Investment trust insider on abrdn Property Income – James Carthew: If rates have peaked, API and UK Reits look too cheap For many reasons, including those I highlighted last week, the investment companies UK commercial property sector is out of favour. Abrdn Property Income (API) released a positive update last week without much impact on […]
by Jennifer Hill from interactive investor, 30th October 2023: Investing for children and grandchildren is a great way to build a nest egg, and with a long time frame there’s plenty of time to ride out the inevitable ebbs and flows of investment markets… The general rule of thumb is that the younger you are, […]
James Carthew: Where is investment companies’ Brexit dividend? In many articles over the past few years, I have expressed frustration that investment company share price discounts seem to be divorced from reality. Initially, this was centred around private equity funds, but over the past 12 months or so the problem has widened to encompass much […]
Investment trust insider on biotechs – James Carthew: I’m confident my biotech casualties will recover A couple of my more disappointing investments sit in the biotech sector. I wrote about Biotech Growth (BIOG) in July last year. The investment trust had been through a rough patch, but fund manager Geoffrey Hsu was optimistic that things […]
By Tom Aylott, Reporter, 23 October 2023: Investors often buy global funds for exposure to a wide net of the world’s biggest companies, but some would argue that they are essentially getting US funds. In an article about the assets that investors should avoid holding together, Bestinvest director Jason Hollands highlighted that US and global […]
By ANNE ASHWORTH, Daily Mail, 21 October 2023: Discontent surrounds the performance of the so-called wealth preservation investment trusts Capital Gearing, Personal Assets, RIT Capital Partners and Ruffer. These funds are foundering in their mission to provide a buffer in a challenging era through a mix of holdings, some defensive like bonds, some esoteric, like […]
By Tom Aylott, Reporter, Trustnet, 19 October 2023: Government bond yields rose to their highest levels in more than a decade last week as investors sold out of them en masse. Strong employment data from the US proved that the Federal Reserve’s (Fed) efforts to slow inflation were not as effective as anticipated, making it […]
Christian Mayes, Portfolio Adviser, 19 OCTOBER 2023: Analysts have warned of a potential breakdown in the relationship between the board of the beleaguered Hipgnosis Songs Fund and its investment adviser. In a stock exchange announcement today (19 October), the Hipgnosis board announced a strategic review and said it would consider “all options” for the trust’s […]
Investment trust insider on Fidelity Asian Values – James Carthew: A good news story from Fidelity Asian Values Rather than moaning about discounts on alternative asset funds again, how about a good news story from an equity-focused trust? This past week saw the publication of annual results from Fidelity Asian Values (FAS). The numbers were […]
Richard Williams, property analyst, QuotedData in Portfolio Adviser Magazine, October 2023: If, as the data suggests, inflation is coming under control and interest rates have hit a peak, Reits could be in for a re-rating. Languishing on discounts to NAV of 30-40%, the end of the interest rate escalator cannot come soon enough for the […]
