Over £700m in deals produced a record year, but some say more mergers need to take place Jessica Tasman-Jones, Portfolio Adviser, 15 Feb 22: Investment trust boards have been accused of inertia when it comes to consolidation even after 2021 produced a record five deals worth £708m. This month, shareholders in beleaguered UK Mortgages discovered the […]
Cherry Reynard from interactive investor 15th February 2022: Four types of funds yield 5% plus. Cherry Reynard runs through the options, risks and potential rewards… In general, there are four types of investment that generate a yield in excess of 5%. The first are conventional equity income strategies… The second type of high-income fund operates at […]
Does a change of manager help with investment trust performance? Kathleen Gallagher, Investment Week, 3 February 2022: Boards of investment trusts continue to utilise their powers to change investment manager, a benefit of the investment trust structure. However, have these changes borne fruit? Three years is, by most analyst and investor standards, the timeframe when […]
Investment trust insider on global equity income funds – James Carthew: Scottish gone, it’s Majedie’s turn to merge One of the big surprises of last year was Scottish (SCIN) opting to be absorbed by JPMorgan Global Growth and Income (JGGI). Last week Scottish announced that its portfolio was now aligned with JGGI’s. Scottish’s shareholders approved […]
Fund pickers share their thoughts on whether the AVI Global trust is a good option. Eve Maddock-Jones, Reporter, Trustnet 08 February 2022: A low allocation to the US, “rare” investment style and strong defensive track record, are some of the reasons analysts think the AVI Global trust is worth snapping up at a discount. Joe […]
Investment trust insider on renewables, power prices and inflation – James Carthew: Inflation and high gas prices are good news for renewable income funds Last June, I wrote an article that sought to delve a bit into the many different assumptions that go into calculating net asset values (NAVs) for renewable energy funds, excluding the […]
ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 5 February 2022: What can investors do when so many of the brands we know and use daily, from Disney to Apple and Samsung, are listed on overseas stock markets? Pick of the household names from overseas The UK stock market is packed full of world-class energy companies and […]
Hannah Smith, AIC’s Compass, 4 February 2022: Unquoted companies offer the exciting potential for unbridled growth, albeit with a high level of stock-specific risk. With companies taking longer to reach IPO stage, there are more opportunities in this space, and now even mainstream investment trusts are making unlisted businesses a significant part of their portfolios. […]
James Carthew for Investment Week, 03 February 2022: In 2021, the market switched from expectations of strong economic recovery to renewed growth fears and finished the year fixated on inflation and probable interest rate rises… Uncertainty is increasing and 2022 may finally be the year that many chairs and managers of investment companies have been […]
Investment trust insider on growth stocks – James Carthew: Growth is strong but still on a Blue Planet Back in early December, when the severity of the impact of the Omicron variant wasn’t clear, I finished my article by saying that US stocks were quite expensive, and I was nervous about a correction in 2022. […]
