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 […]
Jessica Tasman-Jones, Portfolio Adviser, 5 Jan 2022: From alternatives to corporate activity, investment trust professionals predict what lies ahead for the sector. Matthew Read, senior analyst, QuotedData: “Many of the themes that we have seen in 2021 will roll into 2022, with Covid still at the fore, but likely to ease. If the recent uptick […]
30th December 2021 by Faith Glasgow from interactive investor At the end of 2020, we looked ahead into the coming year and tried to pick out some key trends likely to shape the investment trust industry in 2021. It was a difficult, locked-down time, but our experts accurately identified several important themes. Most significant was […]
Investment trust insider on energy efficiency – James Carthew: The mixed fortunes of energy efficiency Many strands must come together if we are to achieve our goal of cutting carbon emissions to net zero. The renewable energy infrastructure sector is central to this, but we need to do more than shift to renewable energy generation. […]
Investment trust insider on digital infrastructure – James Carthew: Exciting growth of digital infrastructure One of the first investment companies to launch in 2021 was Cordiant Digital Infrastructure (CORD). Its £370m initial public offering (IPO), coming soon after the £243m flotation of VH Global Sustainable Energy Opportunities (GSEO), set the scene for a bumper year […]
By Jessica Tasman-Jones, Portfolio Adviser, 23 Dec 21 Strategic Equity Capital shareholders seek to drop Ken Wotton a year after his appointment and join forces with Odyssean The terse battle between Gresham House Asset Management and Harwood Capital over Gresham House Strategic appears to have spilled over into a new investment trust with shareholders in […]
By Eve Maddock-Jones, Reporter, Trustnet, 21 December 2021 Trustnet asks fund pickers which income portfolios they recommended for what looks to be a positive year for this part of the market. Threadneedle UK Equity Income, Jupiter Emerging and Frontier Income and JPMorgan Mid Cap are just some of the buy options experts picked for income […]
By ROSIE MURRAY-WEST FOR THE MAIL ON SUNDAY, 18 December 2021 It’s beginning to look a bit like Christmas last year. There’s a tree in the Grand Hotel, one in the park as well, and plenty of rumours about tightening lockdowns and restrictions as the latest Covid variant gets going. But the jury is out […]
David Brenchley, December 19 2021, The Sunday Times A sharp rise in the cost of living will have forced many people to accept more risk in how they take investment income in retirement. To ensure that their income keeps pace with their spending, many will be looking for investments that yield more than the present […]
By Sam Benstead, Daily Telegraph, 16 December 2021 Polar Capital Technology gives investors access to the world’s best companies for a knock-down price. When we tipped Polar Capital Technology Trust in 2018, we praised its “experienced and respected management team” and said its “uncharacteristically wide” discount of 6pc made it a clear buy. Three years […]
