
