Kyle Caldwell from interactive investor 26th January 2022: Should investors hold, fold or buy or more? History is repeating itself for the UK’s largest investment trust, Scottish Mortgage Ord, which has once again seen its share price fall sharply on the back of a sell-off in growth and technology stocks. Year-to-date Scottish Mortgage’s share price is […]
Investment trust insider on Japan – James Carthew: It’s not over for Japan growth but activists are unlocking value Last February I looked at Japan investment trusts and suggested that both the growth-oriented JPMorgan Japanese (JFJ) and value activists Nippon Active Value (NAVF) and AVI Japan Opportunity (AJOT) might be attractive. Then we had the […]
Trustnet Magazine, January 2022 Despite being the second-best performer in the IT Global sector last year, the discount on Joe Bauernfreund’s trust remains twice that of its average peer. The AVI Global Trust was one of the best performers in the IT Global sector in 2021, benefiting from a closing discount. It made 24.7% last […]
Rory Palmer, What Investment, 18 Jan 2022: Near the end of last year, I was told that my shares in Henderson EuroTrust had been subdivided after the board announced a reorganisation of the company’s share capital. As a relatively new investor, this was a first. I knew it was an option trusts could exercise, but I wanted […]
Kathleen Gallagher, Investment Week, 21 January 2022: In 2021, equity investment trusts saw their discounts widen by a weighted average of 4.8%, according to figures from the Association of Investment Companies (AIC) and Morningstar for Investment Week. However, when it comes to the individual winners and losers trusts swung drastically in both directions… Despite the […]
ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 15 January 2022: You need only look at your weekly food shopping receipt to know that prices are rising. …some companies are better able to deal with inflation than others because they are able to pass on rising costs to their customers… Here are stocks, and four funds, that […]
Eve Maddock-Jones, Reporter, Trustnet, 14 January 2022: Income investors focusing solely on the UK market could be left behind in the coming decade and would miss out on the highest-paying region, research by Trustnet has found. The UK has been a stalwart of income investing for years, with several well-known and high-paying dividend companies such […]
Eve Maddock-Jones, Reporter, Trustnet, 10 January 2022: There were several bargains to be had among IT Asia Pacific and IT Global Emerging Market trusts, with many moving to a much wider discount that its five-year average. The Asia Pacific and Emerging Market sectors struggled in 2021, ranking in the bottom half of all regional sectors […]
Ellie Duncan, Investment Week, 10 January 2022: The board of the Jupiter Emerging and Frontier Income trust (JEFI) has proposed changes to the trust’s redemption facility to “limit the scale of future outflows” and said it intends to put a resolution to shareholders in connection with the continuation of the company, with the recommendation that […]
ROSIE MURRAY-WEST, FINANCIAL MAIL ON SUNDAY, 8 January 2022: With the country’s high streets facing another crisis as people work from home rather than travelling into town and city centres, it is hard to predict which stores and specific retail sectors, if any, will do well this year… Overall consumer spending rose almost six per […]
